Global Scans · Cloud computing · Weekly Summary

• [New] Data centers, driven by artificial intelligence and cloud computing, are emerging as major load centers, with forecasts suggesting they could account for nearly half of U.S. electricity demand growth through 2030. National Law Review
• [New] As AI, cloud computing, and digital transformation continue to accelerate, the need for high-quality memory chips will only grow, making the stakes of US export policy higher than ever. Grand Pinnacle Tribune
• [New] Operators will further sharpen their software bill of materials and use more signed firmware to better combat nation-state-backed and other APTs. Nexus
• [New] Software vendors and cloud providers are bearing the burden of the expected trillion-dollar increase in AI spending in 2026, as investment hits $2.52 trillion. The Register
• [New] In 2026, the best software testing practices represent a shift from defect detection alone to a broader focus on risk control and system reliability. Software Development Company - N-iX
• [New] Samsung acquired Xealth, a digital health platform, which Samsung anticipates will help unify fragmented health information. JD Supra
• [New] GovCIO acquired SoldierPoint Digital Health, assuming management of the VA's seven-year, $2 billion Connected Care Integrated Network contract, under which it will support over 4 million veterans through its telehealth platform. JD Supra
• [New] Platforms such as GoodMaps, Matterport, Esri, and CVG's own EASE enterprise SaaS program are being leveraged to anticipate bottlenecks, manage assets dynamically, and provide a shared operational picture across stakeholders. Future Travel Experience
• [New] More relevant for small software businesses: the micro-SaaS segment is growing at roughly 30% annually, from $15.70 billion in 2024 to a projected $59.60 billion by 2030. Lovable
• [New] AI Services will grow to $589 billion by 2026, AI Software to $452 billion. Trending Topics
• [New] In 2026, the global SaaS industry is projected to be worth $390 billion, with the United States hosting the largest share of companies and continued leadership in innovation. GainHQ
• [New] Under Broadcom's ownership, VMware only sells subscriptions and will not sell or extend support contracts for customers who continue to use perpetually licensed software. The Register
• [New] All of the quarterly growth came from cloud-based XaaS, which rose 26% to 23.4 billion dollars (with IaaS up 32% and SaaS up 6%), while managed services ACV was essentially flat at 10.9 billion dollars and is forecast to grow only 2.1% in 2026 versus 20% for XaaS. Solutions Review Technology News and Vendor Reviews
• [New] Cloud computing adoption is accelerating across the Middle East, with nearly 75% of enterprises and organizations expected to primarily rely on cloud platforms for operations by 2026. FuTu News
• [New] Businesses worldwide are projected to spend $300 billion on SaaS products in 2026, making SaaS the largest segment of cloud investment and underscoring its critical role in digital transformation (source: Fortune Business Insights). Brimco
• [New] Datavault AI Inc. (Nasdaq: DVLT), a leader in instant data monetization & enterprise digital twins, announced it will deliver enterprise-grade AI performance at the edge in New York and Philadelphia through an expanded collaboration with IBM using the SanQtum AI platform. IBM Newsroom
• [New] Successful companies will turn their data plus workflows into durable, monetizable AI features without breaking the SaaS model. Forbes
• [New] Looking ahead, 2026 likely will see a handful of solid ambulatory infusion companies being traded, creating the opportunity to expand to omnichannel for existing strategics with a home infusion focus or a solid platform for PE expansion. Mondaq
• [New] Hybrid infrastructure models and mixed media storage architectures will gain ground as organizations confront rising flash prices, mounting AI workloads and the risks of over-centralised cloud computing. IT Brief Australia
• [New] Samsung plans to roll out its own AI software across over 800 million units by 2026. Asia Tech Lens
• [New] The main political groups in the European Parliament - EPP, S & D, Renew and Greens - agreed that platform algorithms pose a systemic risk to elections and public debate and that foreign interference demands tougher enforcement of the Digital Services Act, particularly during elections. EU DisinfoLab
• [New] Spending as a signal of growth IDC projects worldwide AI spending (software + services + hardware) will exceed $632 billion by 2028. G2

Last updated: 25 January 2026