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Lead briefing
Global cloud computing market to reach $2.9 trillion by 2034: AI infrastructure investment reshapes enterprise IT architecture
A report shows that the global cloud computing market reached $781.27 billion in 2025 and is expected to grow to $2.9 trillion by 2034. AI workloads, hybrid cloud deployments, and sovereign cloud demands are profoundly reshaping the market landscape. Enterprises need to pay attention to key factors such as GPU clusters, energy efficiency, and regional compliance.
Read full storyGPU capacity and cluster rollouts
Privacy, residency and audit regimes
Service status board
Infrastructure signals by operating layer
New regions, price actions and enterprise migrations
Power, land and cooling constraints
GPU supply, networking and inference economics
Residency, controls and cross-border data rules
Cloud Platforms
View channelCloud Platforms
Google reshapes cloud security with "Agentic Defense" strategy: The era of AI-driven autonomous defense arrives
After completing the $32 billion acquisition of Wiz, Google Cloud has launched an "agentic defense" platform based on intelligent security agents, designed to automate threat detection, investigation, and remediation in response to AI-accelerated cloud attacks. This article analyzes the impact of this strategy on enterprise IT architecture, the cloud security market, and long-term technology trends.
Cloud Platforms
Medical AI and Cloud Management: How Strategic Partners Are Reshaping Enterprise IT Architecture
Healthcare organizations face cloud skills gaps, multi-cloud complexity, and AI governance challenges. Managed cloud and AI services are shifting from cost control to strategic empowerment, becoming key levers for enterprise IT architecture transformation.
Cloud Platforms
Cognizant advances the "Frontier Workforce" initiative to accelerate enterprise AI from pilot to production deployment.
Cognizant announced that by the end of 2026, it will train 5,000 Frontier-certified engineers and 10,000 Frontier business operations personnel, in collaboration with giants such as Microsoft, Google Cloud, AWS, and NVIDIA, to help enterprises move AI projects from pilot to production. This article analyzes the technical implications, business impact, and market competition landscape of the plan.
Cloud Platforms
Enterprise SaaS Migration Acceleration: Telstra Moves 25,000 Users to Atlassian Cloud in Four Months, Signals AI-Driven Infrastructure Transformation
Australian telecom giant Telstra completed a large-scale migration of 25,000 users from self-hosted Jira and Confluence to Atlassian Cloud within four months, while retiring 20 third-party plugins. This move not only simplifies the collaboration tool stack but also paves the way for fully leveraging Atlassian's AI capabilities. This article provides an in-depth analysis of the impact of this migration on enterprise IT architecture, operational costs, and long-term AI strategy.
Cloud Platforms
The Way to Monetize Chinese AI Models: Cloud Platforms and Project Contracts Drive Growth
Unlike overseas AI companies that rely on subscription and API business models, Chinese AI providers primarily generate revenue through cloud platforms, project contracts, and customized solutions, reflecting the fundamental difference in AI infrastructure ecosystems between China and the United States.
AI Infrastructure
AI compute demand queue
Track GPU clusters, networking bottlenecks, inference pricing and cloud resource planning.
View channelData CentersPower, cooling and campus pipeline
Security & ComplianceResidency, controls and audit posture
Cloud Platforms
Coverage of public cloud platforms, regional launches, pricing changes, partner ecosystems and enterprise migration strategy.
Data Centers
Reporting on data center campuses, power procurement, cooling systems, fiber connectivity and capacity planning for cloud and AI workloads.
Enterprise Saas
Analysis of enterprise software platforms, workflow automation, collaboration suites, vertical SaaS and the buying decisions behind cloud adoption.
Ai Infrastructure
Updates on GPU supply, accelerator clusters, model serving stacks, networking, storage and the operating layer behind AI deployment.
Security And Compliance
Guidance and news on cloud security controls, privacy regulation, data residency, audit readiness and cross-border compliance obligations.
Industry Briefs
Concise briefs on cloud company moves, product releases, outages, partnerships, funding rounds and technical standards worth tracking.
Data Centers
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Enterprise SaaS
View channelEnterprise Saas
Global cloud computing market to reach $2.9 trillion by 2034: AI infrastructure investment reshapes enterprise IT architecture
Enterprise Saas
The global cloud computing market is expected to reach $2.9 trillion by 2034, with AI infrastructure becoming the core of growth.
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2026 VAR 100: Higher Customer Demands — New Needs Driven by Cloud ERP and AI in the Accounting Industry
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Cyber resilience must evolve alongside digital transformation — Interview with Alex Cheung, Deloitte Indonesia expert
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Consumer protection enforcement reshapes the compliance landscape for cloud and SaaS enterprises.
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European Sovereign Data Center: Legal Reality or Concept Hype?
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