Topic
Cloud Service Dependency
Within the Topic facet, Cloud Service Dependency topic intelligence connects articles that share a specific subject, signal focus, or monitoring theme. The page gives readers a richer path through related reporting, source evidence, market actors, and infrastructure implications, with enough context to understand why the topic matters across company movements, governance decisions, regional exposure, and operational risk. Readers can compare recurring signals, affected organisations, public evidence, market context, service continuity, procurement, competition, compliance, and strategic planning questions behind the subject instead of stopping at a thin list of matching articles. It explains what the topic covers, which infrastructure actors or policies are involved, what evidence supports the coverage, and why the subject may matter for operators, customers, investors, and policy readers.

Creators
Albert Greenberg and the network as a distributed computer
Across AT&T, Microsoft Azure and Uber, Albert Greenberg repeatedly addressed the same problem: how to make a large network behave as a coherent system while topology, traffic, control software, hardware and failures change at different speeds. His influence is clearest in control…

Creators
Albert Greenberg and the network as a distributed computer
Across AT&T, Microsoft Azure and Uber, Albert Greenberg has worked on a recurring problem: how to make a large network behave like one coherent system when topology, traffic, control software, hardware and failure all change at different speeds. His influence is best understood…

Asia-Pacific Cloud Services Trends
E2E Networks signs ₹1,000 crore Blackwell GPU deal
The Indian cloud provider has moved Nvidia Blackwell capacity deployed in May from pay-as-you-go use to a longer-term customer agreement running through June 2029.

North America Cloud Services Trends
Greenlane’s BERA Holdings Rose in Q2. Its BERA-per-Share Ratio Fell
Greenlane ended June with more BERA exposure than it held in March, yet fewer BERA-equivalent units for each issued Class A share. That movement is the useful receipt. It shows why a token treasury needs four ledgers at once: units owned, shares issued, potential shares outside…

Global Cloud Services Trends
Getty Says It Can Pay. A 30-Day Interest Grace Period Is the Plan
Getty Images has put a clock on a financing decision without saying that it lacks the money to settle it. The company intends to use contractual 30-day grace periods for two interest payments due on 1 September, says it has sufficient cash to pay, and has hired Guggenheim to…

Global Cloud Services Trends
IREN Wrote Down US$638.8m. AI Had Not Replaced Mining
IREN's largest FY2026 transition number was not AI revenue but the value removed from old assets. A US$638.8 million impairment marks an accelerated exit from mining hardware and displaced infrastructure. Yet Bitcoin mining still supplied most full-year revenue, operating AI…

North America Cloud Services Trends
Dropbox’s Cloud Carries US$285.9m of Finance-Lease Obligations
Dropbox looks like a subscription business until the raised floor comes into view. Its June accounts carried US$285.9 million of finance-lease obligations, while its engineers were describing racks, airflow, cooling and power headroom inside co-location facilities. The important…

Global Cloud Services Trends
ServiceNow's 650bp Margin Drop Has a US$405m Cost Trail
ServiceNow's subscription engine grew quickly in the second quarter of 2026, but the cost of running it grew faster. Revenue rose 24.5% to US$3.877 billion while GAAP subscription gross margin fell from 80.0% to 73.5%. The filing identifies US$394 million across four cost-driver…

North America Cloud Services Trends
CrowdStrike Disclosed US$2.9bn Beyond Its US$4.1bn Purchase Table
CrowdStrike's purchase-obligation note contains a number that does not belong to the date printed above its table. At 31 July 2026 the table totalled US$4.141527 billion. After quarter-end, the company committed to an additional US$2.9 billion, running from fiscal 2027 to fiscal…

Global Institutional Trends
OpenAI coalition urges faster AI cyber defence
More than 100 organisations are calling for faster vulnerability repair, shared threat intelligence and wider access to defensive AI for critical infrastructure.

Asia-Pacific Cloud Services
Velo Technologies expands its infrastructure business from Cyberjaya
The Malaysian private company spans data-centre capacity, cloud, managed security, networks and IT outsourcing. Its partnerships are increasingly visible, but its ownership names, absolute financial scale and the economics behind some of its infrastructure commitments remain…

North America Cloud Services
FreeCast targets telecom operators with streaming PaaS
FreeCast is pitching its streaming platform to telecom and broadband providers, with Assist Wireless and enTouch Wireless already signed to use the service.

IETF
Kazuho Oku and the Header That Makes Refusal Legible but Cannot Promise Streaming
An HTTP field can require a proxy that understands it to reject instead of quietly buffering. It cannot command a proxy that has never learned the field. RFC 10036 improves the evidence around incremental delivery precisely by preserving that distinction.

North America Cloud Services Trends
Nutanix Assumes ARR Renewal but Excludes Cancellable Obligations
Nutanix closed fiscal 2026 with US$2.549 billion of annual recurring revenue and US$3.440 billion of remaining performance obligations. The larger number is not a fuller version of the smaller one. One measure deliberately assumes an expiring subscription renews; the other leaves…

CASE FILE
The Token Never Reached JavaScript. The Command Still Ran: RFC 10017 and Browser OAuth Authority
RFC 10017 gives sensitive browser applications a clear architectural preference: keep OAuth tokens in a confidential Backend for Frontend. That closes several theft paths. It does not stop hostile code already running in the approved origin from asking the BFF to act. The…

Global Cloud Services Trends
Bentley Reports US$1.536bn ARR. 51% Is a Three-Month Usage Run Rate
Bentley Systems places one number at the centre of its recurring-software story: US$1.536 billion of annualized recurring revenue. But the number is built with two clocks. One annualizes the recurring contracts in force at quarter-end. The other takes only the latest three months…

Global Cloud Services Trends
Box's RPO Rose 15%. Broader Content Use Could Still Lower Margins
Box sold more contracted revenue faster than it grew current revenue, while preserving a 79.1% GAAP gross margin. Yet its own filing identifies a second commercial clock: customers that place more of their content in Box can consume more infrastructure before the public accounts…

North America Cloud Services Trends
DigitalOcean's Top 25 Customers Reached 20% of Revenue. AI ARR Counts the Whole Account
Two expanding labels now carry much of DigitalOcean's growth story: its largest customers and its AI customers. Neither label is a product revenue line. Reading them together requires an account-level bridge that the company has not yet published.

Global Cloud Services Trends
Veeva's Salesforce CRM Has a 150% Per-Customer Cap and 2030 Exit
The legacy platform is neither open for ordinary growth nor scheduled to disappear tomorrow. Veeva's agreement with Salesforce has turned the old CRM into a bounded migration corridor: existing customers can still operate and expand within a fixed ceiling, while new customers and…

Global Cloud Services Trends
Okta Is Moving a Service Line With a -53.4% Non-GAAP Margin to Partners
Okta expects its accelerated hand-off of professional services to reduce fiscal-year revenue growth by about one percentage point. The work being moved was already loss-making inside Okta. The strategic question is whether partners make deployment cheaper and faster for the whole…
