Global Cloud Services Trends
Global Cloud Services Trends
Cloud Service trend intelligence tracks cloud computing market trends, AI infrastructure demand, hybrid cloud adoption, edge deployment, platform competition, and data centre capacity pressure worldwide, giving readers a fuller view of the demand shifts, capacity constraints, platform strategies, capital timing, regulatory pressure, and operating assumptions behind the market.

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Global Cloud Services Trends
Kamala Harris faces intensified online attacks and harassment
OUR TAKEThe surge in online harassment against Kamala Harris highlights the increasing use of digital platforms to propagate harmful content. As new technologies amplify these attacks, it underscores a troubling trend in modern politics where malicious online activity has become…

Global Cloud Services Trends
Apple releases iOS 18.1 and macOS 15.1 betas with AI features
OUR TAKEApple’s release of developer betas for its latest operating systems marks a significant step in integrating AI features into its ecosystem. This move indicates the company’s commitment to refining these innovations before their broader public rollout. — Zoey Zhu, BTW…

Global Cloud Services Trends
AMD’s AI chip revenue forecast surges amidst supply constraints
OUR TAKEAfter AMD announced an increased revenue forecast for AI chip sales, the company’s shares experienced a notable rise. Specifically, AMD’s stock surged by 7.5% in extended trading after the news was released. This indicates strong investor confidence in AMD’s growth…

Global Cloud Services Trends
Canva strengthens design offerings through acquisition of Leonardo AI
OUR TAKEThe acquisition of Leonardo reflects Canva’s dedication to innovation and growth in the creative design sector. Canva aims to push the boundaries of generative AI technology and provides advanced tools for creative projects. This integration will enable Canva to provide…

Global Cloud Services Trends
Apple employs Google’s chips for AI model training
OUR TAKEApple’s decision to use Google’s TPUs instead of Nvidia’s GPUs for AI model training marks a significant shift in its AI infrastructure strategy, leveraging Google’s tailored AI chips. This move highlights Apple’s aim to diversify its hardware reliance and explore…

Global Cloud Services Trends
Microsoft predicts slower Azure growth, expects capex to increase
Microsoft foresees slower growth for Azure, missing estimates, and boosts capital spending, suggesting AI investment returns may be delayed.

Global Cloud Services Trends
Meta expects ad revenue growth in Q2, prioritises AI and cost efficiency
Meta’s Q2 ad sales expected to rise, showing market resilience. The company focuses on cost management and continued AI investment.

Global Cloud Services Trends
Olympians craft personalised Nike Gear with AI
Olympians use AI to design their custom Nike sportswear. This innovative approach allows athletes to create personalised attire.

Global Cloud Services Trends
Wells Fargo appoints new tech head, embraces AI innovation
Wells Fargo has appointed Bridget Engle as the new head of technology and Tracy Kerrins to lead a generative AI team, emphasising innovation and modernisation.

Global Cloud Services Trends
Understanding the benefits and issues of AI-driven development
AI-driven development leverages AI to automate and enhance various stages of software development, improving efficiency and reducing errors.

Global Cloud Services Trends
Samsung forecasts robust AI chip demand amidst soaring profits
Samsung projects a strong demand for AI-driven chips, as it reported a more than 15-fold growth in its second-quarter operating profit. Samsung’s fourth-generation HBM, or HBM3, has been approved by Nvidia for use in its H20 graphics processor, developed for the Chinese market.

Global Cloud Services Trends
Who pioneered AI? The evolution of artificial intelligence
The development of AI is a tale of collective effort, with numerous scientists, engineers, and researchers from around the world contributing to its progress. Alan Turing proposed the famous ‘Turing Test’ and explored whether machines could exhibit intelligence similar to that of…

Global Cloud Services Trends
Airtable’s acquisition of Dopt for AI-enhanced user experiences
OUR TAKEAirtable, a company known for its collaborative platform, has announced the acquisition of Dopt, a startup that specialises in creating AI-powered onboarding experiences for new users. This strategic move is part of Airtable’s broader push into the AI space, aiming to…

Global Cloud Services Trends
AMD boosts AI chip forecast amid tight supply
OUR TAKEAMD has significantly increased its forecast for 2024 AI chip sales by $500 million, reflecting a strong demand for its AI chips and an expectation of continued supply constraints through 2025. This optimistic outlook, driven by surging demand from cloud computing giants…

Global Cloud Services Trends
Samsung Electronics forecast AI chip demand growth
OUR TAKESamsung Electronics, which reported more than 15-fold growth in operating profit in the Q2, expects demand for AI-powered chips to increase significantly in the second half of the year, thanks to rising semiconductor prices fuelled by the AI boom. The company’s shares are…

Global Cloud Services Trends
Meta’s SAM 2 revolutionises real-time video entity segmentation
OUR TAKEMeta has showed a new AI model called Segment Anything Model 2 (SAM 2), which is capable of recognising and tracking any entity in a video in real time, opening up new possibilities for video editing and analysis. SAM 2’s real-time segmentation technology indicates AI’s…

Global Cloud Services Trends
Amperon revolutionises renewable energy forecasting
OUR TAKEAmperon has released an advanced forecasting service for renewable energy generation designed to provide accurate hourly and minute-by-minute forecasts for solar power plants to help utilities and renewable energy producers manage their generation assets more effectively.…

Global Cloud Services Trends
Extreme Networks and Intel unite for ‘Extreme AI Expert solution’
Extreme Networks has forged a co-innovation alliance with Intel to boost the AI capabilities of its Extreme AI Expert solution, aiming to optimise network performance and enhance security.

Global Cloud Services Trends
Intel confirms launch for ‘Lunar Lake’ laptop chips on September 3
Intel has confirmed the launch of its next-generation Core Ultra processors, codenamed “Lunar Lake,” on September 3 in Berlin, featuring a significant focus on AI and performance improvements.

Global Cloud Services Trends
Microsoft’s cloud business fuels 10% rise in quarterly earnings
Microsoft has reported a 10% increase in quarterly profits, driven by strong growth in its cloud computing business and solid performance across its product lines, with revenues reaching $64.7 billion.
