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Cloud Computing 12 June 2025 - 7 July 2025

AI, Cloud & Cybersecurity Boom: Inside the 2025 CIO Tech Agenda

AI, Cloud & Cybersecurity Boom: Inside the 2025 CIO Tech Agenda

In 2025, 88% of ANZ CIOs and over 80% of global CIOs plan to invest in cybersecurity, while 58% of global tech leaders rank AI as the top technology priority. U.S. large enterprises will spend 1.45% of revenue on IT, compared to 1.29% in Europe. 56% of large firms prioritize cost reduction over revenue growth. Gartner predicts 25% of CIOs will have pay tied to sustainable tech outcomes by 2027.
7 July 2025
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Tech News Deep Dive: July 2025’s Biggest Stories in Devices, AI, Cloud, Gaming, and Space / Updated: 2025, July 3rd, 12:01 CET

Tech News Deep Dive: July 2025’s Biggest Stories in Devices, AI, Cloud, Gaming, and Space / Updated: 2025, July 3rd, 12:01 CET

Oracle signed a $30 billion annual cloud deal to lease 4.5GW of computing power to OpenAI for the Stargate data center, aiming to double cloud sales by 2028. Nothing Phone (3) launched with a transparent chassis and Snapdragon 8s Gen 4, starting at $799. Nintendo Switch 2 reportedly faces overheating issues with demanding games. Interstellar object A11pl3Z will pass near Mars in October 2025, posing no threat to Earth.
3 July 2025
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Cloud Computing and XaaS Developments (May–June 2025)

Cloud Computing and XaaS Developments (May–June 2025)

Salesforce agreed to acquire Informatica for $8 billion in May 2025. Microsoft partnered with xAI to host Grok 3 models on Azure. Red Hat and AMD expanded AI collaboration, while IBM and Oracle launched a cloud partnership. Q1 2025 global enterprise cloud infrastructure spending reached $94 billion, up 23% year over year.
30 June 2025
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Ground Control Goes Cloud: The Digital Overhaul of Satellite Operations (2025–2030)

Ground Control Goes Cloud: The Digital Overhaul of Satellite Operations (2025–2030)

The global satellite ground station market is forecast to rise from $56 billion in 2022 to $125 billion by 2030. Operators including AWS and Microsoft now offer cloud-based ground services, with digital twins, AI, and SDN integrated for automation and network management. Most new missions will use virtualized ground services by 2030. Regulatory, licensing, and interoperability issues persist.
12 June 2025
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Stock Market Today

  • BofA Raises NVIDIA Price Target to $320 on Expanded $1.7 Trillion AI Data Center Forecast
    May 13, 2026, 2:28 PM EDT. Bank of America boosted its NVIDIA (NVDA) price target to $320 from $300, citing a surge in the AI data center market forecast to $1.7 trillion by 2030, up from $1.4 trillion. The firm sees 2026 as a key year for accelerating AI sales, with growth driven by improved AI infrastructure and tokenomics by 2027. NVIDIA's Q4 FY2026 data center revenue jumped 75% year-over-year to $62.31 billion. CEO Jensen Huang highlighted exponential computing demand and an AI inflection point. Despite trading at a high valuation with a 45x P/E, the stock continues to draw strong analyst support. Investors are advised to monitor NVIDIA's data center performance and capex trends amid a long AI cycle.

Latest articles

Why Grab Holdings Stock Is Back Under Pressure After a Big Q1 Beat

Why Grab Holdings Stock Is Back Under Pressure After a Big Q1 Beat

13 May 2026
Grab shares fell 1.1% to $3.60 in New York after first-quarter revenue beat estimates, rising 24% to $955 million. Profit jumped to $120 million from $10 million a year earlier. Investors weighed strong results against Indonesia’s new 8% ride-hailing commission cap. Grab kept its 2026 revenue and adjusted EBITDA outlook unchanged.
SoFi Bought a Key IPO Access Tool. The Stock Is Still Telling a More Cautious Story

SoFi Bought a Key IPO Access Tool. The Stock Is Still Telling a More Cautious Story

13 May 2026
SoFi acquired PrimaryBid’s technology to expand IPO access for retail investors, confirmed by both companies. SoFi shares fell 2.9% to $15.44 after Truist cut its price target, citing concerns over loan and technology platforms. The acquisition follows a drop in technology-platform accounts and comes as SoFi reported strong first-quarter revenue and member growth. Terms of the deal were not disclosed.
Inter Venezuela Taps Harmonic for 5G-Ready Fiber Backhaul as Network Demand Rises

Inter Venezuela Taps Harmonic for 5G-Ready Fiber Backhaul as Network Demand Rises

13 May 2026
Inter Venezuela has launched a nationwide XGS-PON mobile backhaul service using Harmonic’s virtualized fiber equipment, aiming to support 5G network expansion. Movistar Venezuela reported 168 active 5G stations in 18 cities as of April. Harmonic recently raised its 2026 broadband revenue outlook to up to $495 million after strong first-quarter growth. Harmonic shares rose 3.2% to $13.37, valuing the company at $1.5 billion.

Popular

GitLab Layoffs Send Stock Lower as AI ‘Agentic Era’ Bet Tests Investor Patience

GitLab Layoffs Send Stock Lower as AI ‘Agentic Era’ Bet Tests Investor Patience

12 May 2026
GitLab Inc. will cut jobs and restructure global operations to fund artificial-intelligence agents, sending shares down 9.6% to $23.18 Tuesday. The company did not specify the number of roles affected. CEO Bill Staples said most savings will be reinvested, with details expected at the June 2 earnings call. Raymond James downgraded the stock, citing execution risks and slowing growth.
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