Hardware & Infrastructure
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AI set to boost cloud spending — again: S&P Global
Hyperscalers will increase capital spending by nearly 40% in a race to build out AI infrastructure, while enterprises wait for their investments to pay off.
By Makenzie Holland • Jan. 23, 2026 -
Leaders await ‘significant’ revenue boost from AI by 2030
Investments to fuel the technology will soar over the next four years, but executives fear integration issues will hinder adoption, according to an IBM study.
By Makenzie Holland • Jan. 21, 2026 -
ServiceNow, OpenAI team up to bolster enterprise AI capabilities
The new functionalities will include a speech-to-speech voice agent that can react to real-time conversation.
By Makenzie Holland • Jan. 20, 2026 -
Big banks continue the hunt for AI-driven efficiencies
Executives at BNY, Bank of America and others who reported Q4 2025 earnings discussed AI investments — and when they’re hoping to see them pay off.
By Makenzie Holland • Jan. 16, 2026 -
AWS European Sovereign Cloud goes live amid vendor push for spend
Complex regulatory requirements are driving enterprises to rethink their cloud strategies, while providers offer independent control over data.
By Makenzie Holland • Jan. 15, 2026 -
IBM tackles cloud, AI sovereignty with new platform
Built on Red Hat's open source foundation, Sovereign Core aims to inherently provide control over the environment.
By Makenzie Holland • Jan. 15, 2026 -
AI demand shakes up semiconductor hierarchy
Nvidia extended its GPU dominance as Intel lost ground last year, analyst firm Gartner said.
By Matt Ashare • Jan. 13, 2026 -
Deep Dive
Neoclouds size up enterprise opportunities
Big Tech AI buildouts fueled explosive growth among emerging cloud providers in 2025. A broader customer base may be on the horizon.
By Makenzie Holland • Jan. 12, 2026 -
Flexera expands its FinOps footprint to take on data cloud costs
The company broadened its spend management capabilities with the acquisition of ProsperOps and Chaos Genius.
By Matt Ashare • Jan. 9, 2026 -
4 CIO trends to watch in 2026
Executives will contend with agent sprawl, monitor AI regulation and reshape tech talent training strategies in the year ahead.
By Nicole Laskowski , Roberto Torres , Makenzie Holland • Jan. 8, 2026 -
Nvidia’s Rubin platform aims to cut AI training, inference costs
The processor is expected to speed AI inference and use less AI training resources than its predecessor, Nvidia Blackwell.
By Makenzie Holland • Jan. 6, 2026 -
Claire’s plans tech upgrades despite past financial setbacks
The embattled jewelry company will take steps to elevate customer in-store experiences by improving its technology foundation.
By Makenzie Holland • Jan. 5, 2026 -
Hyperscaler capex ballooned last year, fueling AI bubble fears
Spending on data center infrastructure nearly tripled year over year during the third quarter of 2025, Synergy Research Group’s analysis found.
By Matt Ashare • Jan. 5, 2026 -
House passes bill that could fast-track AI infrastructure projects
The SPEED Act aims to cut red tape in order to meet soaring energy demand and growing competition in the global AI race, according to the bill’s sponsors.
By Makenzie Holland • Dec. 19, 2025 -
Microsoft, Google rule AI vendor market for enterprises
The two tech titans provide the most advanced offerings for businesses, according to a Gartner analysis. The firm also highlighted OpenAI’s strength as an LLM provider.
By Makenzie Holland • Dec. 18, 2025 -
CIOs name AI adoption as top imperative: survey
Despite strong deployment goals, most C-suite executives believe new technology investments will take more than six years to reach 48% of expected returns.
By Makenzie Holland • Dec. 18, 2025 -
Amazon AI chief exits, triggering leadership shakeup
Peter DeSantis was tapped to lead a new group focused on AI, silicon and quantum as Amazon’s AI Chief Rohit Prasad plans to step down at the end of the year.
By Makenzie Holland • Dec. 17, 2025 -
IBM releases SAP tool as migration deadline looms
Fueled by generative and agentic AI, the IBM Consulting Application Management Suite for SAP aims to simplify the transition to S/4HANA.
By Makenzie Holland • Dec. 16, 2025 -
Trump calls for federal policy framework preempting state AI laws
The executive order comes as Big Tech pushes back on local AI regulation while pouring billions into building out AI infrastructure and deploying new products.
By Makenzie Holland • Dec. 12, 2025 -
Enterprise AI PC adoption set to slow in 2026
A second adoption wave is expected to hit in 2027 as enterprises shore up their AI capabilities, according to The Futurum Group.
By Makenzie Holland • Dec. 11, 2025 -
SAP deploys EU AI Cloud in latest push for data sovereignty
The ERP giant has been working to expand EU-based compute capacity, having pledged more than $20 billion to the effort in September.
By Makenzie Holland • Dec. 2, 2025 -
AWS, Google link up to ease multicloud deployments
Microsoft Azure will also join the service in 2026. It's the latest hyperscaler move to ease interoperability.
By Makenzie Holland • Dec. 1, 2025 -
HP plans workforce trim despite rising AI PC demand
The company unveiled a restructuring plan that includes cutting up to 6,000 jobs by 2028 as it bows to cost pressures and looks to capitalize on AI.
By Makenzie Holland • Nov. 26, 2025 -
Trump launches Genesis Mission to build AI platform
The Department of Energy will lead the effort to craft the American Science and Security Platform, which will unite supercomputers, AI and quantum systems.
By Makenzie Holland • Nov. 25, 2025 -
Kyndryl adds agentic tools for the mainframe
Use cases for agentic AI in legacy IT systems are expanding as companies turn to the technology to manage and modernize workloads.
By Makenzie Holland • Nov. 24, 2025