hyperscalers

Nokia’s ERP Overhaul Shows Why AI Ambitions Are Moving to the Hyperscaler Layer

Nokia has signed a multi-year RISE with SAP agreement to consolidate multiple ERP systems into a unified SAP S/4HANA landscape hosted on Microsoft Azure, using clean-core principles and SAP's transformation methodology to prepare its global business backbone for embedded AI, operational resilience, and continuous cloud innovation.

AI is reshaping enterprise partnerships across ERP, supply chain, governance, and ecosystem collaboration

Analytics and AI

AI Is Changing the Rules of Enterprise Partnerships: Q&A with Blue Yonder’s VP Kelley Lear

In this ERP Today Q&A, Blue Yonder’s Kelley Lear explains how AI is changing the rules of enterprise partnerships. The discussion covers agentic AI, hyperscaler and ERP alliances, supply chain disruption, data readiness, governance, and what separates outcome-focused partnerships from those that stall.

Photo of a glass wing butterfly_Anthropic Project Glasswing

Security

Anthropic Enlists Hyperscalers, Security Giants to Secure Critical Software Infrastructure With AI

Anthropic has launched Project Glasswing, enlisting hyperscalers and security giants to use AI to detect and fix vulnerabilities across critical software infrastructure.

Analytics and AI

Cloud Infrastructure Spend Hits $110B: How Hyperscalers Are Building for AI at Scale

Global cloud infrastructure spending hit $110.9 billion in Q4 2025, driven by AI demand. Hyperscalers are scaling capacity rapidly, reshaping how enterprises plan ERP and AI workloads.

ERP Strategy and Planning

Microsoft Begins Validating NVIDIA AI Supercomputer, Signaling Hyperscaler Shift for ERP Workloads

Microsoft has begun validating NVIDIA’s next-generation AI system, signaling how hyperscalers are preparing infrastructure that will underpin ERP and enterprise workloads.

Analytics and AI

Microsoft Q2 2026 Results Show AI, Cloud Growth Accelerating as Spending Surges

Microsoft reported strong Q2 FY2026 results with $81.3 billion in revenue, driven by significant growth in cloud and AI services, despite a sharp increase in capital expenditures to support infrastructure demands, reflecting the company's aggressive AI ambitions.

Analytics and AI

Blue Yonder Taps Kelley Lear to Lead Global Alliances, Scale AI-Driven Supply Chain Ecosystem with Microsoft

Kelley Lear's appointment as corporate VP at Blue Yonder aims to enhance a 300-plus partner ecosystem focused on AI-driven supply chain solutions with Microsoft, emphasizing innovation, strategic alliances, and the use of agentic AI for better partner intelligence.

Governance, Risk, and Compliance

How Gulf States Are Approaching Digital Sovereignty

Gulf states are building digital sovereignty frameworks to strengthen infrastructure and move from importing to operating cloud and AI services locally. National regulations, major investments, and regional collaboration support this transformation.

Analytics and AI

Alphabet’s Intersect Buy Tightens Link Between AI Data Centers and Clean Energy Infrastructure

Alphabet is acquiring Intersect for $4.75 billion to enhance its data center and energy infrastructure capabilities as part of its AI strategy, while Intersect will operate independently and collaborate closely with Google on new facilities.

Cloud Platform and Technology

Why Hyperscalers Are Investing $67.5B in India

Microsoft and Amazon plan to invest a total of $52.5 billion in India's AI and digital infrastructure, reflecting a broader trend of significant investments from tech giants aimed at enhancing the country's digital economy and capacity to support advanced technologies.

CEO Bill McDermott | ServiceNow sees “tailwind of growth” with GenAI in Q3 23 success

Analytics and AI

ServiceNow and Google Cloud Expand Partnership to Deliver AI-powered Tools to Millions of Users

ServiceNow and Google Cloud have expanded their partnership to integrate ServiceNow's platform and workflows with Google Cloud, enabling AI-driven transformation across enterprise technology, enhancing data accessibility and workflows, with new AI-powered solutions set to launch by 2025.