hyperscalers

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.

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.

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.

Oracle's Q2 FY2026 financial results reveal a dramatic surge in cloud and AI offerings, with remaining performance obligations rising to $523.3 billion, total cloud revenue hitting $8 billion, and significant growth in Oracle Cloud Infrastructure and GPU revenue.

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.

Microsoft is deepening its collaboration with OpenAI by leveraging the startup's custom chip designs for its own semiconductor strategy, while addressing concerns about AI hardware depreciation, which may influence enterprise decisions on long-term cloud and AI investments.

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.