#cloud-infrastructure-investment

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Tech industry
fromTheregister
1 day ago

Top cloud providers to outspend Ireland's GDP on AI in 2026

Major cloud providers will spend over $710 billion on AI infrastructure in 2026, driving severe memory shortages and price increases as they compete for GPU and custom accelerator capacity.
fromTheregister
5 months ago

SAP to invest 20B in European sovereign cloud push

SAP says it will pump €20 billion into expanding sovereign cloud infrastructure in Europe over the next ten years, pitching itself as a secure and compliant alternative to American cloud giants. The Germany-based enterprise software biz is looking to provide sovereign infrastructure for the public sector and regulated environments, said Thomas Saueressig, board member for customer services and delivery. "With our expanded SAP Sovereign Cloud offering, SAP is unlocking access to the full spectrum of cloud innovations and AI capabilities for all markets and industries while ensuring these advancements are delivered in a sovereign framework and on customers' own terms."
EU data protection
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