#cloud-vendor-dependency

#cloud-vendor-dependency

Commvault focuses on data protection and recovery in the event of cyberattacks, ransomware, and system failures for both enterprise environments and cloud providers. Its clients include 3M, Sony, and Hilton.

"In agentic environments, agents mutate state across data, systems, and configurations in ways that compound fast and are hard to trace," says Pranay Ahlawat, Chief Technology and AI Officer at Commvault.

When civilian banks, logistics platforms, and payment processors share physical data center infrastructure with military AI systems, those facilities become legitimate military targets under international humanitarian law - and the civilian services housed inside lose their legal protection.

Neocloud providers, which include the likes of Nscale, CoreWeave and Carbon3.ai, are having a somewhat disruptive impact on the market by making huge commitments to build out hyperscale datacentres in support of the UK government's AI growth agenda. These providers are also taking up capacity in colocation datacentres that some of the hyperscale cloud giants previously committed to renting space in, before pulling out.

Sovereignty, locality, and 'alternative cloud' strategies are often treated as simple settings in hyperscaler consoles. Pick a region, check a compliance box, and move on. IT consultancy Coinerella posted about replacing a typical US-centric startup baseline with a 'Made in the EU' stack. They treat sovereignty as an architectural posture and an operating model that can save money.

Azure Governance is the set of policies, processes, and technical controls that ensure your Azure environment is secure, compliant, and well-managed. It provides a structured approach to organizing subscriptions, resources, and management groups, while defining standards for naming, tagging, security, and operational practices.

A North American manufacturer spent most of 2024 and early 2025 doing what many innovative enterprises did: aggressively standardizing on the public cloud by using data lakes, analytics, CI/CD, and even a good chunk of ERP integration. The board liked the narrative because it sounded like simplification, and simplification sounded like savings. Then generative AI arrived, not as a lab toy but as a mandate. "Put copilots everywhere," leadership said. "Start with maintenance, then procurement, then the call center, then engineering change orders."

It's very different having 24% year-over-year growth on $142 billion annualized run rate than to have a higher percentage growth on a meaningfully smaller base, which is the case with our competitors. We continue to add more incremental revenue and capacity than others, and extend our leadership position.