Cloud Act Fuels European Fears Over US Access to Data and Software Updates European firms warn the US Cloud Act could let American authorities access overseas data and influence software …
cloud
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Technology
Cloud providers face surging AI compute demand as investments outpace revenue
by Helga Moritzby Helga MoritzAI cloud demand outpaces revenue as tech giants accelerate compute investments AI cloud demand surges as tech giants report rising revenues while infrastructure spending accelerates faster, prompting strategic shifts and …
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Technology
Europe Shifts From US Tech as France Awards Sovereign Cloud Contracts
by Helga Moritzby Helga MoritzEurope Reduces Reliance on U.S. Tech as Governments Shift to Sovereign Clouds European governments accelerate moves to reduce reliance on U.S. tech, awarding sovereign cloud contracts, moving health data off …
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Business
SAP posts robust Q1 as cloud revenue surges 19% and backlog rises 20%
by Leo Müllerby Leo MüllerSAP Q1 results: Cloud revenue climbs 19% as AI demand lifts profit but company warns of Q2 slowdown SAP Q1 results: cloud revenue up 19% and adjusted EBIT +17%. Company …
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Business
SAP reports Q1 beat as cloud and AI drive revenue growth, flags Q2 slowdown
by Leo Müllerby Leo MüllerSAP quarterly results beat forecasts as cloud revenue and AI demand lift profits SAP Q1 results beat forecasts as cloud revenue and AI demand lift sales; adjusted EBIT rose but …
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Business
SAP beats Q1 expectations as cloud and AI drive growth, warns slowdown
by Leo Müllerby Leo MüllerSAP Q1 results show cloud and AI momentum, but legal costs and geopolitical risks cloud outlook SAP Q1 results: cloud revenue surges and adjusted profits beat expectations, while a Teradata …
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Business
SAP forecasts slower overall growth in 2026 despite AI driven cloud gains
by Leo Müllerby Leo MüllerSAP growth forecast: Cloud and AI buoy Q1 but SAP warns full-year expansion will slow SAP growth forecast: SAP warns of slower revenue expansion in 2026 despite strong cloud and …