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IDC Study: AI Drives Global ICT Spend to $4 Trillion in 2026 - 📅 - Global enterprise spending on information and communications technology is set to reach $4 trillion in 2026, climbing toward $6 trillion by 2029, as artificial intelligence platforms move from experimentation to large-scale deployment across industries, according to new data released this week by IDC.

The forecast, published in the firm's latest Worldwide ICT Spending Guide for enterprise and SMB segments, highlights a pivotal shift: AI is no longer a pilot initiative but a core driver of capital allocation, particularly in aerospace, defense and other security-sensitive industries responding to geopolitical volatility.

Excluding consumer spending, the global ICT market is projected to [...]
digitalrealty.com logoDigital Realty Expands AI Labs to APAC and UK - 📅 - Digital Realty is extending its global innovation footprint with the launch of three new Digital Realty Innovation Lab facilities in Singapore, Japan and the United Kingdom, a move announced this week as enterprises worldwide accelerate investments in artificial intelligence and hybrid cloud infrastructure.

The expansion marks the first time the company has taken its Innovation Lab concept beyond the United States, following the debut of its inaugural facility in Northern Virginia in September 2025. The new sites are expected to become operational later this year, providing customers and technology partners in Asia Pacific and Europe with real-world environments to validate [...]
HPE Unveils AI-Optimized Juniper PTX Routers - 📅 - Ahead of Mobile World Congress 2026 in Barcelona, Hewlett Packard Enterprise (HPE) has unveiled two new Juniper PTX router families aimed at helping service providers and large enterprises build networks capable of supporting distributed cloud environments, data center interconnect (DCI), and rapidly expanding AI fabrics.

The announcement, made days before the annual telecom and networking showcase, underscores how AI-driven traffic patterns are reshaping core network architectures and accelerating demand for higher capacity, improved power efficiency and lossless performance at scale.

The new additions to HPE's core Juniper PTX Series include the modular Juniper PTX12000 family, [...]
AI Emerges as Top Enterprise Data Security Threat - 📅 - Artificial intelligence has overtaken ransomware and human insider threats as the top data security concern for global enterprises, according to the newly released 2026 Data Threat Report from Thales. The study finds that 70% of organizations rank AI among their most significant data security risks, with 61% identifying it as the single top threat.

The study is based on research conducted by S&P Global 451 Research and drawing insights from organizations across sectors including automotive, energy, finance and retail.

The research commissioned by Thales finds that 70% of organizations rank AI among their most significant data security risks, with 61% identifying it as the single top [...]
Altarea, Vantage Plan 400MW AI Data Center Campus in France - 📅 - Altarea and Vantage Data Centers have signed a partnership agreement to develop a large-scale AI and cloud data center campus near Bordeaux, France, in a project expected to rank among the country's largest digital infrastructure developments. The announcement marks Vantage's entry into the French market.

It would underscore France's push to expand domestic capacity for hyperscale and artificial intelligence workloads.

The campus will be built on land owned by Altarea, a Paris-listed urban transformation and real estate development group focused on low-carbon projects. Altarea has already secured a 400-megawatt power connection with the French utility, a critical milestone that positions [...]
Khazna Secures Tier III for 100MW AI Data Center - 📅 - Khazna Data Centers has secured Tier III Certification of Design Documents (TCDD) from Uptime Institute for a new 100-megawatt AI-optimized data center in Ajman, United Arab Emirates, marking what the company says will be the first certified AI data center in the Middle East and North Africa region designed with liquid cooling.

The certification, announced this week, validates the design framework of the facility - known as QAJ01 - against globally recognized standards for redundancy and resilience as hyperscale AI infrastructure demand accelerates.

The Ajman facility is the largest in Khazna's portfolio to date, comprising 20 data halls, each engineered to deliver 5 megawatts of IT [...]
Cato Networks Surpasses $350M ARR in SASE Market - 📅 - Cato Networks has surpassed $350 million in annual recurring revenue for 2025, marking a 43% year-over-year increase and positioning the company among the fastest-growing players in the secure access service edge (SASE) market. The milestone underscores intensifying enterprise demand for converged networking and security platforms as organizations modernize infrastructure for hybrid work, cloud migration, and AI-driven operations.

The Tel Aviv-based company said its revenue growth significantly exceeds broader SASE market expansion. Gartner estimates the SASE sector will grow at a compound annual growth rate of 26% over five years, reaching $28.5 billion by 2028. Cato's acceleration [...]
AMD Lands Meta as Major AI Chip Customer - 📅 - AMD and Meta have signed a multi-year agreement to deploy up to 6 gigawatts of AI infrastructure powered by multiple generations of AMD Instinct GPUs, marking one of the largest disclosed AI compute partnerships to date. The deal expands the companies' existing collaboration and aligns their silicon, systems, and software roadmaps to support Meta's next phase of large-scale artificial intelligence deployment.

The first phase of the rollout will center on a custom AMD Instinct GPU built on the forthcoming MI450 architecture. Shipments supporting an initial 1-gigawatt deployment are scheduled to begin in the second half of 2026. The systems will combine the custom MI450-based GPUs with 6th [...]
Report: Open Source Contribution Delivers 5x ROI - 📅 - Businesses who actively support open source software are seeing returns on investment that range from two to five times higher, according to new study published this week by the Linux Foundation. According to the findings, which are backed by an economic impact model and survey data from over 500 IT leaders, upstream engagement offers quantifiable operational, financial, and strategic benefits, but passive consumption can have substantial hidden costs.

The report, titled ROI for Open Source Software Contribution: Insight from the Open Source ROI Survey and Economic Model, quantifies the business case for open source contribution at a time when global enterprises are under pressure to [...]
Cloud GPUs Become Core to Enterprise AI Strategy - 📅 - The rapid rise of cloud-based GPU infrastructure is reshaping how enterprises approach artificial intelligence, machine learning, financial modeling and high-performance computing. What was once the domain of research labs and well-funded hyperscalers is now accessible on demand to startups, mid-market companies and global enterprises alike.

For technology leaders navigating 2026, cloud GPUs are no longer a niche capability. They have become a strategic enabler of innovation, operational agility and competitive differentiation. The shift is not merely about faster processing - it represents a structural change in how compute resources are provisioned, financed and optimized.

Below is an [...]