Maryanne Baines has spent years in the trenches of cloud evaluations, picking apart provider stacks, testing platform behaviors under stress, and guiding public-sector teams from policy to production. With the European Commission’s sovereign cloud tender—worth up to €180 million over six years—now
Boardrooms are louder now as AI PC pilots give way to rollouts that promise faster work, lower latency, and tighter data control while forcing hard choices on budgets, skills, and governance. That shift has pushed the conversation from curiosity to execution: who gains, how fast, and at what cost.
Trading desks and risk teams kept hitting a wall: petabyte-scale data pipelines ballooned cloud bills while overnight jobs crept into trading hours, and a single ad hoc query could idle analysts for minutes as CSVs slogged across object storage. That bottleneck framed the appeal of Delta Parquet,
Investors weighing cloud ETFs now face a split market where AI-fueled data-center buildouts and hyperscaler strength are marching ahead even as questions swirl around software monetization models and rate sensitivity that still compresss valuations for small and mid-cap names. The stakes are
EarningscollidewithaFedmeetingthisweekastheAIspendingboomconfrontsinvestorswithapivotalquestionabouthowquicklymassivedatacentercapexcantranslateintofastercloudgrowthandsteadierprofitmarginsacrosstheindustryheavyweights. The calendar concentration is no sideshow: Microsoft, Alphabet, Amazon, and
Regulators did not wait for collaboration vendors to catch up, and UK enterprises with cross-border exposure increasingly demanded unambiguous proof that meeting recordings, chat logs, call metadata, and AI outputs stayed within national boundaries. That pressure culminated in a notable change:
