Global Scans · Cloud computing · Weekly Summary

• [New] Expansion into southeast Asia: Alibaba is actively expanding its cloud infrastructure and services into Southeast Asia, a region with high growth potential for cloud computing and AI. archyde
• [New] Despite tariff uncertainties, AI and cloud demand will sustain software and IT services. The Times Of India
• [New] Amazon's One Medical has recently forged new alliances with health systems, and CVS announced a $20 billion, 10-year investment to build an integrated care platform that could include traditional providers. Becker's Hospital Review | Healthcare News & A
• [New] By Ordering platform, Marketplaces held 39.12% revenue share in 2024; Mobile-First Apps record the fastest forecast CAGR at 8.12% through 2030. Mordor Intelligence
• [New] The next decade will see stronger adoption of AI, IoT, cloud computing, and smart city programs. Blog - InvestinAsia
• [New] Commercial software spend will reach $1.7 trillion by 2029 and maintain double-digit growth. Forrester
• [New] Spending for off-the-shelf AI software will be four times greater in 2030 than in 2024 largely due to increasing demands around data governance. Forrester
• [New] 2025 To 2029, software infrastructure growth is set to achieve a strong compound annual growth rate of 13.3% while application software growth will see a more subdued 9.5% CAGR. Forrester
• [New] One of the most significant changes we can expect in software engineering by 2025 is the increased use of artificial intelligence and machine learning. Education
• By Platform, the airborne segment is anticipated to grow at a remarkable CAGR of 8.2% between 2025 and 2034. Precedence Research
• All other spending categories are expected to accelerate in 2025, led by software (+14.2%), devices (+10.4%) and IT services. QuotedData
• By 2028, 33% of enterprise software applications will include agentic AI capabilities, and it will enable 15% of day-to-day work decisions to be made autonomously. Agentech
• GenAI enables tailored financial advice, automates complex document generation, and optimizes software code, potentially saving 20-40% in software investments by 2028. Aspire Systems
• The global trend is clear - authorities from South America to East Asia are demanding a more open iPhone, which could force Apple to adapt its software and business model in the coming year. TS2 Space
• Current signals (e.g. OpenAI's plan for a search engine, and ChatGPT becoming a household name) suggest a real possibility of an external AI platform rivalling Google's scale by 2030. TTMS
• A SaaS company that can improve free cash flow margins and lower CAC payback will gain access to better valuation multiples - even if growth tempers a bit. investing.com
• PSH is actively seeking opportunities to acquire software companies as new investments or add-ons to its portfolio of companies in Canada, the United States, and the United Kingdom. Pender Growth Fund Inc.

Last updated: 07 September 2025