Global Scans · Cloud computing · Weekly Summary

• [New] Sources tell Reuters and Bloomberg that the job cuts could start on Tuesday, potentially impacting almost 10% of Amazon's 350,000 corporate employees across logistics, gaming, payments, and cloud computing teams. The Verge
• [New] In the cloud computing space, Amazon's continued AWS acceleration, particularly in AI workloads, will intensify the cloud wars. FinancialContent
• [New] Amazon's projected stock breakout in 2026, fueled by its dominant AWS, increasingly profitable e-commerce, and burgeoning advertising segments, is poised to send significant ripple effects across the competitive landscapes of both e-commerce and cloud computing. FinancialContent
• [New] 82% of developers will adopt AI-assisted coding tools by 2025, underscoring the growing importance of central tools such as GPT Engineer in software development. Business Process Outsourcing Services | Unity Communica
• [New] BIS plans to regulate transactions involving VCS Hardware or Covered Software from entities controlled by China or Russia. www.hoganlovells.com
• [New] Telematics and fleet-management subscriptions doubled year over year, contributing to a 24% increase in software-based subscription revenue and pushing toward a target that 20% of EBIT comes from aftermarket software by 2026. Medium
• [New] Apple is expected to launch its next big wave of software updates this coming week. 9to5Mac
• Integrating the IDEX platform into SLB's data environment will provide advanced intervention applications for planning and modeling which gives operators the ability to create intelligent, data-driven workflows - enabling greater consistency, efficiency and performance for well interventions. Stock Titan
• The digital ecosystem will integrate SBM Offshore's operational workflows, data and life cycle expertise with SLB's digital technologies, including its OptiSite solutions which are enabled by Cognite Data Fusion, as part of SLB's Lumi data and AI platform. Stock Titan
• For Cloud Box Technologies, GITEX is a powerful platform to highlight its partnerships, explore emerging technologies, and tap into new opportunities worldwide. TahawulTech.com
• 33% of enterprise software applications will include agentic AI by 2028, marking a fundamental shift toward intelligent business automation. Kodexo Labs
• As a new feature in 2025, all programmes will incorporate training in Power Apps, a line of business intelligence software apps, app development and app connectivity. Automotive World
• Supply-chain and software ecosystem risk: Microsoft flags that attackers increasingly aim at the software supply chain (developers, CI/CD, package registries) as a force multiplier. News, Events, Advertising Options
• Google says it will commit $1 billion for AI education and job training programs, including free access to its Gemini for Education platform for U.S. high schools. ABC News
• Social media platform X will soon introduce an updated recommendation algorithm fully driven by artificial intelligence. Medium
• Google launched CodeMender, an AI-powered agent that detects, patches, and rewrites software to eliminate security vulnerabilities before they cause harm. Vavoza
• Thanks to collaborative governance and disciplined delivery, programmes such as Morane 2 are currently validating FRMCS hardware and software in three laboratories and on five field test lines, including a high-speed line in Spain, ensuring readiness for large-scale deployment from 2027 onwards. UIC Communications
• Edge AI might offer instant value for logistics firms, while AI-driven software suits digital products. Security Boulevard
• In response to China's maneuver to control exports of critical minerals, Trump threatened a 100% tariff and export controls on critical software on social media. Forvis Mazars
• Companies are deepening their investment in generative AI solutions, with spending on GenAI software and related hardware expected to reach $143 B USD by 2027. CloudTweaks
• With new entrants and growing public interest, the U.S. is expected to contribute nearly 25% of global robotaxi software revenue by 2046. 2Ner

Last updated: 02 November 2025