Global Scans · Cloud computing · Weekly Summary

• [New] From a product lens, the Google Finance move signals how dominant platforms will use foundation models to add stickiness: expanding time-on-platform for investors and adding premium features (advanced charting, earnings insights) that can be monetized or used to retain B2B partners. News, Events, Advertising Options
• [New] In cloud computing and data centers, new AI chip architectures could reduce the operational costs associated with running large-scale generative AI models, benefiting cloud providers like Amazon, Microsoft, and Alphabet, who are both users and developers of AI hardware. FinancialContent
• [New] Amazon's projected 2026 breakout signifies a profound evolution from its e-commerce roots into a diversified technology conglomerate, underpinned by its formidable cloud infrastructure, advanced AI capabilities, and a rapidly expanding advertising platform. FinancialContent
• [New] Amazon's growing advertising platform may divert digital ad spending from other platforms, impacting where Walmart might advertise its marketplace. / USA FinancialContent
• [New] PayPal will connect its global merchant network to OpenAI, creating a platform for tens of millions firms to sell within ChatGPT. FinExtra
• [New] Amazon serves as the cloud provider for Anthropic, though the AI company signed a deal with Google last week that will see it use up to 1 million Google chips to power its AI software. Yahoo Finance
• [New] While hardware was prevalent in 2024, software is forecasted for the highest growth through 2033 due to advancements in AI, data analytics, and cloud platforms. Yahoo Finance
• [New] While Russia's economic reliance on China has deepened, it continues to project an independent posture through multi-platform diplomacy. East Asia Forum
• [New] Management expects sustained growth in its software and consulting businesses, buoyed by a growing pipeline in generative AI and strong client interest in Red Hat and automation platforms. Yahoo Finance
• [New] Baidu has teamed up with Lyft to roll out its Apollo Go autonomous vehicles in Europe, starting in Germany and the UK by 2026, with Lyft operating the platform and Baidu providing vehicles and core technology. ThinkChina - Big Reads, Opinions & Columns on China
• [New] The OTA platform segment, valued at $22.6 billion in 2020, is expected to reach $132.6 billion by 2030, driven by the ease of comparing and booking personalized travel packages. Travel And Tour World
• 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
• In the cloud computing space, Amazon's continued AWS acceleration, particularly in AI workloads, will intensify the cloud wars. FinancialContent
• 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
• 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
• BIS plans to regulate transactions involving VCS Hardware or Covered Software from entities controlled by China or Russia. www.hoganlovells.com
• 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
• 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

Last updated: 09 November 2025