For years, the cloud computing sector operated on an elegant premise: compute and storage were borderless commodities, and scale wins. The hyperscalers built empires on that assumption. But a confluence of geopolitical friction, data nationalism, and hard-learned lessons about digital dependency is now rewriting that traditional rulebook. Gartner's latest market study found worldwide sovereign cloud Infrastructure-as-a-Service (IaaS) spending will reach $80 billion in 2026 — that's a 35.6 percent surge from 2025 — climbing further to $110 billion by 2027. This is a structural shift in how governments, enterprises, and critical infrastructure operators think about where their data lives, who controls it, and what national interests it serves. Sovereign Cloud Market Development The regional breakdown is where the real strategic intelligence lies. China leads all markets at an estimated $47 billion in 2026, underscoring that state-driven infrastructure investment is a long-establ...
For two decades, enterprise Software-as-a-Service (SaaS) has been the dominant force reshaping how organizations consume business applications. Yet as artificial intelligence (AI) capabilities accelerate, a critical question emerges. Will AI apps render the SaaS model obsolete? The answer, as with most paradigm shifts, is far more nuanced than a simple yes or no. Enterprise SaaS isn't dying, but it's growing much older. And maturity, while a testament to success, brings its own set of challenges. Enterprise SaaS Market Development The U.S. enterprise software market is now highly saturated, and the momentum that once seemed unstoppable has definitively slowed. And yes, AI is a contributing factor. The B2B SaaS expansion era that defined the last decade, characterized by rising customer counts and reliable growth within existing accounts, has reached its natural limits. What's particularly telling is the shift in CIO priorities. While SaaS vendors were racing to expand their...