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Showing posts from February, 2026

Sovereign Cloud: Crossing the Tipping Point

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...

The Next Chapter for Enterprise Software

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...

Why Many People Still Need Mobile Money

In the span of just two decades, mobile money offerings have transformed from a simple money transfer mechanism into a comprehensive financial ecosystem serving billions of under-served people worldwide. What began as an experiment in leveraging mobile phones for basic transactions has evolved into sophisticated financial super-apps that rival traditional banking infrastructure. This transformation represents a fintech innovation, and a fundamental re-imagining of how financial services can reach those left behind by conventional banking systems. Mobile Money Market Development According to the Juniper Research latest market study, more than 1.6 billion adults globally remained without access to a bank account in 2025. The distribution of this un-banked population reveals stark regional disparities: Africa and the Middle East account for 691 million un-banked adults, while the Indian Subcontinent contributes 497 million. In regions like Africa and the Middle East, over half of the adul...