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Today’s Storystream

SAP has introduced a three-tier cloud support model—Foundational, Advanced, and Max—designed to align services with AI adoption and subscription-based delivery. While on-premises contracts remain unchanged, the new structure embeds AI tools, proactive guidance, and tier-based pricing into cloud agreements. Analysts note clearer packaging but caution enterprises to review flexibility, costs, and renewal terms as SAP tightens its cloud-focused customer success framework.

At MWC 2026, Huawei Cloud introduced an Industry AI Foundry and a next-generation hybrid cloud platform aimed at regulated sectors. The company also launched CodeArts, an AI coding agent designed to support enterprise software development. The announcements reflect a broader shift toward integrating AI infrastructure, hybrid cloud architecture, and industry-specific models to support large-scale, compliant AI deployments.

At MWC 2026, Samsung demonstrated AI running within a cloud-native virtualized RAN stack, combining its vRAN software with NVIDIA Grace CPUs and L4 GPUs. The multi-cell test showed AI-driven beamforming operating alongside live radio functions on shared infrastructure. While not a commercial rollout, the validation highlights growing convergence between AI workloads, edge computing, and telecom cloud architecture.

Tencent is increasing its European cloud footprint with a new Frankfurt availability zone, responding to rising demand for AI and 3D content generation services. The expansion strengthens its Germany presence as local developers adopt Tencent’s Hunyuan-based models for design and fintech workloads. The move reflects intensifying global cloud competition as hyperscalers dominate worldwide infrastructure spending.

Upwind is expanding its cloud security operations across Asia-Pacific and Japan, growing its regional workforce and launching in-country SaaS instances to meet data residency and compliance demands. The move follows sharp increases in reported cloud breaches across India, Australia, Singapore, and Japan, underscoring rising demand for runtime cloud security as enterprises confront live, AI-driven threats in complex multi-cloud environments.

OpenAI is significantly widening its AWS partnership, committing to 2 gigawatts of Amazon Trainium capacity as part of a cloud agreement that could exceed $100 billion. The deal includes next-generation Trainium chips and expanded GPU access, alongside new AI agent infrastructure via Amazon Bedrock. The move signals a deeper alignment between OpenAI’s large-scale models and AWS cloud infrastructure strategy.