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Today’s Storystream

Blue Cloud Softech Solutions will invest up to $1 billion to build an AI-native data center network across India, targeting 800 MW of capacity through phased expansion. The company will develop high-density GPU clusters, sovereign cloud platforms, and AI-driven cybersecurity systems for enterprises, research institutions, and strategic sectors. It plans to launch the first phase in FY2026, pending regulatory approvals, as India accelerates digital infrastructure growth.

Governments and regulated industries are accelerating sovereign cloud investments, pushing global IaaS spending toward $80 billion in 2026, a 35.6% jump, Gartner reports. Rising geopolitical tensions are driving “geopatriation,” shifting workloads from global hyperscalers to local providers. Europe will overtake North America by 2027, signaling a structural realignment in cloud infrastructure as nations prioritize data sovereignty and digital independence.

Microsoft reported sharp momentum in its AI-driven cloud business, with commercial remaining performance obligations rising 110% to $625 billion. Azure revenue climbed 39%, helping lift cloud profit to $51.5 billion. Microsoft 365 Copilot reached 15 million paid users. Heavy AI infrastructure spending trimmed margins, but bookings and long-term contracts signal sustained enterprise demand for AI and cloud services.

Hosting provider 20i has brought a new Singapore data center online, extending its autoscaling cloud platform across the Asia-Pacific region. Located in a Tier 3 Equinix facility, the site supports lower latency for markets including Southeast Asia, India, Japan, and Australia. The deployment strengthens regional resilience, improves traffic handling during demand spikes, and reflects growing investment in distributed cloud infrastructure.

Barracuda Cloud-to-Cloud Backup has received a 2025 Cloud Computing Backup and Disaster Recovery Award, reflecting growing industry focus on stronger protection for SaaS data. The recognition highlights features such as immutable backups, granular recovery for Microsoft 365, and built-in malware checks, as organizations reassess whether traditional backup tools can keep pace with modern ransomware, insider risk, and compliance demands.

Alphabet closed 2025 with Google Cloud emerging as a key growth engine, as revenue jumped 48% to $17.7 billion on rising enterprise demand for AI infrastructure and core cloud services. The quarter underscored how deeply AI now shapes Google’s business, lifting Search usage, subscriptions, and YouTube revenue, while pushing total annual revenues past $400 billion for the first time.