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IT demand
Today2 stories · 3 articles
Net tone▲ +67% today
Market checkESDS Software Solution −5.0%
Developing1 storyline
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128 Sept
Data▲ bullishHyperscaler cloud revenues may exceed $1 trillion annually by 2030Cloud revenues could top $1 trillion annually by 2030Data centresAI
Expansion● mixedCisco's Splunk sees India among key APAC markets, bets on digital scale and data sovereigntyGlobal marketsGCCsTelecom
Deal▲ bullish'One Plus One Needs To Become More Than Two': eClerx's Kapil Jain On M&A, Growth StrategyeClerx sees healthy demand from existing clients and within its current industry verticalseClerx Services
● mixedInside the deal engine room: VCs and PEs make the case for ERP as a governance variableVCs and PE investors argued that ERP and AI adoption, data governance, and cybersecurity matter in company assessmentsStartups and VCAIStartup funding
Order win▲ bullishVascon Engineers wins ₹660 crore Qualcomm office project in BengaluruThe office facility order from Qualcomm India is worth ₹660 crore; some reports cite ₹661 croreVascon EngineersInfrastructureQualcomm India
Order win● mixedAnthropic signs seven-year cloud deal with Akamai worth $11.6 billionThe deal could expand by another $9 billion, taking the potential total to about $20 billionAnthropicData centresAI
Results▲ bullishESDS Q1 net profit rises nearly 14% as revenue grows 7%Net profit rose 14% year over year to ₹29.3 croreESDS Software SolutionAI
Results● mixedL&T Tech Services Q2 results on October 19: Interim dividend also on agendaL&TIT servicesL&T Technology Services
Deal● mixedBlackRock, IFM close in on $25 billion Stack data center deal: BloombergBlackRock and IFM are close to a $25 billion Stack data center dealData centresAIGlobal markets