Industry Trends

Cloud is set to take 26% of IT budgets, and hiring is shifting toward platforms

Foundry’s 2026 cloud survey and Robert Half’s 2026 salary data point to the same reality: cloud and AI delivery is now a platform-and-governance staffing proble

Anthropic’s mega-IPO prep is forcing enterprise buyers to treat AI vendors like long-term critical infrastructure

Bloomberg reports Anthropic is sizing an IPO to rival SpaceX’s record, while its revenue run rate and policy moves push enterprise procurement toward stronger g

U.S. financial services tech budgets set to hit $495B in 2026, 17.1% of all U.S. tech spend

Forrester pegs U.S. financial services tech budgets at $495B in 2026, or 17.1% of total U.S. tech spend. Circana-tracked H1 B2B spending hit $35.3B, a checkpoint on AI foundations and controls spending.

Etched’s $21 billion valuation forces AI inference buyers to treat racks as contracts, not chips

Etched’s $700M round at a $21B valuation is being driven by inference economics and delivered as full racks. That changes how enterprises should procure, benchm

AI capex scrutiny is reshaping how enterprise buyers justify tech spending

Wall Street's $890B single-day tech wipeout signals a new era of ROI pressure on AI infrastructure decisions.

AI ambitions could push SpaceX to tens of trillions in value by the 2030s, analyst argues

Mach33 Financial Group says SpaceX's AI pivot is the real long-term value driver, while Google restructures DeepMind and ByteDance races toward a massive new mo

AI infrastructure spending is splitting the semiconductor sector in two

Samsung's chip profit surged 250-fold while Qualcomm and Arm stumble on smartphone weakness, revealing a widening divide in enterprise hardware demand.

Samsung chip profit soared 250-fold this earnings season, and AI infrastructure spending shows no sign of slowing

AI hardware demand drove Samsung's chip unit to a 250-fold profit surge, while Palantir, Cloudflare, and Hon Hai posted outsized results, splitting the enterpr

Anthropic's IPO path and hyperscaler dependency on foundation models dominate August AI market debate

Two separate CNBC investor conversations spotlight Anthropic as a possible IPO candidate and warn that cloud hyperscalers' AI ambitions are tied to OpenAI and Anthropic's commercial success.

OpenAI and Anthropic claim 80% of Forbes AI 50 funding as a new wave of pre-unicorn challengers emerges

Forbes' 2026 AI 50 and Next Billion-Dollar Startups lists reveal how AI dominates venture capital and enterprise application alike.

HCLTech's Advanced AI revenue jumps 62% as record $2.4B bookings quarter signals enterprise AI spending is accelerating

HCLTech posted record Q1 bookings of $2.4B and 62% Advanced AI revenue growth, anchored by a $1.14B digital workplace deal and a $370M AI data center bet.

94% of B2B buyers fact-check AI research, and peer reviews still close the deal

TrustRadius's 2026 B2B Buying Disconnect Report finds AI is now standard in software purchasing, but human validation remains the decisive factor.

Google's Gemini 3.5 Pro slips behind schedule amid benchmark misses and internal turmoil

Google's next flagship Gemini model is months behind on coding benchmarks while AI compute scarcity reshapes vendor relationships and product timelines industry

B2B tech lead gen in 2026 is a timing problem, not a volume problem

Enterprise tech buyers finish 60–70% of their research before talking to a rep. The pipeline gap lives in that window, not in list size.

Fable 5 and Mythos 5 Are Back. What the 19-Day Shutdown Taught Every Enterprise About AI as Infrastructure.

On June 30, the U.S. Department of Commerce lifted export controls on Anthropic's Claude Fable 5 and Mythos 5, ending a 19-day global shutdown. The models return globally on July 1. Here is what changed, what it means for B2B buyers worldwide, and what the broader AI race looks like now.

Enterprise AI adoption shifts from pilot projects to core business strategy

Enterprise AI is moving beyond experimentation into full-scale deployment, reshaping operations, decision-making, and competitive positioning across industries.

Consulting Reframed: Perspective, Leadership, and Impact Beyond the Client

As organizations navigate accelerating digital transformation, tighter margins, and increasing organizational complexity, the role of consultants is being re-examined. Today’s most effective consulting leaders are no longer valued simply for delivering projects, but for bringing outside perspective, cross-industry insight, and the ability to lead through ambiguity. Most large organizations today are not short on…

2025 Broadband Year in Review, Part 2

In this episode of Wavelengths, the Amphenol Broadband Solutions podcast, host Daniel Litwin continues his conversation with Alex Rozek, Founder and CEO of Mac Mountain, to examine how technology shifts, capital discipline, and changing consumer expectations reshaped broadband in 2025, and what those changes lock in for the future. As the broadband industry closes…

2025 Broadband Year in Review, Part 1

In this episode of Wavelengths, the Amphenol Broadband Solutions podcast, host Daniel Litwin sits down with Alex Rozek, Founder and CEO of Mac Mountain, to unpack the defining shifts that shaped the broadband industry in 2025 and what they signal for the years ahead.  As the industry approaches the end of 2025, broadband looks markedly different…

Game-Changing Marketing: Why Brands Must Embed Themselves Naturally Into Gaming Experiences

Video games have rapidly evolved from niche entertainment to a dominant cultural force, reshaping how people interact, play, and connect with brands. With the gaming industry expected to surpass $300 billion in yearly revenue by 2030, businesses are increasingly asking: how can brands authentically integrate into games without alienating audiences? Meanwhile, developers face the…

From Flip Phones to Free-to-Play Empires: How Mobile Gaming Reshaped Business Models, Communities, and Esports

Mobile gaming has quietly become the largest segment of the global gaming industry, generating about $92 billion annually—more than both PC and console games. Yet for decades, many brands and agencies underestimated its reach, focusing instead on arena-filling esports tournaments or blockbuster console titles. With nearly everyone carrying a smartphone, however, mobile has become…

Broadband State of the Union: Urban Innovation and Rural Challenges

In the latest episode of Amphenol Broadband Solutions’ Wavelengths podcast, host Daniel Litwin sat down with Tyler Cooper, Editor-in-Chief at BroadbandNow Research, for a deep dive into the current landscape of broadband deployment and access across the United States. With 2025 underway, the conversation tackled key trends shaping the broadband industry, including the contrast…

Applied Digital Ellendale AI Data Center: October 2024 Update

In October, Applied Digital’s Ellendale AI Data Center project in North Dakota continues to make remarkable strides. Following September’s progress on the utility substation and foundational infrastructure, we now see further development in the facility’s three-tiered structure. Spanning 363,000 square feet, this facility is designed to support a substantial 100MW IT load, positioning it…

AI Accelerators Enhance Computational Might Across Industries; Innovation and Open Standards Key for Adoption

The realm of artificial intelligence is rapidly advancing, underscored by the development and deployment of AI accelerators from top players. These accelerators are at the forefront of a technology revolution, offering unprecedented computational power to handle complex AI workloads. As businesses across sectors increasingly rely on AI for operational efficiency and innovation, the importance…

AI is at an Investment Tipping Point. These Are the Three Main Trends Shaping AI Solutions Development.

The AI industry is facing both headwinds and tailwinds, and this state of uncertainty is best represented in investment numbers. Recent data published by the Stanford University Institute of Human-Centered Artificial Intelligence shows that while generative AI private investment is skyrocketing, overall global investment in AI solutions dipped for the second year in a row…

ELLKAY User Group 2022: Revolutionizing Healthcare IT with Unprecedented Collaboration and Innovation

The ELLKAY User Group 2022 marked an impressive gathering of minds and innovation, spanning three full days that were rich with learning and networking opportunities. With 38 sessions led by 70 speakers, including renowned healthcare IT industry experts and ELLKAY’s own seasoned professionals, attendees were treated to a deep dive into the latest trends, technologies,…

ELLKAY User Group 2022: Revolutionizing Healthcare IT with Unprecedented Collaboration and Innovation

The ELLKAY User Group 2022 marked an impressive gathering of minds and innovation, spanning three full days that were rich with learning and networking opportunities. With 38 sessions led by 70 speakers, including renowned healthcare IT industry experts and ELLKAY’s own seasoned professionals, attendees were treated to a deep dive into the latest trends,…

Revolutionizing Retail Safety and Production with Advancements in Security and Fire Safety – Part 1

In Pavion Perspectives Episode 1, Part 1, the discussion revolves around revolutionizing retail safety and production through security and fire safety advancements. Retail businesses face increasing security threats, from theft and vandalism to organized retail crime. Video surveillance is a critical tool for deterring and preventing these threats. Host Michelle Dawn Mooney and her…

Infosec 2023 Recap

A recap of Infosec 2023’s key moments.

AI-Generated Designs Are Letting Architects Unlock New Forms of Creativity. How Should They Deploy It?

Generative AI in architecture is already evolving architectural workflows, and the creative results are proving themselves in real time. Tools like ChatGPT and Midjourney are acting as a dynamic platform for concept design and visual brainstorming, enabling the synthesis of diverse architectural styles and historical influences into fresh and innovative ideas. There’s still a lot…