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Tech & Innovation·July 23, 2026·1 min read

Inevitably, Ads Have Come to Xbox Game Streaming

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Ad-supported cloud gaming is another proof point that every streamed surface is becoming an ad inventory play. If you’re building on someone else’s distribution—whether games, productivity, or AI assistants—assume your UX will eventually compete with monetization slots.

Tech & Innovation

SAP reports Q2 cloud revenue up 22% YoY to €6.28B, vs. €6.26B est., total revenue up 9.4% to €9.88B, and lowers its 2026 non-IFRS operating profit guidance

SAP growing cloud revenue 22% YoY to €6.28 billion while cutting 2026 profit guidance underlines the margin pressure of replatforming legacy suites and layering in AI. Large vendors are effectively subsidizing the transition — as a customer, this is the window to negotiate AI entitlements and migration support before pricing power resets.

Tech & Innovation

The Pentagon signs an up-to-10-year contract with Oracle worth up to $7B to consolidate department's on-premises software licenses into a single contract

A 10-year, $7 billion Oracle deal to consolidate on-prem licenses shows large agencies are still standardizing legacy estates even as they experiment with AI. If you sell into government, align your roadmap with these consolidation waves — attach AI and analytics to the systems that are being rationalized, not just net-new cloud.