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

Trump on Data Centers: ‘You Can’t Fight It. You Have to Go With It’

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When national leaders frame data centers as inevitable, it signals political cover for continued AI infrastructure buildout despite local pushback. Operators should expect faster permitting in some regions—but also more scrutiny on power, water, and land use as the tradeoffs become explicit.

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.