Category: Cloud Computing

  • AI, Cloud, and Cybersecurity: The Three Forces Reshaping Tech Stocks in 2026

    AI, Cloud, and Cybersecurity: The Three Forces Reshaping Tech Stocks in 2026

    Technology stocks are entering a pivotal period as artificial intelligence, cloud computing, cybersecurity, and shifting enterprise spending patterns reshape the IT sector. For investors tracking technology companies, the focus is moving from traditional outsourcing growth to how businesses adapt to newer technology cycles.

    In India, this transition is already influencing the outlook for IT services companies. Recent industry assessments point to muted near-term growth as clients remain cautious about discretionary technology spending, while AI simultaneously creates new demand for cloud, data engineering, cybersecurity, and digital transformation.

    AI Is Changing the IT Services Model

    AI will be a major factor influencing technology stocks in the coming years. But AI will not only open new avenues for companies—AI-driven productivity gains are also pressuring IT service providers’ business models.

    According to Crisil Ratings, the IT services industry in India would see subdued revenue growth of 1-3% this fiscal year and next, driven by disruption from artificial intelligence, subdued discretionary spending, and geopolitical uncertainties. Companies will have to reimagine their models and move into newer services, the rating agency said.

    Meanwhile, ICRA forecasts an annualized revenue growth rate of 3-5% for its basket of Indian IT services firms in FY2027 from 3.5% in FY2026. It says demand for traditional services will continue to be affected by delays in discretionary spending tied to generative AI.

    Cloud Spending Remains Key Growth Area

    Cloud computing remains an important part of the technology investment cycle as businesses move more applications and workloads to scalable infrastructure.

    Gartner forecasts that end-user spending on public cloud services in India will grow 28.1% in 2026 to USD 17.5 billion, up from USD 13.7 billion in 2025. The research firm said demand for AI-ready infrastructure and application modernization is driving this increase.

    For technology companies, this creates opportunities beyond traditional application development. Cloud migration, modernization, and consumption-based technology models are becoming increasingly connected to enterprise AI strategies.

    Data Centers and Semiconductors Gain Importance

    The AI revolution is creating investment opportunities not only for software companies but also for the technologies needed to build and sustain AI infrastructure.

    According to Deloitte, India’s data center power capacity will increase from around 1.5 GW in 2025 to around 10 GW by 2030. Moreover, the sector’s electricity consumption would be around 57 TWh in FY2030.

    This indicates that tech investors are increasingly interested in firms that build infrastructure for AI and cloud-based computing, rather than focusing only on software firms.

    Importance of Cybersecurity Grows

    As more companies adopt cloud computing and AI applications, cybersecurity is becoming a critical area of technology investment. As per CRISIL, Indian IT firms will invest selectively in AI, cloud, cybersecurity, and digital engineering in the future. Healthy balance sheets and cash flow will enable these investments.

    What It Means for IT Stocks

    The evolving technology ecosystem is adding complexity for IT stocks. Firms heavily dependent on legacy services face pressure from subdued discretionary spending and productivity gains from artificial intelligence. On the other hand, AI deployment, cloud adoption, cybersecurity, and modernization create business opportunities.

    Recent market trends stem from this uncertainty. As reported by The Economic Times in September, the Nifty IT index surged 5% in a single day of trading, adding Rs 1.13 lakh crore to market cap.

    The Next Phase of Technology Growth

    The future performance of tech stocks is likely to depend not on AI use alone but on companies’ ability to turn AI demand into revenue and preserve margins despite improved productivity. For the Indian IT industry, this transition will also mean shifting its focus toward offering higher value-added services like AI-driven transformation, application modernization, data engineering, cloud, and cybersecurity solutions.

    According to ICRA, these verticals are expected to grow as organizations move generative AI initiatives from pilots to broader implementations across the company. Overall, the technology industry is currently experiencing a structural change cycle, not just a boom cycle, driven by AI changing how technology is developed and used, growing cloud infrastructure demand, and cybersecurity becoming crucial to operations.

  • Three Years of a Managed File Uploader in Production: What Endured and What Didn’t

    Three Years of a Managed File Uploader in Production: What Endured and What Didn’t

    Three years ago, we adopted a managed file uploader. Since then, we’ve rewritten our front end twice and tripled our traffic. This is the long-term report on what held up and what didn’t.

    Key Takeaways

    • Two full front-end rewrites crossed the upload integration without a single change to the seam.
    • Per-file callbacks and returned URLs make an integration that outlives the framework it was written in.
    • Traffic tripled while the upload success rate stayed inside a 0.2-point band.
    • Direct-to-storage transfer kept upload bytes out of capacity planning for three years running.
    • Both rough edges we hit were documented edge cases with workarounds, and neither caused an outage.

    The 2023 Setup and What We Feared

    At adoption, we wrote down our fears in the same document as the decision—a habit that proved invaluable. The three fears were vendor lock-in, pricing drift, and API churn. Three years later, none of them materialized in the way we expected. Lock-in turned out to be a question about our own code, not the vendor’s. The bill tracked our volume exactly. And the calls we wrote in 2023 are still the calls we make today.

    What Held Up: The Integration Seam

    Our integration consists of a single module, about two hundred lines, that takes files and callbacks from the application and returns URLs. Nothing else in the codebase talks to the upload service directly. In November 2023, we replaced a jQuery-era front end with React. In July 2025, we replaced that React SPA with Next.js and server components. Both migrations touched hundreds of files, but neither touched the upload module—because the module never knew what was calling it.

    The quiet finding of three years: a contract made of per-file callbacks and returned URLs has nothing framework-shaped in it, so there is nothing for a framework migration to break. The seam survived two rewrites by having no opinions.

    What Held Up: Reliability Under Growth

    We set an SLO on upload success, measured at our edge, counting a transfer complete when the URL returns to the application. Then we watched it across a tripling of traffic. The mobile share went from one upload in five to more than one in two, yet the success rate did not budge. Chunked uploads were the reason: a phone that loses signal in a lift resumes rather than restarts. Direct-to-storage transfer earned its keep in a quieter way—upload bytes never touched our application servers, so capacity planning never had to think about them.

    What Held Up: Scale and Compliance Asks

    In late 2025, two enterprise deals reached the stage where security teams asked who else touches the data. Being able to hand over a SOC 2 report and a data processing agreement, rather than promising to produce one, turned both reviews from multi-week exchanges into a few days of paperwork. Three years later, the answer to what makes the best file upload API for enterprise-scale applications includes what security certifications the provider actually holds.

    What Did Not Hold Up

    Two things, both our assumptions meeting documented behavior rather than anything breaking:

    1. Cache lifetime after replacing a file. We assumed overwriting a file would immediately change what users saw, but the edge kept serving the old version until cache expiry. The workaround took an afternoon: stop replacing files in place, write a new file and move our own pointer—and we got a version history out of it.
    2. Webhook delivery. Our first handler assumed each notification would arrive exactly once and in order, which no queue promises. We created a day of duplicate records. The fix was idempotency keyed on the file handle, plus a handler that tolerates any order.

    Neither was an outage. Neither cost a customer. Both were us learning what the contract actually said.

    The Three-Year Verdict

    Three things held up: the seam, direct-to-storage transfer, and chunked uploads. Two things needed workarounds, and both workarounds are a few dozen lines that have been quiet ever since. The transferable lesson is that durability lives in the shape of the integration—one module, events in and URLs out, nothing else allowed to reach past it. Write that on day one, and the question of what sits behind it stays a question you can answer later, cheaply, whenever you want.

    Frequently Asked Questions

    Does a managed file uploader survive a framework migration?

    Ours crossed two—jQuery to React, then React to Next.js—with no changes to the integration. That holds when the contract is per-file callbacks and returned URLs.

    What happened to upload success rate as traffic tripled?

    It stayed between 99.3 and 99.5 percent across all three years, while monthly uploads went from 1.2 million to 3.6 million and mobile share went from 20% to 55%.

    What should you check before an enterprise security review?

    Whether your provider can hand you a SOC 2 report and a data processing agreement today, plus their data residency options under GDPR and their subprocessor list. Having those ready shortened two of our reviews from weeks to days.

    What surprised you most over three years?

    That the durable part was the shape of the interface rather than any particular version of anything. The module we wrote in a week in 2023 is the reason two rewrites were cheap in 2023 and 2025.

  • Quanome Inks $18.8 Million GPU Deal to Expand AI Cloud Infrastructure

    Quanome Inks $18.8 Million GPU Deal to Expand AI Cloud Infrastructure

    Quanome Technologies has signed an infrastructure purchase agreement valued at approximately USD 18.8 million for 32 GPU server units, powered by NVIDIA technology, to advance its AI cloud business through subsidiary XDT Infrastructure I, LLC (XDT). The deal, finalized on September 16, 2026, marks the first phase of the company’s planned development of XDT and its broader Quantum and AI Systems strategy.

    XDT to Offer Managed AI Computing Access

    Through XDT, Quanome aims to provide businesses with managed access to AI computing capacity for development and scaling. Once operational, clients will be able to develop and run AI applications, process complex data, and scale computing resources without building and managing their own infrastructure. According to the company, these capabilities are designed to accelerate product development, automate processes, and improve business productivity. XDT also opens a recurring revenue stream for Quanome from computing services, with further investments planned based on customer demand, available funding, and operational readiness.

    The purchase agreement covers 32 GPU server units for an aggregate purchase price of approximately USD 18.8 million, as disclosed in a regulatory filing. Quanome is required to make an initial payment of 20% of the purchase price upon acceptance of the purchase order, with the remaining 80% due before shipment, subject to applicable conditions.

    First US AI Infrastructure Hub Targeted for Late 2026

    Quanome expects its first US AI infrastructure hub to become operational in Q4 2026, subject to delivery and deployment. The GPU servers are scheduled for delivery to a designated data center location in the United States. The company cited growing business adoption of artificial intelligence as a key driver for scalable computing infrastructure. Data from the US Census Bureau shows that 17% to 20% of US businesses used AI between December 2025 and May 2026, while 20% to 23% expected to adopt it in the following six months.

    Part of Quanome’s Broader Quantum and AI Strategy

    Yang Li, Chief Executive Officer of Quanome Technologies, stated that this investment translates the company’s commitment to quantum and AI into concrete action. He emphasized the priorities of launching the first hub, building a strong client base, and developing recurring revenue streams. XDT is part of Quanome’s Quantum and AI Systems strategic stream, which also includes Quantum Life Sciences – Molecular Discovery, Advanced Nuclear, and Quantum-Safe Cybersecurity initiatives.

  • Accenture and AWS Unveil AI and Cloud Solutions for Mid-Market Businesses

    Accenture and AWS Unveil AI and Cloud Solutions for Mid-Market Businesses

    Accenture has partnered with Amazon Web Services (AWS) to introduce a suite of AI and cloud tools specifically designed for mid-sized companies. The offerings, available through AWS Marketplace, cover cloud migration, security, data management, customer service, and AI testing.

    Key solutions include tools for moving virtual machines to AWS, optimizing cloud spending, securing cloud environments, and testing AI systems for potential risks. The collaboration is part of Accenture Edge, a business unit focused on organizations with annual revenues between USD 300 million and USD 3 billion. Accenture Edge aims to deliver tailored technology solutions for mid-market needs.

    Customer service technologies, such as conversational AI and virtual agents, are also included. Additional tools help companies identify data sources and dependencies during cloud migrations.

    Accenture highlighted its work with 407 ETR, an electronic toll highway operator in Toronto. The company used Accenture’s NeuraFlash unit and AWS to build a new customer service system without disrupting existing operations—demonstrating how the collaboration can modernize customer-facing technology smoothly.

    Accenture shares rose 1.6% before the opening bell on Tuesday, extending Monday’s gains. This move follows Anthropic’s partnership with Accenture to test the safety of advanced AI models.

  • Apple’s iCloud+ Expansion in India Adds Apple TV, Arcade, and Music Select

    Apple has started rolling out an expanded iCloud+ subscription in India, now bundling Apple TV and Apple Arcade at no extra cost. The updated plans also introduce Apple Music Select, a new ad-free music station feature. Meanwhile, Apple One subscriptions are being closed to new users in the country.

    Apple TV and Apple Arcade Now Included

    The new iCloud+ plan gives subscribers access to Apple TV content and Apple Arcade’s library of over 200 games, including titles like Hello Kitty Island Adventure, Sneaky Sasquatch, and Football Manager 26 Touch. Users began receiving notifications about the updated plan, which combines cloud storage with video streaming and gaming services.

    The iCloud+ plan starts at Rs. 75 per month for 50GB of storage, with higher storage options available. Subscribers can share their plan with up to five family members through Family Sharing.

    Apple Music Select Added

    Apple is also adding Apple Music Select to the package for Indian users. This feature offers ad-free music stations within the existing Apple Music app. It does not provide the full Apple Music subscription; users who want complete access can subscribe separately. For iCloud+ users, Apple lists the Individual plan at Rs. 115 per month and the Family plan at Rs. 145 per month.

    The company is ending direct standalone subscriptions for Apple TV and Apple Arcade in India. Existing subscribers will continue accessing these services through their iCloud+ plans. Apple assured that Arcade game progress and saved data will be preserved.

    Apple One Closed to New Subscribers

    Apple is also closing Apple One subscriptions to new customers in India. Existing Apple One subscribers will continue with their current plans. Apple One previously combined services such as Apple Music, Apple TV, Apple Arcade, and iCloud+ storage, priced at Rs. 195 per month for an Individual plan and Rs. 365 per month for a Family plan.

    The expanded iCloud+ offering will roll out through September across more than 100 countries and regions, with India among the first markets to receive the new subscription structure.

  • Oracle Layoffs in India: 1,500 Mid-to-Senior Staff Affected as Company Pivots to AI

    Oracle Layoffs in India: 1,500 Mid-to-Senior Staff Affected as Company Pivots to AI

    Oracle has initiated another round of layoffs in India, reportedly affecting 1,000 to 1,500 employees, primarily mid-to-senior-level staff in web development and maintenance roles. The cuts began on Monday, September 14, and are part of the company’s broader global restructuring aimed at reallocating resources toward artificial intelligence (AI), cloud services, and data centers.

    According to reports, the layoffs have also impacted senior employees at Oracle Financial Services Software. However, Oracle has not officially confirmed the number of employees affected or provided details on the impact to its Oracle Cloud Infrastructure teams in India.

    This latest round follows multiple workforce reductions earlier in 2026, as Oracle ramps up investment in AI infrastructure. In the fiscal year ending May 2026, the company reduced its global workforce by approximately 21,000 employees. Oracle’s capital expenditure reached $55.7 billion in fiscal 2026, with a significant portion directed toward data center expansion.

    The layoffs signal a strategic shift in Oracle’s priorities, with the company focusing on high-growth areas like cloud computing and AI, while scaling back traditional web development and product engineering teams. As demand for AI and cloud services grows, Oracle is raising additional funds to support its plans.

    Industry observers note that the restructuring reflects a changing skill demand within the company, as it builds more data centers and expands its cloud business. The exact number of affected employees in India remains unverified, and no official statement has been issued by Oracle regarding the layoffs.

  • Samsung Gallery Ends OneDrive Backup: Google Photos Emerges as Likely Replacement

    Samsung Gallery Ends OneDrive Backup: Google Photos Emerges as Likely Replacement

    Samsung Gallery is set to end its auto-sync feature with Microsoft OneDrive for photos on September 30, 2026. As this deadline approaches, evidence suggests that Samsung is preparing a new backup solution that will leverage Google Cloud instead.

    According to reports, a new version of Samsung’s Gallery Cloud Sync service (version 1.6.09.31) has been spotted on the Galaxy Store. The listing indicates that the service will support Google Photos, allowing Galaxy users to back up photos and videos from Samsung Gallery directly to Google’s cloud. Users will likely be able to view their backed-up content through both Samsung Gallery and Google Photos, with the service requiring a Samsung account and being tied to Samsung devices.

    It is important to note that users who currently have photos stored in OneDrive must back them up before October 1, 2026, or risk losing access. A transition to Google Photos could simplify the process for Galaxy users and bring Samsung Gallery closer to the widely used Google Photos platform.

    Samsung’s Evolving Photo Backup Strategy

    This move reflects a broader trend in the smartphone industry, where manufacturers are increasingly partnering with major cloud platforms rather than building and maintaining their own infrastructure. This approach offers users more storage options while reducing operational complexity for companies.

    For Galaxy users, the key concerns revolve around the ease of migration and the fate of existing OneDrive photos. Samsung has not yet officially confirmed the Google Cloud link, so users should await an official announcement. If implemented, the new service could provide a seamless and secure way for Galaxy owners to manage their photo backups.

  • Application Modernization Guide: How to Modernize Legacy Software Systems

    Application Modernization Guide: How to Modernize Legacy Software Systems

    Legacy software often works quietly in the background, running payroll, managing inventory, processing claims, and keeping operations moving. But the business around it changes quickly. New products need faster releases. Customers expect digital experiences. Teams need systems that connect with modern platforms. The gap between what the business needs and what its software can deliver keeps widening.

    Application modernization closes that gap. It updates software, architecture, infrastructure, or interfaces while preserving the capabilities already in place. The real goal is freedom to change.

    Why Legacy Software Becomes a Business Constraint

    Leaving a legacy system alone feels safe. It works, and change brings risk. But the real question is not whether it works today; it is whether it can handle what the business needs tomorrow.

    Consider a retailer using an old pricing system built on fixed, batch-updated price lists. The business wants dynamic pricing based on demand and stock levels. The system cannot supply real-time data for that, so engineers spend months building workarounds instead of shipping the actual feature.

    Three pressures make this worse over time:

    • Fewer skilled professionals know these old systems, so maintenance gets harder and more expensive.
    • Rigid interfaces make it difficult to connect with modern APIs and cloud tools.
    • Technical debt stretches testing and release timelines.

    Together, these pressures slow down launches, raise costs, add risk, and make it harder to keep pace with the market.

    The Six Paths Forward: Understanding the 6 R’s

    A widely referenced framework describes six modernization strategies, often called the 6 R’s. Each answers a different question about an application’s future:

    • Rehost — Move the application to a different infrastructure without changing its code or architecture.
    • Replatform — Move to a new platform with minimal changes, often to take advantage of cloud services.
    • Refactor — Restructure existing code to improve its internal quality while preserving external behavior.
    • Rearchitect — Significantly alter the application’s architecture to enable new capabilities or scale.
    • Rebuild — Rewrite the application from scratch while keeping its scope and specifications.
    • Replace — Retire the application and adopt a commercial or off-the-shelf solution instead.

    None of these paths is inherently better than the others. A billing engine that rarely changes may suit rehosting well. An order system that must evolve every month likely justifies rearchitecting, even at higher upfront cost.

    Building a Modernization Strategy

    The first decision is not which technology to adopt. It is which applications deserve investment at all. A system with high business value and high technical risk should sit ahead of one that is outdated but operationally minor.

    At this point, sequencing and management matter more than the actual toolkit. Identify all dependencies that each application has, because modernizing one system may involve renegotiating links to a dozen other systems. Outline clear ownership for each stage to prevent scope and risk tolerance decisions from getting stuck between teams.

    Do not simply choose the latest or most fashionable modernization path. Avoid one large cutover. Instead, test a small move to see whether it behaves as expected in production, and roll it back if it does not. Design for uptime rather than treating it as an afterthought or allowing it to become a barrier to design.

    This discipline is well captured by the strangler fig pattern, where new functionality is added around an old system and incrementally replaces it over time.

    Measuring Success and Avoiding Modernization for Its Own Sake

    The strongest measures link technical change to operational outcomes, such as:

    • Releasing changes sooner
    • Recovering faster from incidents
    • Integrating new services with less effort
    • Running systems at a sustainable cost against a baseline established before the work begins

    A quieter risk is modernizing without a clear destination. Adopting microservices or containers just because they are the current pattern, rather than because the system actually needs them, produces an architecture that looks modern but remains just as hard to change. The complexity has moved, not disappeared.

    Final Thoughts

    Modernization is not a single project or a finish line. It is the ongoing work of finding which technical limits are quietly slowing the business down and removing them before they force a crisis. Judged by that standard, and not by how new the software looks, modernization earns its investment.

    Frequently Asked Questions

    What is application modernization?

    Application modernization is the process of updating older software, architecture, infrastructure, or interfaces so an application can support current business needs without losing its core capabilities.

    Why do businesses need to modernize legacy applications?

    Legacy applications can become difficult and expensive to maintain as technology, customer expectations, and business requirements change. Modernization can help improve release speed, integration, reliability, and operating costs.

    What are the 6 R’s of application modernization?

    The six common approaches are rehost, replatform, refactor, rearchitect, rebuild, and replace. Each option suits different business needs, technical conditions, and investment levels.

    How should a company decide which applications to modernize first?

    Companies should consider both business value and technical risk. Applications that are critical to operations but difficult to maintain or change generally deserve higher priority than systems with limited business impact.

    How can businesses measure the success of application modernization?

    Success can be measured through practical business and operational outcomes, such as faster releases, quicker incident recovery, easier integration, lower maintenance effort, and more sustainable technology costs.

  • 7 Top Cloud Computing Courses to Boost Your AWS and Azure Career in 2025

    7 Top Cloud Computing Courses to Boost Your AWS and Azure Career in 2025

    Cloud computing continues to dominate the tech industry, and professionals with AWS and Azure certifications are in high demand. Whether you’re starting fresh or looking to advance, these seven courses offer a clear path to mastering cloud platforms and landing high-paying roles.

    1. AWS Certified Solutions Architect – Associate

    This course teaches you how to design scalable, cost-effective AWS systems, covering essential services like compute, storage, and networking. It’s ideal for beginners aiming to build robust cloud infrastructures and pass the popular associate-level exam.

    2. Microsoft Azure Fundamentals (AZ-900)

    AZ-900 introduces core Azure services, cloud concepts, pricing, and support. It’s perfect for newcomers who want a foundational understanding before pursuing role-based Azure certifications in administration, development, or solutions architecture.

    3. AWS Certified Developer – Associate

    This course focuses on building, deploying, and debugging AWS applications using services like Lambda, DynamoDB, and API Gateway. It’s suited for developers who want to master serverless architectures and CI/CD pipelines on AWS.

    4. Microsoft Azure Administrator (AZ-104)

    AZ-104 trains you to manage Azure subscriptions, secure identities, implement storage, and configure virtual networks. It’s designed for IT professionals aiming to administer enterprise-grade cloud environments and pass the administrator certification exam.

    5. AWS Certified SysOps Administrator – Associate

    This program teaches monitoring, deployment, and security of AWS systems. Candidates learn to manage operations, optimize performance, and ensure compliance, preparing them for the SysOps certification and real-world cloud administration roles.

    6. Microsoft Azure Solutions Architect Expert (AZ-305)

    AZ-305 covers designing identity, governance, monitoring, data storage, and business continuity solutions on Azure. It’s targeted at experienced architects ready to plan and implement comprehensive cloud strategies for organizations.

    7. AWS Cloud Practitioner (CLF-C02)

    CLF-C02 offers a broad overview of AWS cloud concepts, services, security, and billing. It’s ideal for non-technical roles or beginners seeking foundational knowledge before diving into more specialized AWS certification paths.

    These courses are your ticket to a thriving career in cloud computing. Start with the one that matches your experience level, and you’ll be well on your way to becoming a certified cloud professional.