Data Platforms & Analytics

A comprehensive industry report showing infrastructure service spending more than doubled in the third quarter sent shares of Palantir Technologies, Doximity, Snowflake, and Teradata sharply higher. According to data from the latest ISG Index, commercial contract value surged 63% to reach $52.5 billion during the third quarter, driven by strong tailwinds in artificial intelligence workloads. The dramatic increase in enterprise commitments led industry researchers to upgrade their full-year growth projection for XaaS, or Anything-as-a-Service, to 60%. Cloud infrastructure providers and IT service vendors are reaping substantial financial benefits as organizations move beyond experimental AI trials into large-scale production environments requiring massive computational power and dedicated hosting capabilities. Among the movers, Palantir Technologies jumped 2.2%, Doximity jumped 4.1%, Snowflake jumped 2.6%, and Teradata jumped 2.2%.

Factory announced that Connor Maloney has joined as Head of Federal to lead the company's expansion into the public sector. Maloney previously served as Vice President of Federal at Rubrik, began his career as a Federal Civilian Program Manager at the Department of War, and built and led teams at ServiceNow and DataRobot. Factory CEO and cofounder Matan Grinberg said Maloney's focus on whether technology actually gets into use and whether teams support it years later is the approach he wants as the company builds its federal business. The company's platform, used by organizations including NVIDIA, EY, and RBC, is built on model independence, sovereign intelligence, and continual improvement, and supports public cloud, private cloud, and government deployments including on-premises and fully air-gapped installations. The hire follows Factory's recent opening of offices in Japan and the closing of a $200 million funding round at a valuation of $5 billion.

The Big Data Institute, or BDI, under the supervision of the Ministry of Digital Economy and Society, has unveiled its operational direction as it enters its fourth year, aiming to elevate the country's data infrastructure so that it is interconnected and genuinely usable, alongside extending the Thai-language artificial intelligence technology ThaiLLM and developing the Data and AI workforce. Mr. Kulit Sombatsiri, Chairman of the Big Data Institute, disclosed at the event BDI Day 2026: Big Data for a Resilient Thailand that the Prime Minister's Office Regulation on Digital Data Sharing B.E. 2569 and the Strategic Plan for Driving the Utilization of Big Data B.E. 2568-2570 will serve as key mechanisms in establishing a framework for systematically linking government data. BDI aims to become the National Data Backbone through the Data Integration and Intelligence Platform, or D2, a platform for linking and analyzing big data and part of the National Data Backbone, to support systematic, standards-based and security-conscious data sharing among agencies. Professor Dr. Theeranee Achalakul, Director of the Big Data Institute, said that the operational direction for B.E. 2570 under the concept Data Backbone for a Resilient Thailand, connecting data to be ready for the future, will focus on developing mechanisms so that data from various agencies can be linked, exchanged and used for decision-making efficiently. It will also press ahead with projects that apply Data and AI to real-world problems, namely Travel Link, Health Link, Envi Link and PD Link, as well as workforce development through a Micro-credential approach, the THackle project and Hackathon activities. On the artificial intelligence front, BDI plans to further develop ThaiLLM in B.E. 2570, aiming to elevate the Thai language model to cover more of the country's contexts, including gathering dialect data, making it easier to access and experiment with, and developing benchmarks for data extraction and personal data detection, which ties into the concept of AI Sovereignty. The event also featured the presentation of a draft action plan for developing the national artificial intelligence ecosystem for B.E. 2570-2575 under the vision Intelligent Nation – Built. Trusted. Useful, which emphasizes four pillars: infrastructure, trustworthiness, workforce development and value creation from AI.

The Ministry of Digital Economy and Society, or DE, has opened three main channels for online incident reporting: Jitasa Care, Traffy Fondue, and the Jaeng Rat system, aiming to reduce data duplication and speed up disaster management. All three channels connect to the Integrated Disaster Management Platform, or IDMP, developed by the DE Ministry through the Digital Government Development Agency, or DGA, and the Big Data Institute, or BDI, together with the Department of Disaster Prevention and Mitigation under the Ministry of Interior. The platform links systems covering everything from disaster warnings and receiving reports of distress to mobilising rescue volunteers, evacuating people to shelters, and registering for compensation payments. Most of the systems are already operational, with only the disaster management and administration system still integrating data. Chaichanok Chidchob, Minister of Digital Economy and Society, said after attending a meeting of the National Disaster Prevention and Mitigation Command on 8 October 2026 that the ministry had assigned National Telecom Public Company Limited, or NT, and telecom operators to prepare primary communications systems, backup systems, and emergency systems in the southern region. NT and Thailand Post Company Limited were also told to prepare vehicles, high-lift trucks, and communications systems to support assistance for people nationwide. Arada Luengwilai, Deputy Director and Acting Director of the DGA, said the disaster warning system and the compensation registration system had already been used during the flood incident in Nan Province and in the current situation in Bangkok. The rescue volunteer system has more than 29,000 registrants nationwide and has been used in Nan Province and Sa Kaeo Province, where 554 volunteers registered and about 119 actually took part in operations. Professor Dr. Theeranee Achalakul, Director of the BDI, said the BDI developed a Data Hub system to link incident report data from multiple systems. It is currently connected to Traffy Fondue, Jitasa Care, and Jaeng Rat, and is in the process of connecting to the 1784 safety hotline of the Department of Disaster Prevention and Mitigation in order to gather data, verify it, and reduce duplication before producing standardised datasets and a Dashboard both during incidents and after relief operations.

Start Group has become the first selected candidate for the 2026 data industry public service platform procurement project of China Unicom Fujian Industrial Internet Co., Ltd., with a total tax-inclusive bid of 5.4945 million yuan. This preliminary win marks a breakthrough for Start Group in the industrial internet and data services sector. The project will help China Unicom Fujian build a standardized public service system for the data industry, deepen collaboration between the two sides in the data factor field, and provide technical support for the development of the digital economy in the Fujian region.

Acuity Analytics has acquired Continuus, a US-based data consultancy specializing in financial services, adding 37 specialists to its ranks. The deal, completed on 1st October, strengthens Acuity's financial services data and AI consulting expertise, adds Snowflake Premier Services Partner status, and deepens its Microsoft tier 1 expertise. Continuus works primarily with asset managers and other financial institutions, helping clients develop enterprise data strategies, establish governance frameworks and deliver large-scale cloud data transformation and engineering programs. The acquisition strengthens Acuity Analytics' presence in the United States, its largest market, and adds an experienced onshore team to complement the company's global delivery network. Terms of the transaction were not disclosed, and Envoy Capital Advisors served as the exclusive sell-side advisor to Continuus. The deal follows Acuity's 2024 acquisition of PPA Group and its 2025 acquisition of Ascent, part of its continued investment in AI, digital and data.

The global IT Operations Analytics market was valued at US$25.8 billion in 2024 and is projected to reach US$157.7 billion by 2030, expanding at a compound annual growth rate of 35.2%, according to a new report added to ResearchAndMarkets.com. Within that total, the solutions segment is forecast to reach US$86.9 billion by 2030 at a 32.7% CAGR, while the services segment is expected to record a stronger 38.7% CAGR over the analysis period. Regionally, the United States market was valued at approximately US$7.2 billion in 2024, and China is projected to expand at a 33.4% CAGR to reach US$23.2 billion by 2030. The report profiles 42 companies active in the market, including IBM Corporation, Microsoft Corporation, Oracle Corporation, Splunk, Inc., SAP SE, Hewlett Packard Enterprise Development LP, ControlUp, Evolven Software, ExtraHop Networks, Inc., and IT Tude. This edition also incorporates global tariff and trade developments, assessing tariff negotiations across more than 180 countries and revising projections through 2030 to account for supply chain volatility and economic uncertainty.

Snowflake raised its fiscal 2027 product revenue guidance to $6.07 billion, implying 36% year-over-year growth, up from its previous outlook of $5.84 billion and 31% growth. The company's fiscal second-quarter product revenues rose 37% to $1.49 billion, accounting for 96% of total revenues, and fiscal third-quarter product revenues are expected between $1.588 billion and $1.593 billion, indicating 37-38% growth. Snowflake ended the second quarter of fiscal 2027 with 14,554 total customers, up 32% year over year after adding 692 net new customers, while 828 customers generated more than $1 million in trailing 12-month product revenues, up 27% year over year. The company's AI products contributed roughly half of the recent acceleration, with CoCo surpassing 9,100 accounts and CoWork expanding to 5,800 accounts, up nearly 11% sequentially. The Zacks Consensus Estimate for fiscal third-quarter revenues is $1.65 billion, indicating 36.11% year-over-year growth, with earnings pegged at 60 cents per share, up 71.43% year over year, while the stock trades at a forward 12-month Price/Sales of 15.83X versus the Internet Software industry's 4.44X.

Zeta Global announced on Tuesday that it has agreed to acquire Digital Audience, a data infrastructure company. The deal will expand Zeta's identity and digital activation capabilities while adding an experienced team of data and AI engineers. The acquisition is also expected to expand the company's European presence and add established enterprise customer relationships in the region. Zeta said it will work with the Digital Audience team to ensure customer continuity after the deal closes. Financial terms of the transaction were not disclosed.

Veeva Systems announced that its Veeva DQS data quality system has aggregated and cleaned data for more than 1 million subjects across more than 1,000 studies, with more than 500,000 automated queries saving thousands of hours in data reconciliation for sites and sponsors. The system automates data workflows, classifies and visualizes critical data, and orchestrates risk-based actions while eliminating manual data reconciliation. It also enables risk-based quality management through automated data exchange with Veeva CTMS, instantly alerting clinical operations teams to key data changes such as protocol deviations and letting clinical data teams calculate, track, and action key risk indicators. Veeva DQS embeds AI to speed classification of study data and understand its purpose and criticality, generating items such as reports, listings, or test scripts and delivering role-based user experiences and workflows. Ibrahim Kamstrup-Akkaoui, vice president at Novo, said Veeva DQS can help manage, format, clean, and prepare growing clinical trial data for submission more efficiently, while Pavel Burmenko, lead of Veeva DQS strategy, said the platform is ushering in next-generation data management. Veeva also noted that Veeva Study Builder Agent, recently announced, configures Veeva EDC and Veeva DQS directly from a study protocol for faster, more consistent study builds.

Insight Partners, the New York venture capital and private equity firm, is launching the industry's first forward deployed engineering council, with members drawn from Microsoft, Data Bricks, SAP, Service now, Anthropic, Wonderful, one of its own portfolio companies, and others. Operating Partner Pablo Dominguez announced the initiative on Bloomberg Tech, saying the council will share best practices with Insight's portfolio companies and the wider industry. Dominguez cited an IDC report finding that 88% of all AI implementations have not gotten past the POC stage, and said the top five platform companies spent over 9.5 billion dollars this year building their own forward deployed engineering teams. He said the firm sees forward deployed engineers as a way to expand a company's total addressable market rather than add a layer of cost, because the engineers embed with customers and feed each implementation back into the product. Insight Partners, which has backed over 600 companies in its 30 years investing in tech and AI software, will also hold its Scale Up AI conference in New York, with leaders from Anthropic and the CRO president of Data Bricks discussing how that company scaled from 0 to 7 billion.

Supabase announced $150 million in new funding led by GIC, with Alphabet's independent growth fund CapitalG, IronArc, and SquarePeg also participating, just four months after the company's $500 million Series F. The company also announced it is acquiring Turso, a platform that lets developers access higher volumes of databases for agentic workloads. Supabase is now adding more than 1M users and 4M databases per month, with 70% of new databases created by agents or AI-driven tools, following a 600% year-over-year increase in databases reported in June. Turso founder Glauber Costa will join Supabase as Head of Agentic Services alongside co-founder Pekka Enberg and the rest of the Turso team, and the Turso platform will continue operations with a clear graduation path into the rest of the Supabase ecosystem. The round will accelerate Supabase's product development around agent-driven databases and provide liquidity for employees.

OceanBase and MB Bank, Vietnam's Military Commercial Joint Stock Bank, announced the signing of a Memorandum of Understanding for a database modernization partnership. Under the collaboration, OceanBase will serve as the underlying database technology provider supporting MB Bank's data infrastructure modernization, system resilience and business continuity, while MB Bank retains full control over its data management and daily business operations. MB Bank, which carries a brand value of more than USD 2 billion, said the partnership aims to build a robust, reliable and future-ready infrastructure for its digital banking transformation. The deal comes as Vietnam's digital economy grew 17% in 2025, the second fastest in Southeast Asia, with its share of GDP rising from 12.87% in 2021 to 14.02% in 2025, or approximately US$72.1 billion, against a government target of 30% of GDP by 2030. MB Bank Deputy CEO Nguyen Xuan Hoc said the bank looks forward to exploring advanced data infrastructure capabilities, while OceanBase CEO Evan Yang said the company hopes to leverage its distributed database technology to support banking modernization in Vietnam and across Southeast Asia.

SoftwareOne announced it has achieved the AWS Data Competency in the Analytics and Database categories, a validation awarded only to AWS partners with proven customer success and deep technical expertise. The competency recognizes SoftwareOne's work helping customers modernize and run mission-critical database workloads on AWS, including migrating from proprietary licensed engines to open-source alternatives to cut costs and building data lakes and analytics platforms. Gudmundur Adalsteinsson, Chief Channels and Ecosystems Officer at SoftwareOne, said the recognition reflects both sides of how the company helps customers, optimizing and modernizing databases while building the data foundations that AI and agentic AI projects depend on. The achievement builds on SoftwareOne's existing AWS credentials, including the AWS AI Services Competency and AWS Machine Learning Competency, and its participation in the AWS Generative AI Partner Innovation Alliance, bringing its total to 23 AWS Competencies. SoftwareOne, a global software and cloud solutions provider listed on the SIX Swiss Exchange and Euronext Oslo Bors under the ticker symbol SWON, is an AWS Premier Tier Services Partner with a presence in over 70 countries and a team of about 12,000 professionals.

Synthesized announced that its enterprise-grade test data management platform is now available on SAP Store, listed as Synthesized: Intelligent TDM. SAP customers can discover, evaluate, and purchase the platform through SAP's marketplace, which provides governed, production-realistic data to test SAP business processes and validate enterprise AI agents across connected systems. The platform supports SAP applications running on HANA and other databases, as well as cloud SAP applications and connected enterprise systems, and combines AI with configurable transformation and provisioning workflows for copying, subsetting, masking, anonymization, and synthetic data generation. Synthesized can be deployed using Kubernetes or Docker in the customer's environment, including supported air-gapped configurations, with a target of a first test data refresh within one working day. In published case studies, Deutsche Bank reduced test data provisioning time by 80%, and the European Commission selected Synthesized through a public tender for privacy-preserving data sharing, with the platform running at service levels above 99.5%.

RocketReach announced a strategic data partnership with Gong to become a Gong Enrich Data Partner, bringing its 700 million preverified contacts into Gong's AI-powered Revenue Graph. Under the deal, GTM teams can connect RocketReach to Gong and pull RocketReach contact data directly into revenue workflows, including access to RocketReach's 700+ million verified contacts. The integration lets teams fill missing email addresses or phone numbers in Gong Engage Flows, enrich contacts and accounts in a single click without leaving Gong, and move from research to outreach using preverified data. Gong admins retain full control over RocketReach's placement in their enrichment waterfall and CRM syncs, and teams can use existing RocketReach credits through Gong's Bring Your Own Keys before drawing on Gong credits. RocketReach is available on the Gong Collective today, with MCP support planned in the near future. RocketReach is trusted by more than 30 million users and 95% of the S&P 500, and provides access to over 700 million contacts and 60 million companies worldwide.

Everpure announced new platform capabilities extending its Data Primacy vision, including native MCP integration, AI-optimized FlashBlade acceleration, and privacy-first data intelligence tools aimed at simplifying and securing enterprise data management for AI workloads. The company said the upgrades bring high-performance AI execution directly to data at the source while classifying sensitivity and access in real time, positioning its platform as a central control layer for both AI cost management and cyber resilience. Everpure said the near-term catalysts remain execution on its FY2027-2028 revenue guidance and uptake of newer software-led offerings. Eight Simply Wall St Community valuations for Everpure span roughly US$84 to over US$370 per share. The company faces a rich sales multiple, recent insider selling, a volatile share price, and index reshuffling.

Semarchy announced the Semarchy Data Products workload for Microsoft Fabric at the European Microsoft Fabric + SQL Community Conference in Barcelona. The workload publishes Intelligent Data Products from the Semarchy Data Platform for Microsoft Fabric, making mastered data and semantic intelligence available at scale to Microsoft Fabric services including Microsoft Power BI and Fabric data agents, as well as to business analysts and data scientists. It will be available through the Microsoft Fabric Workload Hub and follows the Semarchy Fabric CLI announced at Microsoft FabCon EMEA in September 2025, with the Semarchy Data Platform for Microsoft Fabric set to arrive on the Microsoft Azure Marketplace in October. The workload publishes certified data into Microsoft OneLake, kept continuously in sync, and builds and enriches a Fabric semantic model from the data product's governed business context, with lineage and discoverability published to Microsoft Purview. It will be available at no additional charge to licensed customers of the Semarchy Data Platform for Microsoft Fabric, and joins the Semarchy Fabric CLI, generally available since March 2026.

NTT DOCOMO BUSINESS, Inc., formerly NTT Communications Corporation, has migrated its shared internal Oracle-based database platform to Oracle Autonomous AI Database on Oracle Cloud Infrastructure, moving tens of terabytes of data off its on-premises environment and cutting database license costs by 43 percent. The shared platform hosts critical internal systems including network management, security, and service operations, and currently supports 12 critical internal systems connected to approximately 400 servers. Akihiro Ito, senior vice president of the Integrated Service Operations Division at NTT DOCOMO BUSINESS, said the flexible consumption model delivered the 43 percent license-cost reduction versus on-premises, while automation of patching, backups, and routine maintenance has significantly reduced day-to-day administrative work. To strengthen business continuity, the company implemented a disaster recovery architecture across two Oracle Cloud regions in Japan, which it says supports stable operations and faster recovery from disruptions. The company added that automated backups, patching, and maintenance have cut the time and effort needed to address security vulnerabilities and enabled faster responses to AI-enabled cyberattacks and emerging vulnerabilities.

MongoDB interim president and CEO Dev Ittycheria said the company is not in a rush to find a permanent successor to Chirantan "CJ" Desai, who left after roughly 11 months to lead a new AI platform for enterprise customers at Meta Platforms. Speaking on Bloomberg The Close, Ittycheria said Desai's departure was not anticipated but that the business is on solid footing, and he attributed the move to a very lucrative financial offer from Meta rather than any issue at MongoDB. At the company's investor day, MongoDB raised its long-term revenue growth guide from high teens to 20 plus percent, lifted its Atlas guidance from 20% to the mid 20s, and committed to double-digit growth in its EA business, which it said it had not seen in the last couple of years. Ittycheria also pointed to strong guidance for profitability and cash flow, citing secular AI tailwinds, and said MongoDB's newest version Alice 9.0 and a new capability called Alice Infinite push the envelope of elasticity and scale for agentic workloads. He added that MongoDB expects to be a net beneficiary as customers move brittle, expensive legacy applications to modern platforms, and that buying behavior has shifted as customers weigh IP protection, data residency, choice and cost.

HumanTronik announced it has acquired CloudMoyo, combining HumanTronik's enterprise AI platform with CloudMoyo's Microsoft engineering depth, Icertis Contract Intelligence expertise, and forward-deployed delivery teams across the United States. Financial terms of the deal were not disclosed. CloudMoyo will continue to operate under its own brand, with no change to existing customer teams, contracts, or service commitments. CloudMoyo brings more than a decade of Microsoft engineering depth across Azure, Fabric, and Foundry, and its customers include global enterprises such as Expeditors, GMXT/Ferromex, Terracon, Investors Title Insurance Company, and AIDS Healthcare Foundation. The combined company operates across San Francisco, Seattle, Singapore and Pune.

CAS, a division of the American Chemical Society, announced a collaboration with Novartis Biomedical Research to enhance reaction data accessibility and support AI-enabled research. Under the initiative, CAS will apply its data transformation services through CAS Intelligence Hub to organize and standardize Novartis' extensive collection of proprietary experimental reaction data, making it searchable alongside more than 160 million scientist-curated reactions from the CAS Content Collection. CAS will also work with Novartis to develop a customized discovery platform built on the CAS SciFinder architecture, designed to let Novartis researchers search, analyze, and cross-reference their enriched internal reaction data and CAS data simultaneously. Tim Wahlberg, Interim President of CAS, said the collaboration reflects the critical importance of a strong scientific data infrastructure alongside domain-specific technology and expertise for drug discovery workflows. The effort addresses the long-standing challenge of searching internal and external data together and lays the foundation for future CAS platform capabilities, including large language models and agentic AI.

Truepic announced that its image and video authentication capabilities are now available within Verisk's ClaimSearch platform, letting claims adjusters request verified visual evidence directly inside their existing workflow after a fraud alert. Verisk, a strategic data analytics and technology partner to the global insurance industry, operates ClaimSearch as a claims intelligence network used to detect fraud, identify patterns and evaluate claims more efficiently. Truepic authenticates each image and video at the moment of capture and runs it through more than 50 built-in fraud checks, and the capability can be triggered automatically by customizable, rules-based automation. The company cited Verisk's State of Insurance Fraud study from March 2026, which found that 36% of consumers say they would alter a photo to strengthen an insurance claim and 99% of carriers report having encountered AI-manipulated claim documentation, while only 32% of insurers are very confident in identifying deepfakes. Truepic Vision is available now to all carriers using Verisk's ClaimSearch.

CData Software launched CData Connect AI Gateway, a new control point connecting AI agents and the people who work with them to enterprise systems, available through an early access program beginning September 29, 2026. The Gateway is built on CData's data layer, which already powers Palantir, Google, hundreds of enterprise products and thousands of customers worldwide, and it exposes hundreds of CData-built connectors as governed tools over live systems including SAP, NetSuite, Salesforce, warehouses, databases, and on-premises and legacy environments. It enforces permissions down to the record, validates changes against each system's own business rules before they commit, and routes every request to the most efficient model, with spend attributed and budgeted by team, agent, model and tool. In CData Labs research, prompts run through CData's connectors returned correct results 98.5 percent of the time across CRM, project management, data warehouse and ERP systems, against 65 to 75 percent for competing MCP approaches, and a second study of 22 models found the least expensive returned the same correct answer at 178 times lower cost than the most expensive. Adobe AI Software Lead Padmakar Pasala said CData Connect AI gave its agents live, governed access to applications like SAP, cutting test delivery from 10 weeks of manual effort to about one, a 10x acceleration. CEO and co-founder Amit Sharma said the Gateway answers questions of control from one control point, letting companies hand agents real responsibility and stand behind every answer and every action.

Snowflake completed private offerings of zero-coupon, senior unsecured convertible notes totaling US$3.75 billion in late September 2026, split between maturities in 2029 and 2031 under Rule 144A. Alongside the financing, Liquibase announced the availability of Liquibase Secure on Snowflake Marketplace, a third-party tool that helps customers automate and govern data-related changes. The zero-interest convertible raise is seen mainly as affecting near-term debate around dilution and balance sheet risk rather than Snowflake's core thesis, while the Liquibase launch reinforces the company's push to sit at the center of governed, auditable data change. Snowflake's narrative projects $11.9 billion in revenue and $202.2 million in earnings by 2029, with a fair value estimate of $425.19, a 30% upside to its current price. Some of the lowest-estimate analysts assume about 23 percent annual revenue growth but no profits within three years, a picture that could shift if the fresh zero-coupon debt and potential dilution reshape expectations.

ClickHouse announced a significant expansion of its strategic collaboration with Microsoft at The European Microsoft Fabric + SQL Community Conference in Barcelona, Spain, encompassing four major milestones. The company launched a native ClickHouse workload for Microsoft Fabric, now in public preview through the Fabric workload hub, which brings the ClickHouse query engine directly into the Fabric experience and accelerates OneLake queries to sub-second response times. ClickHouse support for reading Apache Iceberg tables from OneLake using OneLake Table APIs is now generally available, while support for writing Iceberg tables to OneLake with credential vending is in public preview. ClickHouse Bring Your Own Cloud is now available to Azure customers through the Microsoft Marketplace, letting organizations run ClickHouse Cloud inside their own Azure tenant while ClickHouse manages provisioning, upgrades, monitoring, and scaling. Yury Izrailevsky, President of Product and Engineering at ClickHouse, said the engineering teams worked closely together so these capabilities are seamlessly integrated into the Microsoft data platform rather than layered on top of it, and Dipti Borkar, Vice President of Microsoft IQ and OneLake at Microsoft, said joint customers have more best-in-class analytical engines to choose from without moving or copying data between platforms.

Nokia Oyj is extending its partnership with Microsoft Corporation to build an agentic, unified data foundation that combines Nokia Data Suite with Microsoft Fabric to enable AI-driven telecommunications network operations. The collaboration integrates network data products with Microsoft's cloud analytics and AI capabilities, allowing operators to access structured network data in minutes rather than weeks, and the solution is currently available, building on existing agreements across cloud infrastructure, security, and AI workloads. For Nokia, the integration accelerates monetization within its AI & Cloud segment, where order intake reached €2.8 billion in Q2 2026 and net sales to AI & Cloud customers surged 105% year-over-year, supported by €2.78 billion in net cash. For Microsoft, the move strengthens Azure's enterprise ecosystem, supporting Azure's 43% revenue growth in Q4 FY26 and expanding Microsoft Cloud revenue beyond its $59.3 billion quarterly base. Nokia's reported operating margin fell to (1.0)% in Q2 2026 on accelerated restructuring expenses, while Microsoft's FY26 total revenue reached $331.8 billion amid heavy AI infrastructure spending.