
Iren’s $15b Microsoft Mega-Deal Sign of an AI Surge that Won’t Stop – AFR Nov 4 2025
The AI industry is experiencing an unprecedented surge, with neo-cloud firms like Iren playing a pivotal role in reshaping the AI infrastructure market.

The AI industry is experiencing an unprecedented surge, with neo-cloud firms like Iren playing a pivotal role in reshaping the AI infrastructure market.

Unsustainable AI vendor economics demand a strategic focus on governance, true costs, and open-source models for lasting innovation and competitive advantage.

Microsoft’s new sandboxed Copilot extends its reach from data synthesis to autonomous execution, creating governance and compliance challenges, especially around paywalled data and security.

Canva is challenging Adobe’s market leadership by offering free professional tools (Affinity) and launching an AI-driven Creative Operating System for enterprise content scale.

Think of ‘AI’ as pattern services, machine learning, graph, and generative AI, that orchestrate to deliver complex outcomes, with Agentic AI as advanced process automation.

Core AI will soon be embedded in core business platforms, making complex custom projects redundant and shifting ICT strategy focus to vendor roadmaps.

Hybrid Cloud’s TCO is often triple-budgeted due to overlooked integration, data transfer fees, and lack of FinOps governance.

Salesforce’s Agentforce signals conversational AI is the ‘final mile’ in IT support automation, freeing up human staff for complex work.

Effective, tailored user personas drive successful digital workspace strategies by discovering diverse staff needs, fostering innovation, and supporting flexibility.