
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.

Adobe’s unified Firefly AI platform streamlines creative production, offering choice via a multi-model ecosystem while shifting vendor lock-in to the overarching Creative Suite.

AI projects often fail not because of the technology, but because of misalignment with strategy, poor data foundations, and low organisational readiness. To succeed, IT leaders must shift focus from hype to value, build robust data ecosystems, and foster cross-business collaboration.

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.

Adobe’s strategy signals a shift from tool vendor to AI workflow orchestrator, prioritising efficient, brand-compliant content scaling over raw AI model power.

Adobe’s new Firefly Foundry offers bespoke, brand-specific Generative AI models using proprietary IP, securing brand integrity while scaling content production.