AI Hub
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SAP Q4 2025 Performance Report
SAP’s Q4 2025 results show strong cloud momentum and AI integration. Cloud backlog reached €22.2 billion, with cloud revenue growing 25% to €3.5 billion, driven by S/4HANA Cloud. The company highlighted tangible AI integration across its portfolio, enhancing efficiency and insights. SAP remains focused on the S/4HANA migration and projects continued double-digit cloud revenue growth in 2026.
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Google to Invest $15 Billion in India AI Hub
Google plans to invest $15 billion in a new AI hub in southern India, its largest outside the U.S., over the next five years. This signals India’s growing strategic importance in the global tech landscape. Raiden Infotech, Google’s Indian subsidiary, will build three campuses in Visakhapatnam. This investment, part of Google’s increased $85 billion capital expenditure forecast for 2025, aligns with its $25 billion investment in US data centers. Microsoft and AWS are also investing heavily in India, fueling competition and innovation within the sector.
