The Source Signals
Gartner’s AI Rankings Show Where Power Is Concentrating
Gartner’s latest “Companies to Beat” analysis reveals how the AI market is shifting from experimentation to structure, with platforms consolidating at the core while competition intensifies at the application layer.
TL;DR - Why AI, Chips, and Payments Are Converging Into a New Power Stack
This week’s tech and capital moves point to a single theme: infrastructure beats experimentation. AI needs energy, chips need redundancy, and fintech needs scale—and the GCC sits at the intersection.
UAE will need 1 Million more Workers by 2030 Despite the Rise of Agentic AI
A new ServiceNow report shows that the UAE’s digital transformation will create jobs, not eliminate them, with AI acting as a force multiplier rather than a replacement for human work.
Endava’s Dava.Rise wants to fix the most challenging part of open innovation: production
Dava.Rise isn’t pitching more startup introductions. It’s pitching enterprise-grade execution - turning Series A/B products into deployable systems that clear security, compliance, and procurement.
One wrong letter can now land you on malware, not a dead page, Infoblox Report
Infoblox research finds parked domains have flipped from nuisance to threat: more than 90% now redirect to scams, scareware or malware, often automatically, with victims profiled in real time.
Core42 opens Dublin headquarters to expand ‘sovereign’ AI infrastructure across Europe
G42’s AI infrastructure arm is establishing a European base in Ireland as governments and enterprises seek compliant, high-performance compute to scale production AI.
Mintiply Capital to lead AED 1.2bn GCC F&B and e-commerce investment opportunity
Advisory firm Mintiply Capital says it is leading a AED 1.2 billion investment opportunity linked to the strategic exit of a fast-growing GCC food group spanning supermarkets, cafés, catering and delivery.
“50% AI by 2027” Doesn’t Mean Fewer Humans. It Means Different Work States Salesforce Report
In Salesforce’s 2025 State of Service data, AI absorbs repetitive cases while reps move up the value chain - but the constraint is usually unified data and governance, not model capability.
“There is no enterprise AI without data security”: the Rehan Jalil thesis behind Veeam’s Securiti AI deal
Rehan Jalil isn’t selling magic. He’s selling control: knowing what data you have, what agents touched it, and how to roll back damage when autonomous workflows inevitably go wrong.
Databricks’ $4B+ round is not about “AI hype”. It is about who owns the enterprise data layer.
When capital floods a platform layer, buyers pay later through bundling and switching costs. Databricks’ $4 billion round is a warning and a roadmap for enterprise AI adoption.
Zaphira Nature’s GCC-Spec Haircare Play: How Hanane Bouchouicha-Sykora Is Building a Local Premium Brand in Dubai
After five years of development and three years of formulation, Hanane Bouchouicha-Sykora is scaling Zaphira Nature through a ritual-led, salon-backed strategy built for GCC climate realities and a market still biased towards imports.
TL;DR - OpenAI Gears up for Deal-Making as Capital Shifts Towards Scale
OpenAI’s senior deal hire, US infrastructure consolidation, India’s incumbent-led acquisitions and quiet GCC capital flows all point to the same shift: tech is moving from experimentation to institutional control.
The trust infrastructure race: how Dataiku wants to make agentic AI shippable
AI agents are moving into regulated, high-stakes workflows. Dataiku’s AI Factory Accelerator with NVIDIA is a bid to make them traceable, controllable, and ready for production.
ServiceNow reportedly in talks to acquire cybersecurity firm Armis for $7B
The reported $7bn deal would be one of ServiceNow’s largest acquisitions and signals continued consolidation around security as an enterprise workflow.
One Nervous System: When a Startup Can’t Breathe Without the Founder
Founder syndrome is what happens when a company outsources accountability upward. It’s measurable, predictable, and fixable - if you treat it as design, not drama.
Less Hype, More Power: The New Rules Showing Up in Today’s Tech News
From SpaceX’s record private valuation to public-market pushback on AI and new state bets on quantum, today’s news shows where capital still flows—and where scrutiny is rising.
The AI Gold Rush Has a Hidden Kingmaker
OpenAI, Anthropic and their peers may be the miners, and NVIDIA the shovel seller—but the quiet force shaping the entire boom is ASML, the Dutch firm whose machines make cutting-edge chips possible. Yet as computing scales, a second kind of kingmaker is emerging inside enterprises: the governance systems that decide whether AI can be trusted at all.
Veeam’s Securiti AI Buyout Signals a New Category: Trusted Data Platforms
The Securiti AI acquisition signals a market shift: resilience, governance and AI trust are converging into one platform as companies demand proof, not promises, about data safety.
Magic8 Pro: HONOR’s Bid to be the 5.5G-Ready Night Shooter of Choice
HONOR’s Dubai launch cast the Magic8 Pro as a future-proof flagship – pairing a 5.5G-ready radio with AI night photography and a 7,100mAh battery in a price band dominated by Samsung and Apple.
du and China Telecom Global sign MoU on UAE smart-nation telecom projects
The agreement sets a framework for cooperation on video systems, connected-car platforms, autonomous networks, roaming and e-SIM services as both operators expand work tied to the UAE’s smart-nation agenda.
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