Cloud growth, funding signals, supply constraints and what comes next.
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A Message From The Editor

With Christmas behind us and the new year approaching, this quieter week is when many technology teams step back to assess not only what they’ve delivered, but whether their systems, skills and processes are ready for the demands ahead.

 

This week’s stories reflect that pivot. Global cloud infrastructure spend is rising as AI workloads hit production, UKRI’s £38bn plan signals where public funding will back AI, advanced compute and applied research, and delivery constraints are sharpening, from persistent memory shortages to AI-generated code that still demands rigorous oversight and testing.

 

Together, this signals a year focused less on experimentation and more on disciplined execution, turning today’s momentum into resilient, well-governed, scalable platforms, practices and teams.

 

They’ll also be front and centre for the industry in the months ahead. With registration now open for Tech Show London 2026, next March is your opportunity to benchmark your strategy, learn from peers and see how others are solving the same execution challenges.

 

We’ll return in the new year with deeper coverage as these themes evolve.

 

See you then!

Rebecca Uffindell

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Cloud computing chip embedded in a circuit board, representing secure cloud infrastructure, AI workloads, and scalable digital platforms.
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CLOUD SPENDING GROWS

UKRI BUDGET PLANS

Global infrastructure spend hits £75.9 billion.

 

Global spending on cloud infrastructure reached £75.9 billion in the latest quarter, underlining continued demand for compute, storage and networking as AI workloads move from experimentation into production.

 

The figures point to sustained investment despite tighter budgets elsewhere.

£38 billion budget sets direction for AI, science and innovation.

 

UK Research and Innovation has outlined plans for a £38 billion budget, with funding expected to prioritise AI capability, advanced computing, engineering skills and applied research.

 

The announcement provides early clarity on how government-backed R&D will support technology development and commercialisation over the next spending period.

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MEMORY SUPPLY WARNING

AI CODE BUGS

Micron expects shortages to persist beyond 2026.


Micron has warned that global memory shortages are likely to continue past 2026, driven by sustained AI demand and long lead times for new fabrication capacity.

 

The outlook suggests continued pressure on pricing and availability for cloud providers and hardware buyers planning large-scale AI and data centre deployments.

 

Studies find higher bug rates in AI-generated software.

 

New research indicates that AI-written code contains more defects than human-developed software, particularly in complex or less clearly specified tasks.

 

The findings underline the need for stronger testing, review and governance as AI coding tools move from experimentation into everyday development workflows.

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