Sovereign cloud discussions have been a core part of artificial intelligence and infrastructure conversations for the past few years and are now critical to communications. Historically, the communications sector has been a late adopter of technology trends due to the mission-critical nature of its operations. However, given that customer service is one of the “low-hanging fruit” use cases for AI, the sovereign cloud conversation has come to communications.
Useful artificial intelligence has arrived, and if Nvidia Chief Executive Jensen Huang is right, it is about to reshape not only data centers but also the structure of the global economy and the tech labor market. In his GTC Taipei 2026 keynote, Huang laid out his vision for the “age of agents,” agentic AI systems that don’t just answer questions but also observe, reason, plan and act across distributed infrastructure.
Artificial intelligence is forcing companies to change almost every aspect of their business. From operations to hiring to sales and training, change is happening faster than ever. One aspect of this change that has flown under the radar is the need for companies to rethink their business continuity plans. AI is pressuring enterprises to move beyond traditional ideas of resilience and toward architectures and operating models that assume continuous, systemic disruption — and can keep the business running anyway.
Of all the companies I track, Zoom Communications Inc. might be the most interesting, as it’s evolving in ways that run counter to its traditional peers. When speaking with industry colleagues, including investors, channel partners, customers and fellow industry analysts, Zoom is often grouped into the unified communications-as-a-service or the contact center-as-a-service bucket. Zoom was a pioneer in video meetings and has used its expertise in helping people connect to expand its portfolio in several directions.
Nvidia Corp.‘s latest results are remarkable even by its own high bar. Revenue set new records, driven by a 90%-plus surge in data center demand and what management described as “parabolic” demand as Blackwell systems ramp across hyperscalers, artificial intelligence clouds, auto and sovereign customers. But the more important story is how quickly the AI economy is reorganizing around what Chief Executive Jensen Huang calls “AI factories” and “agentic AI.”