The content team at the MSP Summit site tracks stories of interest to the managed services provider community. Anyone selling managed services or partnering with MSPs will want to know about these developing stories or catch up on stories they have missed. With the help of ChatGPT, Claude and AI tools our parent Informa has developed, we're tracking top stories based on web traffic, mentions, impressions, reposts, and social media engagement. All links are current as of Dec. 15.
Oracle defends infrastructure spending spree amid mounting AI demand
Oracle will pour roughly $50 billion into capital investments to increase cloud and AI compute capacity during its current fiscal year, executives said during its quarterly earnings call. This was higher than the $35 billion in FY2026 capital expenditures that Oracle anticipated in September. Oracle execs defended the $15 billion increase with assurances that the investments were tied to committed customer spend. Read the Channel Dive story.
Nerdio Urges MSPs to Plan for AI, Especially Copilot
Cloud management platform provider Nerdio is urging managed service providers to act decisively on AI and automation readiness – or risk being left behind by more agile competitors. Nerdio, which has more than 1,800 MSP customers in North America, built its business around Azure Virtual Desktop. Over the last year, however, the company expanded its coverage to the full Microsoft cloud stack, including the Microsoft 365 office productivity suite. Read the Channel Dive story.
Assured Data Protection Adds Zerto-Powered Disaster Recovery to Support VMware Transitions
Assured Data Protection has expanded its disaster recovery portfolio with a Zerto-powered managed service designed for organizations running VMware and mixed hypervisor environments. The launch comes as many enterprises reassess VMware strategy following Broadcom’s acquisition, balancing near-term contract realities with longer-term platform decisions. The new service focuses on aggressive recovery objectives while avoiding new forms of lock-in. Read about it on ChannelE2E.
IDC Expects Biggest IT Spending Bonanza in 30 Years
According to IDC, the emergence of a massive AI infrastructure investment wave is driving tech spending around the world at a rate that has not been seen since the introduction of Windows 95 in 1995. With almost every organization wanting to invest in AI, IDC forecasts that IT spending is set to reach $4.25 trillion this year, driven mainly by demand for IT infrastructure to support AI workloads. IDC expects software spending to increase by 14% this year, with AI deployments adding to investments in security, optimization and analytics. Read the Computer Weekly story.
Don’t Expect an Acceleration in the Rate of AI PC Adoption in 2026
With the Windows 11 mandatory refresh cycle closing, the Futurum Group expects a deceleration in AI PC adoption rate is expected in 2026, setting the stage for a normalization in 2027. Despite this near-term dip, the overall AI PC market is projected to grow at a CAGR of 38% between 2025 and 2030, driven by the organizations’ future-proofing needs for AI. Read the Futurum Group report.
Pen Test Market in 2025: Key Players, and What’s Ahead
The penetration testing market is experiencing significant transformation in 2025, driven by AI automation, cloud-based delivery models, and the growing demand for continuous security validation. As organizations face increasingly sophisticated cyber threats and stringent compliance requirements, this Omdia blog examines how penetration testing has evolved from periodic manual assessments to automated, on-demand security services that provide real-time vulnerability detection and remediation guidance. Read the Omdia blog.
From IT Support to Strategic Partner: How MSP Trends in 2025 Are Reshaping SMB Growth
The role of MSPs has evolved dramatically. What used to be break/fix IT support has transformed into a strategic partnership model where MSPs guide technology decisions, cybersecurity posture, cloud transformation, AI adoption, and business continuity. In 2025, MSPs are no longer “IT helpers”—they are critical drivers of SMB growth, scalability, and competitiveness. Read about it on Teckpath.
Broadcom Bulges with Anthropic, AI Orders
Broadcom’s custom chip and AI-related businesses continue to surge, with the vendor touting a significant chip deal and expansion with Anthropic and a new unnamed customer. Broadcom CEO Hock Tan also said the company has a $73 billion backlog of AI-related orders coming out of its latest fiscal year. Tan told investors during the vendor’s latest earnings call that Anthropic was the previously unnamed customer that had signed a $10 billion custom-chip deal earlier this year. That deal was for Anthropic to purchase Google’s latest Ironwood tensor processing unit (TPU), which is being designed and sold by Broadcom. Anthropic has since placed an additional order valued at $11 billion that Tan said is scheduled for delivery later next year. Read the SDxCentral story.
Nutanix Pushes Sovereign Cloud in Swipe at VMware
Nutanix is taking a pop at VMware – again – as it unwraps features that it says allow customers to run distributed sovereign clouds. Nutanix claims its Cloud Platform now gives orchestrated lifecycle management of multiple dark-site environments, along with on-premises deployment options for governance and control planes. It is rolling out on-prem support for its previously SaaS-only Nutanix Central console service and offering its Data Lens ransomware detection software on-prem. Read The Register story.