The cloud world is shifting from AI impact. Major players have revamped their data centers for AI while investing heavily in AI capabilities and infrastructure — all while trying to capitalize on enterprise data. But they’re not alone: New cloud players have flooded the market with enterprise-centric offerings, and infrastructure contenders have built affordable and cloud-like solutions on-premises. In 2026, we will see the early fallout of this escalating battle for agentic supremacy. Couple that with sovereignty concerns and you’ll see some interesting opportunities to challenge hyperscalers for new business. This report explores Forrester’s predictions for cloud computing in 2026.