Hyperscalers are facing soaring AI demand, with Microsoft, Oracle, AWS, and Google Cloud reporting a massive $1.63 trillion backlog in contracted business not yet recognized as revenue.

The hyperscalers’ record-breaking CapEx surge reflects real AI demand, not a bubble, as backlog growth across the Cloud Wars Top 10 hits historic highs.

Truvio leaders Joakim Alm and Aynsley Keller describe the launch of the new brand and what the impact will be for customers and partners.

Jen Harris and John Siefert examine the shift from centers of excellence to centers of value, as AI agents automate reactive work and push humans toward more creative, proactive roles.

AI innovation is outpacing security readiness, and new data shows why governance and unified security approaches are now mission-critical.

Google Cloud and AWS surpassed Microsoft in Q4 cloud revenue growth, signaling a shift in customer preference and prompting a downgrade of Microsoft to #3 in the Cloud Wars Top 10.

Discover six key trends for scaling agentic AI in organizations, from end-to-end workflows and system integration to governance, model flexibility, and productivity gains.

Enterprises are shifting from AI insights to automated actions that adapt continuously and operate at real-time speed.

Google Cloud’s explosive Q4 growth surpassed Microsoft in incremental revenue, signaling a major shift in customer cloud spending and reshaping the Cloud Wars Top 10 rankings.

Despite a record-setting $35.6B quarter, AWS slid to #7 in the Cloud Wars as Google, Oracle, and Microsoft gained ground.

AWS posted its best quarter in years, yet still ranks third behind Google Cloud and Microsoft in growth momentum.

AI tools like ChatGPT and Copilot are making SEO obsolete. Microsoft’s guide introduces AEO and GEO as the next evolution in digital discovery, built on clarity, trust, and machine-readable content.

Microsoft research finds more than 80% of security leaders say they’ll use GenAI in data security, and they’re building a series of agentic AI use cases to protect against rogue AI risks.

With AI agents multiplying rapidly, Salesforce positions MuleSoft Agent Fabric as a critical defense against shadow AI and wasted investment.

With a 48% Q4 surge, Google Cloud has overtaken Microsoft Cloud in incremental growth, demonstrating strong AI leadership via innovations like Gemini 3 and a future-ready cloud stack.

Cross App Access, being added as a core part of the MCP specification, allows centralized management of user entitlements, closing a gap that currently exists with some MCP servers.

Google Cloud’s Q4 surge confirms its rise to #1 in Cloud Wars, outpacing Microsoft in growth, momentum, and future-focused AI strategy.

Microsoft’s partnership with the University of Manchester brings Copilot access and training to 65,000 users, establishing a new model for integrating AI into higher education responsibly and equitably.

A practical conversation on enterprise AI adoption that focuses on governance, collaboration, and learning from failure rather than chasing hype or replacing human interaction.

The Copilot Studio extension integrates seamlessly into VS Code, bringing AI agent development into developers’ existing workflows.

Q4 results show Palantir achieving 73% revenue growth without expanding its sales force, thanks to an outcome-based pricing model few rivals can match.

Paul Swider of RealActivity said demos highlighting Microsoft’s work with NVIDIA gave important insight into AI agent and product development opportunities.

Palantir stuns the market with 70% Q4 growth and accelerating momentum, signaling a powerful new model for the AI-driven enterprise economy.

SAP outperformed competitors like Oracle and Salesforce, growing its cloud business by 200% more than some rivals.

Financial services, government, and education firms all made major Copilot investments, while the Dragon Copilot for healthcare continues to streamline doctor-patient interactions.

Marie Wiese notes her excitement around the 2026 AI Agent & Copilot Summit, which will highlight the real-world impacts, human, and change management side of AI.

SAP’s Q4 results showed powerful cloud momentum, with total cloud backlog up 30% to $88 billion, cloud revenue up 26%, and CEO Christian Klein outlining a five-point growth plan for 2026 and beyond.