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Cloud Wars

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    • AI and CopilotsWelcome to the Acceleration Economy AI Index, a weekly segment where we cover the most important recent news in AI innovation, funding, and solutions in under 10 minutes. Our goal is to get you up to speed – the same speed AI innovation is taking place nowadays – and prepare you for that upcoming customer call, board meeting, or conversation with your colleague.
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AI and Copilots

AI Agents Built With Copilot Studio Gain Access to Work IQ Business Context

Tom SmithNovember 13, 2026
AI and Copilots

Justin Delisle Explains How Tato Uses AI to Improve Project and Program Management

John SiefertNovember 13, 2026
AI and Copilots

From AI Adoption to Business Value: Oracle’s Mark Hura on Enterprise Transformation | Cloud Wars Live

Cloud Wars LiveNovember 13, 2026

Latest Cloud and AI Insights

Google Cloud Shocker: Growing 3.5X Faster than Microsoft Cloud

Avanade AI Chief: Why Transformation Requires Process Redesign, Addressing Technical Debt

AI Account Hijacking: Why Enterprise Security Is Entering a New Era

AI Governance at a Crossroads: Regulation, Innovation, and the Race for AI Leadership

See More

AI and Copilots

AI Agents Built With Copilot Studio Gain Access to Work IQ Business Context

By Tom SmithNovember 13, 2026

SharePoint Tools in Work IQ enable agents to search a SharePoint site, work with enterprise-scale lists, and go beyond intent to finish work.

AI and Copilots

Justin Delisle Explains How Tato Uses AI to Improve Project and Program Management

By John SiefertNovember 13, 2026

Tato CEO, Justin Delisle, joins John Siefert on-site at Summit NA 2026 to discuss the organization’s purpose as a virtual teammate.

AI and Copilots

From AI Adoption to Business Value: Oracle’s Mark Hura on Enterprise Transformation | Cloud Wars Live

By Cloud Wars LiveNovember 13, 2026

Oracle is accelerating enterprise AI adoption by integrating intelligent capabilities across infrastructure, databases, and applications to deliver measurable business value and faster transformation.

Cloud Wars Minute

Salesforce Expands Agent Fabric with AI Agent Monitoring and Cost Controls

By Kieron AllenNovember 13, 2026

As agentic AI adoption accelerates, Salesforce is strengthening its control plane with automated evaluations and intervention capabilities designed to improve reliability, governance, and cost predictability.

AI and Copilots

Chicken Little Was Wrong: Hyperscaler Backlog Nears $2.5 Trillion

By Bob EvansNovember 12, 2026

AI infrastructure spending could climb beyond 2026 as Alphabet and Amazon anticipate further investment.

Cloud

Oracle OCI President Mahesh Thiagarajan on AI Infrastructure and Explosive Cloud Demand | Cloud Wars Live

By Cloud Wars LiveNovember 12, 2026

Oracle’s cloud leadership reveals how AI-powered development, security innovations, and enterprise applications are helping organizations turn ambitious ideas into measurable business value.

Cloud Wars Minute

Hyperscaler Backlog Nears $2.5 Trillion; Chicken Little Recants!

By Bob EvansNovember 12, 2026

Hyperscalers report nearly $2.5 trillion in combined backlog, highlighting the enormous opportunity — and risks — associated with AI infrastructure investment.

AI and Copilots

ServiceNow Arc: The Rise of the Super Agent for Enterprise AI

By Kieron AllenNovember 11, 2026

ServiceNow has made Arc, its personal enterprise AI agent, generally available. With NVIDIA OpenShell integration and Super Intelligence Control Tower governance, Arc autonomously executes workplace tasks while maintaining enterprise security, oversight, and operational accountability.

Cloud Wars Minute

Microsoft’s $25 Billion Bond Offering Draws $115 Billion in AI-Era Investor Demand

By Kieron AllenNovember 11, 2026

Microsoft plans to raise $25 billion through a heavily oversubscribed bond offering, attracting approximately $115 billion in orders and demonstrating extraordinary investor confidence in AI infrastructure expansion.

Cloud

World’s Hottest Public AI and Cloud Vendors: #1 Google Cloud, #2 Palantir, #3 Oracle

By Bob EvansNovember 10, 2026

Publicly traded AI and cloud providers are experiencing unprecedented growth, led by Google Cloud (103%), Palantir (96%), and Oracle (62%), highlighting the accelerating AI boom and intensifying competition among hyperscalers and enterprise technology leaders.

Cloud Wars Minute

Hottest Vendors: Google Cloud #1, Palantir #2, Oracle #3

By Bob EvansNovember 10, 2026

Google Cloud leads the Cloud Wars Top 10 Growth Chart with 103% growth, followed by Palantir and Oracle, as AI drives unprecedented expansion across the enterprise cloud market.

AI and Copilots

As Palantir Grows 96%, CEO Alex Karp Sees Ugly Future for AI Laggards

By Bob EvansNovember 9, 2026

Palantir CEO Alex Karp says AI will transform industries from banking to healthcare, leaving slow-moving competitors behind.

AI and Copilots

With SharePoint in Work IQ, AI Agents Work Directly Inside Another Core System

By Tom SmithNovember 9, 2026

SharePoint Tools in Work IQ enable agents to search a SharePoint site, work with enterprise-scale lists, and go beyond intent to finish work.

Cloud Wars Minute

Palantir CEO Karp: 96% Q3 Growth Is AI Survival Guide

By Bob EvansNovember 9, 2026

Palantir’s extraordinary Q3 performance gives CEO Alex Karp the credibility to warn business leaders that AI inaction could quickly transform competitive companies into irrelevant ones.

AI and Copilots

Microsoft Is Building Copilot for Finance With New Skills and Industry-Specific Plugins

By Kieron AllenNovember 6, 2026

With more than 25 new finance skills and plugins, Microsoft is transforming Copilot from a general-purpose AI assistant into a specialized platform capable of coordinating accounting, forecasting, investment analysis, and financial reporting workflows.

Cloud Wars Minute

Google Cloud Adds OpenAI Models and Codex Agents to Model Garden

By Kieron AllenNovember 6, 2026

Google Cloud and OpenAI demonstrate the power of collaboration in the AI economy, combining advanced models with enterprise infrastructure to deliver greater flexibility, accessibility, and commercial value.

AI and Copilots

Microsoft Hammered by Google Cloud, AWS, Oracle on Key Growth Metrics

By Bob EvansNovember 5, 2026

Microsoft Cloud remains the largest hyperscaler, but Google Cloud, AWS, and Oracle are growing faster.

AI and Copilots

AI Reality Check: Leaders Rate Their Orgs Highly on AI Maturity But Results Tell a Different Story

By Tom SmithNovember 5, 2026

Avanade data from 3,600 companies finds just 6% say their focus in on creating new operating models, revenue streams, or businesses.

Innovation & Leadership

Oracle CSO Gary Miller on How Oracle’s Agentic Apps and Expertise Are Helping Customers Thrive in the AI Era

By Kieron AllenNovember 5, 2026

Gary Miller explains how Oracle helps businesses scale AI through embedded capabilities, strategic customer relationships, and a focus on high-impact use cases that deliver faster returns on technology investments.

Cloud Wars Minute

GOOG, AWS, ORCL Blow Past Microsoft on Key AI + Cloud Metrics

By Bob EvansNovember 5, 2026

Microsoft trails AWS, Google Cloud, and Oracle in AI and cloud growth, despite leading in revenue.

AI and Copilots

Microsoft’s MAI-DxO: Could AI Transform Medical Diagnosis?

By Kieron AllenNovember 4, 2026

Microsoft’s MAI-DxO AI diagnostic system achieved 83.2% accuracy in complex medical cases, compared with 36.1% for physicians using reference materials.

Cloud Wars Minute

Microsoft Teams AI Security Feature Sparks New Privacy Questions

By Kieron AllenNovember 4, 2026

Microsoft is bringing AI-powered phishing detection to Teams, promising stronger cybersecurity through behavioral analysis while reigniting concerns about privacy, automatic activation, and lessons learned from the Recall controversy.

AI and Copilots

Oracle Bets it Can Get Cash-Flow Monkey Off its Back in 13 Months

By Bob EvansNovember 3, 2026

Oracle’s $664 billion backlog provides substantial revenue visibility, but converting commitments into profitable operations requires extraordinary infrastructure execution, reliable energy access, and disciplined financing.

AI and Copilots


Microsoft Bakes Rental into the ERP Core While SAP and Oracle Send Customers Shopping for Add-Ons

By John SiefertNovember 3, 2026

Microsoft is bringing rental management into Dynamics 365’s ERP core, challenging SAP and Oracle’s approaches to Asset-as-a-Service while positioning native workflows and AI agents as a competitive advantage.

Innovation & Leadership

How Concentrix and Workday Are Reinventing HR with AI | Cloud Wars Live

By Cloud Wars LiveNovember 3, 2026

As AI transforms business operations, Concentrix is rethinking talent acquisition, workforce development, and the role of HR in driving innovation.

Cloud Wars Minute

Oracle Skeptics, Just Breathe! 13 Months to Pos. Cash Flow

By Bob EvansNovember 3, 2026

Oracle’s strategy combines aggressive data center expansion, contracted customer demand, and a path to positive cash flow, challenging conventional assumptions about hyperscaler growth and financial risk.

AI and Copilots

AWS Q3 Growth of 39% Will Surge into Hypergrowth in 2027 and 2028

By Bob EvansNovember 2, 2026

The projected growth rate of hyperscalers are set to surge in both 2027 and 2028, with Google Cloud establishing itself as the leader in enterprise AI.

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Cloud Wars AI Minute

AI Infrastructure Spending Hits $2.59 Trillion as Hardware Costs Reshape the Market

AI infrastructure spending is surging to $2.59 trillion, but rising compute and memory costs are putting pressure on cash flow and forcing hyperscalers to rethink AI investment.

Read More »

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