The Cloud Wars Cloud and AI Confidence Index reaches an all-time high, led by Microsoft, Google, and Amazon, which all gained well over $1 trillion in market cap.
SAP charts a new course in leadership with Hasso Plattner’s strategic choice of Pekka Ala-Pietilä as chairman, who was named after the company parted ways with its chairman-designate.
A major runup in its market cap places Microsoft in elite company, and demonstrates the company placed the right bet when it went all in on AI.
In the realm of quantum computing, IBM shines with milestones that include the Condor processor’s 1,121 qubits and the strategic transition to the Heron processor.
Amazon CEO Andy Jassy’s remarks on cloud providers raise questions about whether the company is evolving in line with customer requirements.
Google Cloud’s making a significant investment of $50 billion in technical infrastructure for the year 2024 to power its AI products and services.
SAP is investing significantly in AI for future success and reconstituting positions to meet customers’ evolving needs.
The elevation of Carl Eschenbach and Rob Enslin to sole CEOs of Workday and UiPath likely points to the end of the co-CEO model and important new strategic directions for both firms.
ServiceNow’s CEO Bill McDermott outlines the company’s growth trajectory, emphasizing the pivotal role of GenAI and evolving customer relationships in its transformative journey.
Oracle makes GenAI broadly available throughout its stack as part of a new OCI service, unlocking a range of enterprise use cases.
CEO Thomas Kurian’s customer-centric approach, which he details in a one-on-one interview, has led to significant growth for Google Cloud, with Q4 revenue reaching $9.2 billion and a 25.7% growth rate.
The cloud hyperscalers are splitting into two distinct groups: sprinters (Microsoft, Google Cloud, and Oracle) and plodders (AWS).
ServiceNow has had substantial subscription revenue growth and is making a strategic pivot into Customer Relationship Management (CRM).
SAP’s had an outstanding Q4 and 2023 performance, with a significant 39% jump in total cloud backlog to nearly $50 billion.
Amazon framework would apply generative AI with pre-trained large language models (LLMs) to the process of database debugging.
Key insights from an interview with IBM CEO Arvind Krishna on the company’s strategic shifts, customer-centric approach, experiential selling, and co-creation with clients and partners.
A look into the enduring significance of IBM mainframes, specifically COBOL’s lasting role in modern banking technology amid the rise of AI.
Insights from Snowflake CEO Frank Slootman on the significant role of AI and data strategies in driving business innovation.
Workday’s CEO, Carl Eschenbach, outlines the company’s evolution towards a system of trust in the AI era and foresees a Workday economy fueled by data and innovation.
In an exclusive interview, CEO Christian Klein emphasizes how SAP’s S/4 HANA, as well as programs such as RISE and GROW, are helping customers continue to advance their transformations.