AI infrastructure spending is reaching unprecedented levels, but rising CapEx is beginning to outpace cash flow, raising questions about how hyperscalers will fund continued AI investment.
Oracle has been clear in defining where apps end and agents end, with CEO Mike Sicilia driving it home in comments in the Q1 earnings call.
AI model releases are accelerating faster than buyers can adopt them, creating model fatigue and increasing pressure for deeper integration and value.
OpenAI is reportedly developing automated AI shutdown capabilities as proposed U.S. legislation seeks government power to halt models that threaten human life or the economy.
Oracle’s Q1 cloud revenue and OCI growth rate have jumped this quarter. How can its business model innovation propel the company to rise even higher?
OpenAI’s decision to wind down its Cursor contract highlights how trust between technology providers is becoming increasingly critical as the AI ecosystem grows more interconnected.
Oracle delivers a blowout Q1 as cloud infrastructure revenue surges 121% and its $664 billion RPO nearly matches Microsoft’s massive backlog.
Google Cloud is taking Gemini Enterprise deep into vertical industries, beginning with financial services and legal and combining skills, data, agents, and partners into one AI system.
Microsoft’s strategic collaboration with Saudi AI company HUMAIN demonstrates how localized language models could become central to enterprise AI adoption across the Middle East and Africa.
Workday is betting that fewer, more capable AI agents connected across enterprise systems and data will create greater customer value and differentiate it from larger rivals.
Meta’s massive Azure spending shows how AI is reshaping tech competition, with rivals increasingly becoming customers as infrastructure emerges as the new battleground.
OpenAI once prominently promoted an AI super app, but its disappearance from Sarah Friar’s latest strategic update raises questions about whether the concept has quietly become vaporware.
ServiceNow is rapidly building its cybersecurity presence, and three recent developments suggest Bill McDermott may see security as the company’s defining long-term opportunity.
Salesforce and Anthropic’s new ClaudeForce partnership could unlock enormous value trapped inside enterprise systems and redefine the future of AI-powered business applications.
With AI run rate approaching $600 million and 5,500 customers using AI solutions, Workday is seeing powerful early evidence that its AI strategy is gaining traction.
Microsoft, Salesforce, and UiPath are taking different approaches to free developer AI capacity as consumption emerges as an increasingly important metric for the enterprise technology industry.
Google Cloud and Mahindra are bringing Gemini Enterprise directly into vehicles, demonstrating how AI is moving beyond traditional digital environments and becoming embedded in physical-world endpoints.
AI monetization is moving upstream as rising agentic development costs push Microsoft and other vendors to charge builders for creating, testing, and executing AI-powered products.
Marc Benioff’s Salesforce is betting that combining Anthropic’s AI momentum with its massive enterprise presence can unlock new opportunities for customers and accelerate its AI strategy.
AI tokens are getting dramatically cheaper, but agentic reasoning is consuming far more of them, creating a surprising new challenge for enterprise AI economics.