Recent earnings reports from Workday, Snowflake, and Salesforce show strong future bookings across diverse market positions.
NVIDIA partnership yields telco-optimized GenAI functionality, while technology acqusition delivers network management and automation for that sector.
Microsoft’s Work From Car (WFC) redefines mobile offices, offering connectivity and productivity enhancements; yet, considerations like Android exclusivity and safety implications cast uncertainty on its broader market influence.
Workday’s co-founder Aneel Bhusri transitions to executive chairman, and cites six key strategic areas, including AI integration, industry-specific solutions, and cybersecurity, as the company aims to double revenue to $15 billion.
Oracle makes it easier to analyze database by conversing with Autonomous Database and OCI using natural language and leveraging chat history.
Workday’s recent strong fiscal performance includes impressive subscription revenue growth and substantial backlog.
There’s a case to be made that Microsoft has become the largest and most influential cloud vendor globally, surpassing AWS.
An analysis of the upcoming fiscal Q4 results of Workday, Snowflake, and Salesforce that emphasizes their ability to succeed in the dynamic cloud market.
Workday partners with services provider Insperity to deliver new HR offerings that help small and medium businesses accelerate growth.
The cloud software giant joins the National Institute of Standards and Technology’s US AI Safety Institute Consortium as a member of its inaugural class.
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.