Recent decisions by major cloud providers to drop data egress fees signifies a significant shift in industry dynamics, driven by pressure from the highly influential Larry Ellison and evolving customer demands.
Oracle has made some impressive strides in the AI and cloud infrastructure realm, positioning it as a major disruptive force in the hyperscaler category.
With a copilot for finance use cases, Microsoft aims to apply GenAI to tedious, repetitive finance tasks and helps workers focus on higher value functions.
Oracle’s Q3 results reveal both challenges in meeting cloud infrastructure demand and ongoing success in securing large deals.
Insights into Oracle’s fiscal Q3 results, which are likely to reveal remarkable growth for Oracle Cloud Infrastructure (OCI).
Roughly three quarters of energy and utility CEOs surveyed say they are implementing or exploring AI in their operations, IBM research finds.
Snowflake’s Frank Slootman steps aside as CEO and the company appoints new CEO Sridhar Ramaswamy at a pivotal moment, with the importance of AI increasing rapidly.
Google announces its new family of lightweight open models, Gemma, as well as a push for responsible GenAI use.
Salesforce is making a strategic shift towards prioritizing higher margins over growth, which entails a new focus on its identity as a data company and addressing challenges in synergy among its legacy clouds.
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.