Cloud hyperscalers including AWS, Microsoft, Google and Oracle spent nearly $1 billion per day in Q2 2025 on AI infrastructure to meet unprecedented demand, signaling a long-term transformative shift toward AI-powered enterprise.
Federal cloud adoption is getting a huge push with AWS credits, amid broader tech partnerships aiming to overhaul outdated government IT systems.
Oracle and Google Cloud have partnered to bring Gemini AI to Oracle Cloud Infrastructure (OCI), signaling a major shift in tech rivalries and boosting customer value through mult-icloud innovation.
Despite strong revenue growth, AWS’s positioning in its latest earnings call drew scrutiny, especially when comparing its performance to Microsoft and other hyperscalers, whose cloud businesses are accelerating more rapidly.
AWS combats the rising issue of AI-generated misinformation with a robust policy built on formal verification, setting a new industry benchmark for accuracy.
In Q4, Microsoft Azure hit $19B, growing 39% YoY. CEO Satya Nadella cited three drivers: on-prem to cloud migrations, AI workload growth, and rapid scaling of cloud-native e-commerce apps.
Snowflake Ventures and Capital One Ventures invest in Hightouch to drive innovation in agentic AI for personalized marketing, leveraging Snowflake’s Data Cloud with security and governance at its core.
The AI Revolution accelerates as OpenAI selects Oracle over Microsoft for a $100B cloud deal, fueling speculation about the future of AI infrastructure and competitive positioning in the Cloud Wars Top 10.
Satya Nadella touts Microsoft’s Q4 cloud dominance, declaring MSFT #1 and challenging Google, Oracle, and AWS to compete for second place.
IBM’s latest report warns that as AI adoption accelerates, inadequate security and governance are leaving organizations vulnerable to costly breaches, urging businesses to prioritize AI safeguards alongside innovation.
Microsoft, Google Cloud, and Oracle are accelerating cloud growth and capturing more AI-driven business, while AWS lags behind in both pace and market share gains.
Cloud infrastructure deals like ServiceNow’s $4.8 billion pledge underline the sector’s massive financial impact.
Microsoft Cloud now accounts for 61% of total revenue, with Q4 cloud revenue hitting $47.6 billion, up 27% year-over-year.
As AI reshapes tech priorities, talent wars escalate with massive bonuses, layoffs, and a cultural shift toward innovation.
IBM’s $7.5B AI run rate shows how legacy tech companies can innovate and grow through AI.
Siemens and SAP CEOs argue the EU’s AI Act is hindering innovation and urge a new approach to support tech progress.
ServiceNow positions itself as an AI platform, not an app or infrastructure vendor, per McDermott.
Google Cloud’s AI-native infrastructure and enterprise partnerships are fueling its fastest growth rate in years.
SAP posted strong Q2 results with 24% cloud growth, but backlog growth slowed to 22%, down from 28% in Q1, raising questions about market uncertainty, especially in the U.S. public sector.
Microsoft is partnering with Thailand’s Office of the Council of State to modernize the country’s legal system using AI and cloud technology, helping align Thai laws with OECD standards.