Palantir delivered stunning Q4 results, with revenue up 70% and U.S. commercial growth surging 137%, as CEO Alex Karp credited differentiated AI implementation and “magical” frontline outcomes for accelerating enterprise and government adoption.
Rather than selling features, Palantir aims to operationalize AI to drive measurable business outcomes at speed.
AWS is seeing stronger-than-expected growth in non-AI workloads as enterprises accelerate cloud migrations. Jassy says both core infrastructure and AI services are driving demand, requiring rapid capacity expansion across data centers and power infrastructure.
ServiceNow CEO Bill McDermott says AI is “devouring” low-value software vendors as enterprises demand AI embedded directly into workflows. He insists ServiceNow is not SaaS but a platform company positioned to lead the Agentic AI Era.
From natural language assistance to intelligent workflow orchestration, this collaboration signals a major shift toward agentic AI in the enterprise.
Workday cofounder Aneel Bhusri has returned as CEO following Carl Eschenbach’s departure, vowing to lead the company through what he calls its “most pivotal moment” as AI reshapes enterprise software and competitive dynamics.
With a 48% Q4 surge, Google Cloud has overtaken Microsoft Cloud in incremental growth, demonstrating strong AI leadership via innovations like Gemini 3 and a future-ready cloud stack.
Q4 results show Palantir achieving 73% revenue growth without expanding its sales force, thanks to an outcome-based pricing model few rivals can match.
SAP outperformed competitors like Oracle and Salesforce, growing its cloud business by 200% more than some rivals.
SAP’s Q4 results showed powerful cloud momentum, with total cloud backlog up 30% to $88 billion, cloud revenue up 26%, and CEO Christian Klein outlining a five-point growth plan for 2026 and beyond.
The global AI infrastructure build-out is accelerating innovation, jobs, and investment — but its long-term success hinges on how leaders tackle sustainability, energy, and environmental impact.
elevaite365’s AI-powered testing platform reduces time, cost, and risk in Dynamics 365 implementations and upgrades, freeing business users to focus on outcomes.
SAP’s surge to #4 in the Cloud Wars Top 10 reflects breakout growth, a reinvented cloud-first portfolio, and booming customer demand for apps, AI, data, and agents.
Microsoft’s NYC AI Tour keynote explored how businesses can move beyond efficiency to drive creativity and growth through agent-first workflows.
Mike Sicilia shares details on the culture and mindset that has boosted Oracle to the #2 spot on the Cloud Wars Top 10 rankings, as highlighted in this recap.
In dethroning Microsoft, Google Cloud showcases the impact of enterprise-focused AI, security, and ecosystem alignment, with Thomas Kurian’s leadership driving exponential growth.
Google Cloud’s rise to the top reflects disciplined focus on customers, industries, and applied AI across infrastructure, data, security, and agent-based solutions.
The Microsoft CEO urges moving beyond the hype to systemic AI architectures that can scale human ambitions.
Google Cloud is now the top-ranked cloud and AI provider, surpassing Microsoft and Oracle, thanks to bold leadership from CEO Thomas Kurian and a relentless focus on customer success in the AI economy.
Oracle aims to outpace competitors with a platform that makes enterprise data accessible to top AI models like ChatGPT and Gemini.