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    • AI and CopilotsWelcome to the Acceleration Economy AI Index, a weekly segment where we cover the most important recent news in AI innovation, funding, and solutions in under 10 minutes. Our goal is to get you up to speed – the same speed AI innovation is taking place nowadays – and prepare you for that upcoming customer call, board meeting, or conversation with your colleague.
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Innovation & Leadership

Tony Uphoff-Circle

Tony Uphoff

Cloud Wars Innovation & Leadership Channel

Welcome to the Cloud Wars Innovation & Leadership Channel, where we deliver analysis and insights from the top executives, leaders, and innovators driving business model innovation and growth in the Cloud Wars AI era. Our real-world analyses, quick-hit videos, roundtable discussions, and in-depth reports are created by analysts with deep experience in breaking down the drivers of growth and innovation in the tech industry. Our goal: to help you accelerate your business.
AI and Copilots

Palantir Q4 Growth Explodes to 70%, US Commercial Leads with 137% Surge

By Bob EvansFebruary 3, 2026

Q4 results show Palantir achieving 73% revenue growth without expanding its sales force, thanks to an outcome-based pricing model few rivals can match.

Innovation & Leadership

Christian Klein Bets SAP’s Future on AI and Data with 5-Point Growth Plan

By Bob EvansFebruary 2, 2026

SAP outperformed competitors like Oracle and Salesforce, growing its cloud business by 200% more than some rivals.

Cloud Wars Minute

Propelled by Strong Q4, SAP CEO Klein Lays Out 5-Point Growth Plan

By Bob EvansFebruary 2, 2026

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.

Innovation & Leadership

AI’s Infrastructure Boom: Opportunity, Responsibility, and the Race for Sustainable Scale

By Kieron AllenJanuary 30, 2026

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.

AI and Copilots

AI-Enhanced Test Automation Raises Productivity and Unlocks Innovation

By Tom SmithJanuary 29, 2026

elevaite365’s AI-powered testing platform reduces time, cost, and risk in Dynamics 365 implementations and upgrades, freeing business users to focus on outcomes.

Cloud

SAP Jumps to #4 on Cloud Wars Top 10 by Outgrowing Competitors by Up To 200%

By Bob EvansJanuary 26, 2026

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.

Innovation & Leadership

Becoming Frontier at Microsoft AI Tour NYC: Inside the Agent-First Enterprise

By Maya RockJanuary 22, 2026

Microsoft’s NYC AI Tour keynote explored how businesses can move beyond efficiency to drive creativity and growth through agent-first workflows.

Cloud

Oracle CEO Mike Sicilia on Massive AI Opportunity: ‘We Are Custodians of the Data’

By Bob EvansJanuary 20, 2026

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.

Innovation & Leadership

CEO Thomas Kurian on Google Cloud Ascent to #1: ‘Understand the Customer’

By Bob EvansJanuary 15, 2026

In dethroning Microsoft, Google Cloud showcases the impact of enterprise-focused AI, security, and ecosystem alignment, with Thomas Kurian’s leadership driving exponential growth.

Innovation & Leadership

Thomas Kurian Explains the Discipline Behind Google Cloud’s Growth

By Bob EvansJanuary 15, 2026

Google Cloud’s rise to the top reflects disciplined focus on customers, industries, and applied AI across infrastructure, data, security, and agent-based solutions.

Cloud Wars Minute

Satya Nadella Outlines the Next Chapter in AI: Real-World Systems

By Kieron AllenJanuary 14, 2026

The Microsoft CEO urges moving beyond the hype to systemic AI architectures that can scale human ambitions.

Innovation & Leadership

Google Cloud Surges to #1 on Cloud Wars Top 10; Oracle Jumps to #2, Microsoft Slides to #3

By Bob EvansJanuary 12, 2026

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.

Innovation & Leadership

Larry Ellison’s 2026 Target: Largest and Fastest-Growing Markets in History

By Bob EvansJanuary 6, 2026

Oracle aims to outpace competitors with a platform that makes enterprise data accessible to top AI models like ChatGPT and Gemini.

Cloud Wars Minute

Larry Ellison: Oracle’s Grand AI Plan for 2026

By Bob EvansJanuary 6, 2026

Oracle is merging its legacy databases, apps, and infrastructure into an all-inclusive AI stack to dominate the fast-growing AI economy, according to Larry Ellison’s recent earnings call.

Innovation & Leadership

Microsoft CTO: Five Practical Ways Leaders Can Turn the AI Revolution into Real Business Value

By Kieron AllenJanuary 5, 2026

Microsoft’s CTO advises leveraging both open and closed AI models to build practical, value-driven solutions.

Cloud Wars Minute

Google Cloud CTO Will Grannis Reveals the ‘Big Unlock’ for AI

By Bob EvansDecember 11, 2025

Google Cloud CTO Will Grannis urges enterprises to reverse-engineer AI strategies around customer needs, not technology, for deeper transformation.

Innovation & Leadership

Palantir Puts Bullseye on ServiceNow re AI Platform Supremacy

By Bob EvansDecember 9, 2025

Palantir is directly challenging ServiceNow’s claim as the premier AI platform, citing faster growth, greater deal volume, and more impactful AI delivery.

Innovation & Leadership

Marc Benioff and AI Reignite Salesforce’s Once-Legendary Superpower

By Bob EvansDecember 8, 2025

CEO Marc Benioff showcased a growth mindset during the recent Salesforce Q3 earnings call, as he emphasized growth as his top priority.

Innovation & Leadership

The Palantir Effect: AI Customer Boosts Spending 8X after 5 Months

By Bob EvansDecember 4, 2025

Palantir’s AI momentum is being driven by CEOs eager to scale beyond pilots to full enterprise transformations.

Innovation & Leadership

Palantir Unleashing AI Disruption with Incredible Q3 Numbers and CEO Vision

By Bob EvansNovember 6, 2025

Palantir’s Q3 results redefine hypergrowth, and CEO Alexander Karp’s scathing industry commentary redefines candor.

1 2 3 … 92 Next

Featured Story

Dorit Zilbershot of ServiceNow Outlines Agentic AI Opportunities, Business Transformations

12 months ago
ServiceNow AI exec joins Cloud Wars analysts for a discussion on agentic AI-driven business transformation and customer benefits from the company's ecosystem approach to creating and orchestrating agents.
Read More »

Tomorrow Matters Right Now

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