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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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AI and Copilots

Toni Witt-Circle

Toni Witt

AI and Copilots

Welcome to the AI and Copilots channel, with timely analysis of AI innovation from the top cloud and AI firms, customer use cases, and partnerships that are driving AI/copilot innovation.
AI and Copilots

As AI Becomes Agentic, Microsoft Bets on Premium Content with Publisher Marketplace

By Kieron AllenFebruary 13, 2026

The Publisher Content Marketplace aims to solve both monetization and credibility challenges in AI by enabling structured licensing agreements between publishers and AI developers.

Cloud Wars Minute

AWS and NTT DATA Announce Multi-Year AI and Cloud Transformation Partnership

By Kieron AllenFebruary 13, 2026

By combining AWS AI capabilities with NTT DATA’s delivery scale, the partnership accelerates legacy modernization and responsible AI adoption in highly regulated sectors worldwide.

AI and Copilots

AI Boom: $1.63 Trillion Backlog for Microsoft, Oracle, AWS, Google Cloud

By Bob EvansFebruary 12, 2026

Hyperscalers are facing soaring AI demand, with Microsoft, Oracle, AWS, and Google Cloud reporting a massive $1.63 trillion backlog in contracted business not yet recognized as revenue.

Cloud Wars Minute

Hyperscalers’ Backlog Hits $1.63 Trillion, Spurring $645B in 2026 CapEx

By Bob EvansFebruary 12, 2026

The hyperscalers’ record-breaking CapEx surge reflects real AI demand, not a bubble, as backlog growth across the Cloud Wars Top 10 hits historic highs.

AI and Copilots

How Truvio Is Uniting ISVs, AI, and Expertise for Dynamics 365

By John SiefertFebruary 11, 2026

Truvio leaders Joakim Alm and Aynsley Keller describe the launch of the new brand and what the impact will be for customers and partners.

Copilot Podcast

AI Agent & Copilot Podcast: TMC CEO Jen Harris on Building the Partner of the Future

By John SiefertFebruary 11, 2026

Jen Harris and John Siefert examine the shift from centers of excellence to centers of value, as AI agents automate reactive work and push humans toward more creative, proactive roles.

Cloud

Hyperscaler Q4 Upheaval: Microsoft Thumped by Google Cloud, AWS on Key Growth Metric

By Bob EvansFebruary 10, 2026

Google Cloud and AWS surpassed Microsoft in Q4 cloud revenue growth, signaling a shift in customer preference and prompting a downgrade of Microsoft to #3 in the Cloud Wars Top 10.

AI and Copilots

Six Capabilities Enterprises Need to Scale Agentic AI in 2026

By Kieron AllenFebruary 10, 2026

Discover six key trends for scaling agentic AI in organizations, from end-to-end workflows and system integration to governance, model flexibility, and productivity gains.

Cloud Wars Minute

Microsoft Misses: Beaten by Google, AWS in Key Q4 Metric Growth

By Bob EvansFebruary 10, 2026

Google Cloud’s explosive Q4 growth surpassed Microsoft in incremental revenue, signaling a major shift in customer cloud spending and reshaping the Cloud Wars Top 10 rankings.

Cloud

AWS, Despite Strong Q4, Still Getting Scorched by Google Cloud, Outmuscled by Microsoft

By Bob EvansFebruary 9, 2026

Despite a record-setting $35.6B quarter, AWS slid to #7 in the Cloud Wars as Google, Oracle, and Microsoft gained ground.

AI and Copilots

Marketing Enters Agentic Era: Why AEO and GEO Are the New Front Line, Microsoft Study

By Kieron AllenFebruary 6, 2026

AI tools like ChatGPT and Copilot are making SEO obsolete. Microsoft’s guide introduces AEO and GEO as the next evolution in digital discovery, built on clarity, trust, and machine-readable content.

AI and Copilots

Security Leaders Ramp Up Agentic Use Cases – While Protecting Against Shadow AI

By Tom SmithFebruary 6, 2026

Microsoft research finds more than 80% of security leaders say they’ll use GenAI in data security, and they’re building a series of agentic AI use cases to protect against rogue AI risks.

Cloud Wars Minute

Salesforce Takes On Agent Sprawl With MuleSoft Agent Fabric

By Kieron AllenFebruary 6, 2026

With AI agents multiplying rapidly, Salesforce positions MuleSoft Agent Fabric as a critical defense against shadow AI and wasted investment.

Innovation & Leadership

Google Cloud Q4 Shocker: Beats Microsoft on Incremental Cloud Revenue for First Time!

By Bob EvansFebruary 5, 2026

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.

AI and Copilots

AI Agent and Copilot Podcast: Okta Exec Explains How Protocol Update Strengthens MCP Security

By Tom SmithFebruary 5, 2026

Cross App Access, being added as a core part of the MCP specification, allows centralized management of user entitlements, closing a gap that currently exists with some MCP servers.

AI and Copilots

From AI Anxiety to AI Literacy: Redefining Responsible GenAI in Higher Education

By Kieron AllenFebruary 4, 2026

Microsoft’s partnership with the University of Manchester brings Copilot access and training to 65,000 users, establishing a new model for integrating AI into higher education responsibly and equitably.

AI and Copilots

AI Agent & Copilot Podcast: Dona Sarkar of Microsoft on Moving AI Agents from Experimentation to Production

By John SiefertFebruary 4, 2026

A practical conversation on enterprise AI adoption that focuses on governance, collaboration, and learning from failure rather than chasing hype or replacing human interaction.

Cloud Wars Minute

Microsoft Brings Copilot Studio Agents Directly Into Visual Studio Code

By Kieron AllenFebruary 4, 2026

The Copilot Studio extension integrates seamlessly into VS Code, bringing AI agent development into developers’ existing workflows.

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.

AI and Copilots

AI Agent and Copilot Podcast: Healthcare Leader Embraces Vibe Coding, Production AI Focus at Microsoft AI Tour

By Tom SmithFebruary 3, 2026

Paul Swider of RealActivity said demos highlighting Microsoft’s work with NVIDIA gave important insight into AI agent and product development opportunities.

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AI Copilot Podcast

AI Agent & Copilot Podcast: TMC CEO Jen Harris on Building the Partner of the Future

4 days ago
Jen Harris and John Siefert examine the shift from centers of excellence to centers of value, as AI agents automate reactive work and push humans toward more creative, proactive roles.
Read More »

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