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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

AI vs AI: Google’s Push Toward Autonomous Cyber Defense

By Kieron AllenSeptember 18, 2026

Google’s Fairwind Program combines CodeMender with Gemini-powered cybersecurity AI to help 650+ trusted organizations discover vulnerabilities, generate verified patches, and automate security remediation.

AI and Copilots

Cowork and Copilot Studio Extend Reach Into Building Full-Stack AI Applications

By Tom SmithSeptember 18, 2026

New functions can support apps that combine Dynamics 365 apps with business context from WorkIQ for complete experiences, Microsoft partners say.

Cloud Wars AI Minute

AI Infrastructure Spending Hits $2.59 Trillion as Hardware Costs Reshape the Market

By Dewain RobinsonSeptember 18, 2026

AI infrastructure spending is surging to $2.59 trillion, but rising compute and memory costs are putting pressure on cash flow and forcing hyperscalers to rethink AI investment.

Cloud Wars Minute

Microsoft Brings GPT-6 Astra to Foundry With Enterprise Controls for Agentic AI

By Kieron AllenSeptember 18, 2026

Microsoft is bringing OpenAI’s GPT-6 Astra to Foundry, combining advanced agentic capabilities with enterprise security, compliance, governance, and identity controls.

AI and Copilots

Oracle Unmatched in Explaining How Apps and Agents Work Together

By Bob EvansSeptember 17, 2026

During Oracle’s Q1 earnings call, CEO Mike Sicilia’s comments provided great clarity to help customers better understand the interplay between apps and agents.

Cloud Wars AI Minute

AI CapEx Spending Is Outpacing Cash Flow as Hyperscaler Investment Surges

By Dewain RobinsonSeptember 17, 2026

AI infrastructure spending is reaching unprecedented levels, but rising CapEx is beginning to outpace cash flow, raising questions about how hyperscalers will fund continued AI investment.

Cloud Wars Minute

Oracle CEO Sicilia Hammers Home “Fusion” of Apps + Agentic AI

By Bob EvansSeptember 17, 2026

Oracle has been clear in defining where apps end and agents end, with CEO Mike Sicilia driving it home in comments in the Q1 earnings call.

AI and Copilots

AI Developer Economics: GitHub Delivers Multi-Model Orchestration at Runtime

By Tom SmithSeptember 16, 2026

‘Project HydraFusion’ evaluates each request and chooses the least complex workflow required, using additional model calls only when it anticipates a better result.

Cloud Wars AI Minute

AI Model Fatigue Is Emerging as Releases Outpace Enterprise Adoption

By Dewain RobinsonSeptember 16, 2026

AI model releases are accelerating faster than buyers can adopt them, creating model fatigue and increasing pressure for deeper integration and value.

Cloud Wars Minute

Why OpenAI’s New AI Shutdown Capabilities Could Shape Regulation

By Kieron AllenSeptember 16, 2026

OpenAI is reportedly developing automated AI shutdown capabilities as proposed U.S. legislation seeks government power to halt models that threaten human life or the economy.

Cloud

For Oracle’s Booming AI and Cloud Business, Best Is Yet to Come

By Bob EvansSeptember 15, 2026

Oracle has become the second-fastest growing hyperscaler, with Q1 revenue and growth rates making a major jump.

Cloud Wars Minute

Big Question for Oracle Cloud + AI Business: How High Can It Go?

By Bob EvansSeptember 15, 2026

Oracle’s Q1 cloud revenue and OCI growth rate have jumped this quarter. How can its business model innovation propel the company to rise even higher?

AI and Copilots

Microsoft’s Responsible AI Playbook: 5 Trends Every Business Should Watch

By Kieron AllenSeptember 14, 2026

As AI becomes more powerful and autonomous, Microsoft is expanding its responsible AI approach with stronger access controls, agent monitoring, telemetry, memory management and safeguards designed to address increasingly complex interactions between models, tools, data and users.

Cloud Wars Minute

OpenAI, Cursor, SpaceX, and the Growing Importance of Trust in AI

By Kieron AllenSeptember 14, 2026

OpenAI’s decision to wind down its Cursor contract highlights how trust between technology providers is becoming increasingly critical as the AI ecosystem grows more interconnected.

Cloud

Oracle Q1 Cloud Infrastructure Soars 121%, RPO up 46% to $664 Billion

By Bob EvansSeptember 11, 2026

Despite questions about Oracle’s ability to fund massive AI infrastructure investments, its booming cloud revenue, extraordinary backlog, and accelerating growth guidance suggest customers are making huge long-term commitments to Oracle’s AI and cloud platforms.

Cloud Wars Minute

Oracle Q1 Blowout

By Bob EvansSeptember 11, 2026

Oracle delivers a blowout Q1 as cloud infrastructure revenue surges 121% and its $664 billion RPO nearly matches Microsoft’s massive backlog.

Innovation & Leadership

Google Cloud’s 4-Point Plan for Industry-Specific Success with Gemini Enterprise for Industries

By Bob EvansSeptember 10, 2026

Google Cloud CEO Thomas Kurian says general-purpose AI alone cannot meet complex industry requirements, prompting the company to surround Gemini Enterprise with specialized skills, trusted data connections, agentic workflows, governance, and partner solutions.

Cloud Wars Minute

Google Cloud Goes Industry-Specific With Gemini Enterprise: Skills + Data + Agents + Partners

By Bob EvansSeptember 10, 2026

Google Cloud is taking Gemini Enterprise deep into vertical industries, beginning with financial services and legal and combining skills, data, agents, and partners into one AI system.

AI and Copilots

HSO’s Kelly Holwagner on Summit NA 2026: Attendee Value, 2026 Programming, Company Presence

By John SiefertSeptember 9, 2026

In this discussion, John Siefert, CEO, Dynamic Communities & Cloud Wars, is joined by Kelly Holwagner, Executive Vice President, HSO. The two…

AI and Copilots

AI in Healthcare: OpenAI Connects Clinicians to Patient Medical Records Inside ChatGPT

By Tom SmithSeptember 9, 2026

Instead of searching across laboratory results, medications, and specialist documentation, clinicians can prompt Epic and receive required information inside ChatGPT using new OpenAI connector.

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AI Copilot Podcast

AI Agent & Copilot Podcast: John Siefert and Cedric Wells Discuss AI Leadership, Vibe Coding, and Governance

2 months ago
AI is dramatically accelerating software development, but Cedric Wells argues that organizations must balance rapid innovation with architecture, security, governance, and quality assurance to safely move AI-generated solutions into production.
Read More »

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