Oracle’s blowout RPO numbers hint at massive contract-to-revenue transitions.
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Are we witnessing the rise of a new cloud leader? Oracle’s recent performance suggests it could dethrone Google Cloud in growth rankings.
Oracle and OpenAI’s Stargate project signals a massive shift in AI infrastructure, partnerships, and global tech competition.
Google reveals its bold vision for Gemini as a universal AI assistant capable of planning and simulating real-world experiences.
SAP leaders argue that agentic AI will enhance — rather than replace — enterprise applications by integrating seamlessly with data and AI capabilities.
At SAP Sapphire, SAP counters the “apps collapse” narrative by asserting that AI agents will enhance enterprise applications.
Oracle and IBM deepen their partnership to bring watsonx to Oracle Cloud Infrastructure, accelerating enterprise adoption of agentic AI and hybrid cloud solutions.
Microsoft partners with AI software provider Gong to deliver the latter’s sales intelligence directly into customers’ software ecosystem for higher sales performance.
With momentum on its side, SAP now faces the harder task: proving at Sapphire that it can turn innovation into lasting leadership.
At SAP Sapphire, the company is expected to address five critical issues, including AI’s role in applications, data strategy, and hyperscaler trends, which will determine whether it can sustain its lead as the world’s fastest-growing enterprise software vendor.
Under Arvind Krishna’s leadership, IBM has reinvented itself as a global tech powerhouse by doubling market cap, leading in AI and quantum computing, and committing $150 billion to U.S. innovation and manufacturing.
Data.world acquisition, partnerships with key enteprise software players, and wide range of new AI agents enhance the company’s objective to be the core enterprise software platform.
IBM, under CEO Arvind Krishna, has transformed from a struggling giant into a global tech powerhouse by streamlining operations, refocusing on hybrid cloud and AI, and committing $150 billion to U.S.-based R&D and advanced manufacturing, including mainframes and quantum computing.
ServiceNow aims to redefine CRM with agentic AI and enterprise-wide integration, as shared during Knowledge25.
ServiceNow CEO Bill McDermott warns of outdated software, urging leaders to embrace agentic AI and transformative platforms to survive and thrive.
At Knowledge25, ServiceNow introduced new tools to connect, govern, and scale AI agents across any cloud, workflow, or data environment.
Despite Microsoft’s dominance in current cloud revenue, Oracle’s 63% RPO growth signals a potential reshaping of the Cloud Wars power dynamic.
Oracle, Microsoft, AWS, and Google reveal surprising shifts in cloud leadership through RPO and backlog growth figures.
With cloud revenue rivaling AWS and Google Cloud combined, Microsoft silences talk of an AI slowdown.
Microsoft’s blowout Q3 results and $315B in future cloud business crush AI slowdown fears and expose the absurdity of recent data center panic.