Monday’s outage impacting several Claude tools was relatively brief, but it highlights the integral role of AI in modern workflows and the need for robust continuity plans.
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Mason Siefert explores how Microsoft is advancing enterprise security from traditional detection to AI-powered investigation and response.
Workday is betting its future growth on blending AI agents with its existing HR and finance platforms, rejecting the notion that large language models alone can replace enterprise software.
Salesforce delivered $41.5B in annual revenue and $11.2B in Q4, with Marc Benioff calling it one of the best performances in software history as AI offerings like Agentforce drive renewed growth momentum.
Salesforce posts 12% Q4 revenue growth and 14% RPO growth, signaling a confident return to high-performance execution.
The label “legacy” no longer fits Oracle, Microsoft, or SAP, each surpassing 50% cloud revenue. Their rapid cloud growth and AI investments demonstrate that experience, scale, and deep enterprise relationships are powerful assets in today’s AI Era.
Legacy expertise in on-prem and cloud is emerging as a decisive advantage for Microsoft, SAP, and Oracle in the expanding AI economy.
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.
With $500 million per day flowing into AWS, Amazon is making the largest infrastructure bet in corporate history to dominate the AI-driven cloud era.
ServiceNow’s message: We’re not in the SaaS neighborhood—we’re building the AI economy’s operating platform.
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.
Amid leadership change and fierce competition, Aneel Bhusri’s return underscores Workday’s need for product-centric vision during a defining shift toward AI-powered enterprise software.
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.
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.
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.
Despite a record-setting $35.6B quarter, AWS slid to #7 in the Cloud Wars as Google, Oracle, and Microsoft gained ground.
AWS posted its best quarter in years, yet still ranks third behind Google Cloud and Microsoft in growth momentum.
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.