Google Cloud’s explosive Q2 growth in revenue, backlog, and AI momentum positions it as a serious contender to challenge Microsoft’s long-standing dominance in the Cloud Wars.
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SAP’s Q2 cloud revenue rose 24% to $6B, marking a slowdown from past quarters but still outperforming major competitors like Oracle and Salesforce.
SAP posted strong Q2 results with 24% cloud growth, but backlog growth slowed to 22%, down from 28% in Q1, raising questions about market uncertainty, especially in the U.S. public sector.
A landmark partnership between Google Cloud and the UK government aims to modernize public services and train 100,000 civil servants in AI and tech by 2030.
Strong customer demand and record backlog numbers make SAP a top cloud performer, projecting continued double-digit growth.
SAP is projected to post 27% Q2 cloud revenue growth and a 29% rise in backlog, driven by AI adoption and a strong ecosystem strategy, outpacing rivals like Oracle and Microsoft.
Oracle claims unmatched cloud capabilities—Google Cloud pushes back in a major way. The hyperscaler debate heats up as customers seek clarity on what really matters.
SAP and JA Worldwide are launching a global initiative to prepare youth for the evolving AI-driven workplace with mentoring and immersive learning.
With the latest wave of Copilot features, Microsoft enhances AI functionality for Outlook, mobile users, and Mac installed base.
Oracle and AWS are turning rivalry into results with Oracle Database@AWS now generally available.
The Oracle-AWS partnership represents a massive shift from competition to cooperation, benefiting customers with innovation and speed.
ServiceNow and Nicus are helping enterprises align financial and IT data to optimize cloud and AI spending.
Veteran tech giants prove resilience and innovation still win, matching the market power of cloud-native disruptors.
Despite their age, legacy companies like Microsoft, Oracle, SAP, and IBM match the market value of newer cloud-native leaders, proving the power of incumbency in the cloud and AI era.
The Cloud Wars Top 10 have surged past a $10 trillion market cap, reflecting unprecedented business confidence in the AI- and cloud-powered future.
This cumulative market cap total of $10 trillion reflects the confidence business leaders have in the Cloud Wars Top 10 companies.
Slack’s new API terms restrict bulk data exports and LLM training. Learn how the real-time search API impacts developers, AI use, and app distribution.
Rob Ashe, Blaine Grzegorek, and John Siefert explore how ISVs provide industry-specific ERP solutions, reduce internal development costs, and enhance scalability.
The latest Cloud Wars update reveals strong growth across major cloud providers, with shifting dynamics that signal an increasingly competitive and evolving market.
A wide range of functions in Copilot Control System and related products give admins as well as business leaders strong controls over Copilots, agents, and data.