Satya Nadella identified three drivers of Azure’s Q4 growth: on-prem migrations, native app scaling, and AI expansion.
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The giant bank outlines an ambitious agenda working with Google Cloud to personalize customer experiences by enabling bankers to sharpen their focus on building relationships.
Satya Nadella broke tradition in Microsoft’s Q4 call, directly comparing Microsoft’s AI and cloud capabilities to AWS, Google, and Oracle, citing unmatched scale, speed, and infrastructure capacity.
Satya Nadella touts Microsoft’s Q4 cloud dominance, declaring MSFT #1 and challenging Google, Oracle, and AWS to compete for second place.
In the second significant update since the company launched the agent interoperability spec in April, the company is making it easier for partners to capitalize on key facts of its development platforms and get agents in front into market.
AWS’s strong Q2 results falter when compared to the accelerated AI-driven growth of Microsoft, Google Cloud, and Oracle.
Cloud infrastructure deals like ServiceNow’s $4.8 billion pledge underline the sector’s massive financial impact.
Microsoft just delivered the greatest quarterly financial results in the history of business — period.
Microsoft Cloud now accounts for 61% of total revenue, with Q4 cloud revenue hitting $47.6 billion, up 27% year-over-year.
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.
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.