From generative AI to big data/analytics platforms to on-premise clouds, the Cloud Wars Top 10 have served up an innovative set of products to watch in 2024.
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ServiceNow aims to exceed $10 billion in 2024 revenue, driven by high demand for digital-business workflows, generative artificial intelligence tools, and strategic AI investments.
Larry Ellison and Safra Catz of Oracle express confidence in the cloud business, citing robust growth and high demand for Oracle Cloud Infrastructure (OCI) among other factors.
Informatica deepens integration with Azure ecosystem and delivers native capabilities for the Microsoft Fabric platform, extending ties between the two companies.
A look at new guidelines for secure AI system development released by the Cybersecurity Infrastructure and Security Agency and the National Cybersecurity Center in the UK, emphasizing a holistic approach throughout the software development lifecycle.
Oracle’s partnership turns Microsoft into its biggest customer, with a multi-cloud deal, significant investments, and a shared vision for market leadership.
Undergoing a notable shift, Oracle sees Microsoft emerge as a prominent customer in their strategic cloud collaboration.
Andi Gutmans, VP and GM for databases at Google, highlights a surge in customer interest in modernizing their database estates by transitioning from legacy to open-source databases, driven by flexibility and cost benefits.
Teradata’s AI Unlimited for Microsoft Fabric, a serverless AI-ML engine, supports and accelerates cost-effective AI innovation.
Oracle experiences a notable slowdown in its cloud growth rate, dropping to 25% in fiscal-Q2 with $4.8 billion in revenue, signaling a shift from previous quarters’ 30% or higher growth.
While Oracle’s cloud growth rate has come back to earth, executives cite “astronomical” demand for infrastructure and generative AI, and the growth figure is likely to be an aberration.
The Cloud Wars Top 10 companies, with a combined market cap exceeding $7 trillion, have experienced a range of performance in 2023, with CEOs including Microsoft’s Satya Nadella and SAP’s Christian Klein standing out.
Ignite takes the spotlight in this Cloud Wars Minute emphasizing Microsoft’s robust focus on AI. Highlights include partnerships, innovations like Maia and Cobalt chips for Azure data centers, and the expansion of Copilots across diverse applications, showcasing Microsoft’s leadership in infusing AI throughout its product portfolio.
Andi Gutmans, VP and GM for databases, Google, showcases AlloyDB, Google Cloud’s powerful database, revealing its key role in integrating GenAI and overcoming legacy database hurdles.
Oracle’s Larry Ellison and Microsoft’s Satya Nadella join forces to reshape the future of cloud and AI.
Oracle’s Larry Ellison and Microsoft’s Satya Nadella are redefining competition and collaboration norms
At first glance, cybersecurity models among cloud providers may seem like near carbon copies of each other, but a bit of digging can yield some real differences.
Many signs points to the likelihood of Microsoft and Oracle extending their flourishing partnership to the use of Oracle’s Cloud for AI inferencing.
The Microsoft-Oracle partnership that’s shaping the future of AI infrastructure and cloud collaboration may well extend to AI training.
SAP’s Christian Klein and Microsoft’s Satya Nadella are hashing out an expanded data agremeent with wide-ranging implications for customers’ generative AI initiatives.