Despite AI hype, most implementations still struggle with basics like data quality, clarity, and stakeholder alignment.
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CEO Sridhar Ramaswamy confirms AI as Snowflake’s growth engine, influencing 50% of new customers and becoming central to 25% of deployments, while Q2 revenue climbs to $1.09B amid rising competition.
Snowflake’s Q2 report shows a 32% jump in revenue and rising AI focus, with 25% of customer use cases AI-driven. Ramaswamy warns of intensifying competition from Databricks, Palantir, and the cloud giants.
Palantir’s Ontology platform powers real-time decision-making for clients like Citibank, Fannie Mae, and Lear, reducing processes from days to seconds.
Workday delivered 14% growth in subscription revenue in Q2, powered by widespread AI adoption across new and existing customers.
Workday reported strong Q2 growth driven by widespread adoption of its AI solutions, expansion into mid-market and government sectors, partner contributions, and new global initiatives.
Salesforce and ServiceNow are each investing $750M in Genesys, strengthening partnerships to deliver AI-powered, orchestrated customer experiences.
Even with $90 billion in Q2 CapEx spending, the major hyperscalers say cloud and AI demand will exceed supply until at least late 2025.
Cloud hyperscalers including AWS, Microsoft, Google and Oracle spent nearly $1 billion per day in Q2 2025 on AI infrastructure to meet unprecedented demand, signaling a long-term transformative shift toward AI-powered enterprise.
Oracle and Google Cloud have partnered to deliver Gemini AI models via OCI, accelerating enterprise adoption of generative AI with seamless access and flexible billing.
Oracle delivers powerful AI-ready features while maintaining compliance with global privacy laws through intelligent data distribution across regions.
Analysts grilled Jassy on AWS’s relative underperformance — and the numbers don’t lie: rivals are catching up fast.
Despite strong revenue growth, AWS’s positioning in its latest earnings call drew scrutiny, especially when comparing its performance to Microsoft and other hyperscalers, whose cloud businesses are accelerating more rapidly.
Google Cloud and Atlassian announce a multi-year partnership to integrate Gemini models and Vertex AI into Jira, Confluence, and Loom, enhancing productivity, security, and AI-powered workflows.
Satya Nadella identified three drivers of Azure’s Q4 growth: on-prem migrations, native app scaling, and AI expansion.
In Q4, Microsoft Azure hit $19B, growing 39% YoY. CEO Satya Nadella cited three drivers: on-prem to cloud migrations, AI workload growth, and rapid scaling of cloud-native e-commerce apps.
OpenAI will pay Oracle over $82 million daily starting FY28, cementing the largest tech partnership ever and signaling a major realignment away from Microsoft.
In sync with OpenAI’s latest LLM release, Microsoft delivers GPT-5 for Copilot, Copilot Studio, and GitHub Copilot, while advancing GPT-5 usage for security use cases.
The AI Revolution accelerates as OpenAI selects Oracle over Microsoft for a $100B cloud deal, fueling speculation about the future of AI infrastructure and competitive positioning in the Cloud Wars Top 10.
Satya Nadella touts Microsoft’s Q4 cloud dominance, declaring MSFT #1 and challenging Google, Oracle, and AWS to compete for second place.