Business leaders shouldn’t abandon SaaS in favor of AI agents; the strategic question is how they work together.
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Benioff’s pivot to AI and data aims to rejuvenate Salesforce growth and disrupt traditional SaaS boundaries.
Agentic AI is driving ServiceNow and Salesforce to expand beyond their traditional domains of ITSM and CRM.
CEO of Microsoft AI Mustafa Suleyman warns that believing AI is conscious could lead to mental health risks and misguided calls for AI rights.
Google’s energy-efficient AI models offer hope and direction for the future of compute.
Despite AI hype, most implementations still struggle with basics like data quality, clarity, and stakeholder alignment.
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.