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.
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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.
The Stargate project, now over 5GW strong, gains speed with Oracle’s massive cloud infrastructure build.
Amazon’s Bedrock AgentCore offers a full suite of tools designed to streamline the creation, deployment, and scaling of AI agents with enterprise-grade support and seamless integration.
Microsoft’s agent and copilot results, including powerful uptake of these AI tools, suggest the strong performance in fiscal 2025 may be just the beginning of what’s to come in 2026.
Microsoft just delivered the greatest quarterly financial results in the history of business — period.
In a powerful real-world application of AI, MyWave is tapping agents for one of the most challenging functions that SAP customers need to manage: moving from on-prem to the cloud.
As AI reshapes tech priorities, talent wars escalate with massive bonuses, layoffs, and a cultural shift toward innovation.
In Q2, IBM showcased how AI is expanding — not replacing — its legacy products, with strong adoption of AI-assisted tools for mainframes.
Tenon and ServiceNow team up to bring agentic AI into enterprise marketing for smarter, unified engagement.
IBM’s $7.5B AI run rate shows how legacy tech companies can innovate and grow through AI.
Bonnie Tinder, CEO of Raven Intelligence, joins Bob Evans to explore how AI is reshaping enterprise consulting — highlighting the fall of traditional models, the rise of nimble firms, and the critical role of transparency in earning client trust.
Siemens and SAP CEOs argue the EU’s AI Act is hindering innovation and urge a new approach to support tech progress.
With record-breaking growth and a visionary message, Bill McDermott positions ServiceNow as the central platform for enterprise AI transformation.
ISV earns innovator designation while tapping AI and the ServiceNow platform to modernize physical security while improving functions such as detection of concerning communications.
Google Cloud’s AI-native infrastructure and enterprise partnerships are fueling its fastest growth rate in years.
SAP’s Q2 cloud revenue rose 24% to $6B, marking a slowdown from past quarters but still outperforming major competitors like Oracle and Salesforce.