Google Cloud’s 46% Q3 backlog growth and Oracle’s 43% outpaced rivals, signaling rapid momentum shifts in the hyperscaler race.
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Google Cloud and Anthropic expand their AI alliance, deploying over one million TPUs to train Claude models. This marks a significant milestone in AI infrastructure and next-gen enterprise solutions.
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.
OpenAI will pay Oracle over $82 million daily starting FY28, cementing the largest tech partnership ever and signaling a major realignment away from Microsoft.
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.
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.
Ajay Patel of IBM outlines how enterprises are shifting from AI experimentation to real-world application, especially in sales, R&D, and operations.
Rob Ashe, Blaine Grzegorek, and John Siefert explore how ISVs provide industry-specific ERP solutions, reduce internal development costs, and enhance scalability.
OpenAI’s new deal with Google Cloud signals a strategic shift to diversify compute capacity and ease growing tensions in its complex partnership with Microsoft.
Workday introduces a centralized approach to managing digital labor with its Agent System of Record, aligning human and AI workflows for enterprise clarity.
ServiceNow CEO taps into similar perspective as Microsoft CEO on the impact that AI agents will have on enterprise apps.
ServiceNow unveils powerful tools to unify AI agents, workflows, and data across platforms at Knowledge25.
With cloud revenue rivaling AWS and Google Cloud combined, Microsoft silences talk of an AI slowdown.
Despite media hype, hyperscalers like AWS, Google Cloud, Oracle, and Microsoft are massively investing in AI and cloud infrastructure, not scaling back.
Alphabet is pouring $75 billion into cloud infrastructure after Google Cloud’s Q1 growth rate slipped, constrained by the company’s struggle to keep pace with surging demand.
Google Cloud’s Q1 growth slowed slightly due to data center capacity limits, but Alphabet is investing $75 billion to expand infrastructure and sustain its leadership in the cloud market.
SAP dominates the enterprise cloud race in Q1, outperforming rivals with rapid growth in cloud and ERP revenue.
Board member and AI leader reveals company has saved 489,000 hours and delivered 11,500% ROI by tapping an AI assistant, whose use is expanding rapidly.