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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.
Consulting firm expands suite of products and services designed to helped customers build, deploy, and manage AI agents across multivendor systems.
Analysts grilled Jassy on AWS’s relative underperformance — and the numbers don’t lie: rivals are catching up fast.
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.
With two separate initiatives, Microsoft is bolstering its Defender platform with agentic AI to help security and ops teams combat two high-volume threats that can overwhelm humans.
ServiceNow’s single architecture allows Tenon to integrate marketing automation seamlessly, offering consistent workflows and shared data for all front office teams.
New research from Microsoft analyzes 200,000 Copilot user conversations to rank jobs by their AI susceptibility. Find out which roles are most likely to be enhanced — or disrupted — by GenAI.
The giant bank outlines an ambitious agenda working with Google Cloud to personalize customer experiences by enabling bankers to sharpen their focus on building relationships.
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.
Oracle’s Kris Rice discusses how the company is accelerating AI innovation through the new MCP server, integrating LLMs with enterprise data, and enhancing developer experience across multi-cloud environments.
In the second significant update since the company launched the agent interoperability spec in April, the company is making it easier for partners to capitalize on key facts of its development platforms and get agents in front into market.
IBM’s latest report warns that as AI adoption accelerates, inadequate security and governance are leaving organizations vulnerable to costly breaches, urging businesses to prioritize AI safeguards alongside innovation.
AWS’s strong Q2 results falter when compared to the accelerated AI-driven growth of Microsoft, Google Cloud, and Oracle.
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.