Microsoft is joining Google Cloud and SAP in offering a new generation of AI-powered industry-specific solutions.
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Adobe CEO Shantanu Narayen continues to back the company’s Digital Experience enterprise business despite minimal growth.
On the Cloud Wars Live podcast, Tony Uphoff and I talk about the gift of speed and how technology is making companies much more agile.
My rationale for giving credence to Larry Ellison’s claim—and, more important, his belief—that Oracle can rise to the top of the IaaS market.
Novartis and Microsoft created an AI Innovation Lab with the audacious goal of shattering the barriers of pharmaceutical clinical trials.
Oracle CEO Safra Catz indicates more and more of Oracle’s huge global customers are moving their database workloads to the Oracle Cloud.
Stream the Cloud Wars Live podcast to hear Wayne Sadin’s suggestions for CIOs to drive their company’s speed, flexibility and innovation.
Chairman Larry Ellison makes the case that when it comes to Oracle Cloud, the big dog is OCI—Oracle Cloud Infrastructure.
Guest author Jiri Kram explores the much-anticipated Snowflake IPO and the parts to be played by investors Salesforce and Warren Buffett.
SAP is conceding the broad mainstream CRM market to Salesforce and will pursue only certain specific, ‘focused’ segments.
SAP CFO Luka Mucic continues to shoot down claims made by Larry Ellison that a huge SAP ERP customer was on the verge of defecting to Oracle.
Seven months ago Snowflake CEO Frank Slootman said the cloud represents the biggest and most-dynamic market the industry has ever seen.
Later this week when Oracle releases its fiscal-Q1 numbers, I expect Larry Ellison to use the earnings call to accomplish 3 objectives.
Guest author Jiri Kram explores the huge potential of Salesforce, and what if anything might stop it from becoming a trillion-dollar company.
The co-CEO model might be out at fellow cloud powerhouses, but Workday just revived the unconventional management structure.
The Salesforce Q2 earnings call with Marc Benioff was the most compelling and insightful such event that I’ve ever heard. By a long shot.
On the Cloud Wars Live podcast, Sean Ammrati and I walk through a few less-than-normal developments, including Oracle going after TikTok.
Taking a closer look at key statements Marc Benioff made about Tableau and its potential during the recent Salesforce Q2 earnings call.
In announcing Q2 growth and earnings last week, Workday execs did not specifically mention Oracle and SAP, but the subtext was clear.
Following its release of quarterly results, cloud leader Salesforce’s shares shot up by 25%, giving it a market cap of almost $250 billion.