Oracle’s cloud strategy blends full-stack engineering with aggressive AI and GPU expansion.
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Google Cloud’s 46% Q3 backlog growth and Oracle’s 43% outpaced rivals, signaling rapid momentum shifts in the hyperscaler race.
Oracle and Google Cloud are outpacing AWS and Microsoft in RPO/backlog growth, signaling a shift in cloud market leadership focused on future business commitments rather than past revenue.
Google Cloud is growing significantly faster than Microsoft and AWS, signaling a shift in who’s winning new AI business despite trailing in total revenue.
At Oracle’s AI World event in Las Vegas, Executive VP Juan Loaiza discusses why databases are more important than ever, because AI is making data accessible in new ways, enabling business users to interact via natural language rather than traditional SQL.
Microsoft Azure’s Q3 share slips as Google Cloud gains momentum in new customer acquisition and market performance.
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.
Microsoft has launched new no-code AI agents in 365 Copilot, enabling business users to easily build apps and automate workflows using natural language.
Despite Oracle’s AI infrastructure play, SAP stays the course with a strong software-first AI strategy, avoiding multibillion-dollar CapEx.
Oracle NetSuite’s next evolution brings agentic intelligence to everyday business operations.
SAP CEO Christian Klein reaffirms SAP’s strategy to focus on AI, business data, and customer outcomes — rejecting hyperscaler ambitions and outpacing Oracle in cloud growth.
Emerging Microsoft AI agents for ERP systems automate core financial processes — such as reconciliation, variance analysis, and reporting — within Dynamics 365 to streamline the record-to-report (R2R) cycle and enhance audit readiness.
AI succeeds when it solves real problems for employees and customers alike.
Mico reacts visually and conversationally in Copilot’s new release, elevating user engagement with adaptive tone and personality.
ServiceNow’s Amit Zavery explains how the new AI Experience unifies fragmented enterprise systems into a single, trusted workflow platform that automates work, reduces tech debt, and delivers measurable business outcomes.
SAP’s focus on evolving its cloud ERP and Business Data Cloud platforms is paying off with dramatic Q3 gains.
Agentforce by Salesforce transforms ITSM with agent-first, conversation-driven support integrated directly into Slack, Teams, and other portals.
The AWS outage this week could have a devastating impact on Amazon, as it’s already falling behind competitors.
At the 2025 Community Summit North America Women in Tech Luncheon, inspiring speakers shared stories of courage, connection, and leadership — showing how women across the Microsoft ecosystem are building bridges, businesses, and belief in themselves and each other.
Day three of Community Summit NA 2025 highlights AI transforming Microsoft business apps, boosting accessibility, efficiency, and customer experiences.