My take on how Google Cloud snatched AWS client Major League Baseball (MLB) on the strength of multiple technologies plus YouTube and Ad Manager.
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As impressive as Workday Q1 earnings results are, I found CEO Aneel Bhusri’s commentary on machine learning to be even more compelling.
Larry Ellison’s decision to step away from earnings calls demonstrates confidence in Oracle’s operational leadership and long-term direction.
While Microsoft dominates current cloud revenue, Oracle’s rapidly expanding RPO points to a dramatically different competitive landscape ahead.
Enterprise AI is entering a new phase where trust, governance, and measurable outcomes matter more than experimentation.
SAP is betting that its new Autonomous Suite will help customers transition from traditional ERP systems to AI-powered enterprises built on trust, automation, and business outcomes.
Oracle delivers a blockbuster Q4 with cloud revenue up 47%, OCI soaring 93%, and a staggering $138 billion increase in RPO, signaling unprecedented demand for AI infrastructure and cloud services.
Workday is leveraging its rich employee, finance, and policy data to power AI agents that can act across enterprise workflows.
Oracle and Alphabet are pioneering new approaches to finance massive AI infrastructure expansion, using debt and equity markets to meet unprecedented customer demand for cloud and AI services.
Oracle and Google Cloud are challenging conventional wisdom by using outside funding to support massive AI infrastructure investments driven by unprecedented customer demand.
An exploration of why future agility, rather than future-proofing, is becoming the defining characteristic of successful digital businesses.
ServiceNow is betting its future on being AI-native, with Bill McDermott outlining five hyper-growth markets that could drive long-term expansion and strengthen its leadership position.
Workday’s Developer Agent is helping engineers focus on higher-value initiatives by automating routine development tasks and embedding governance into workflows.
Puri discusses how AI-powered analysis of vast biological databases helps researchers identify patterns, design new therapeutic molecules, and significantly improve experimental success rates in modern pharmaceutical research.
OpenAI’s enterprise business now accounts for 40% of revenue and could reach 50% by year-end, signaling a major shift toward enterprise AI leadership.
AI is dramatically reducing implementation effort, forcing enterprise services firms to rethink staffing, pricing, and customer engagement models.
Copilot Studio’s new visibility and governance capabilities help organizations scale AI automation while preserving security and operational oversight.
Giuseppe Ianni and Nandita Puri discuss how AI is helping connect fragmented biomedical research, reducing years of literature review into months of analysis and creating new opportunities for rare disease treatments.
Google Cloud’s latest security launch combines AI-driven defense with the company’s expanding portfolio of cybersecurity assets.
Agentforce helped Salesforce unlock $42 million in pipeline from previously untouched leads, demonstrating the practical impact of agentic AI.