The Stargate project, now over 5GW strong, gains speed with Oracle’s massive cloud infrastructure build.
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Cloud infrastructure deals like ServiceNow’s $4.8 billion pledge underline the sector’s massive financial impact.
IBM Power11 redefines enterprise computing with AI-optimized performance, hybrid flexibility, and unmatched reliability.
Enterprise apps and AI software giant endorses AI standard, adding momentum and simplifying access to dominant database platform.
Google Cloud’s AI-native infrastructure and enterprise partnerships are fueling its fastest growth rate in years.
SAP is projected to post 27% Q2 cloud revenue growth and a 29% rise in backlog, driven by AI adoption and a strong ecosystem strategy, outpacing rivals like Oracle and Microsoft.
Oracle and AWS are turning rivalry into results with Oracle Database@AWS now generally available.
Veteran tech giants prove resilience and innovation still win, matching the market power of cloud-native disruptors.
Despite their age, legacy companies like Microsoft, Oracle, SAP, and IBM match the market value of newer cloud-native leaders, proving the power of incumbency in the cloud and AI era.
The Cloud Wars Top 10 have surged past a $10 trillion market cap, reflecting unprecedented business confidence in the AI- and cloud-powered future.
This cumulative market cap total of $10 trillion reflects the confidence business leaders have in the Cloud Wars Top 10 companies.
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.
With CEOs leading the charge, AI is redefining how businesses function across all sectors, and Oracle’s market surge is just the beginning of a seismic economic shift.
Market perceptions are shifting, valuing those who leverage AI effectively, with Oracle leading by example.
During the Oracle Q4 earnings call, Larry Ellison outlined how Oracle will be the leading company for cloud apps, infrastructure, and more.
Rabbit’s CEO explains why cloud isn’t inherently too expensive — it’s just not optimized, and that’s a solvable problem.
Once doubted, Oracle’s cloud strategy pays off big as it reports a 41% RPO surge and forecasts FY26 cloud growth over 40%, led by relentless AI infrastructure demand.
Oracle’s Q4 results stunned the market, with Safra Catz projecting $35B in cloud revenue and 100% RPO growth in FY26.
Oracle is charging into hypergrowth, aiming for 40% cloud revenue growth and 100% RPO surge in FY26.
Sam Altman and Larry Ellison, joined by Softbank’s Masayoshi Son, are upending the AI industry with Project Stargate.