Google Cloud posted impressive 30% Q4 growth but faced a slowdown from the previous quarter.
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Google Cloud’s growth slows slightly in Q4, but remains strong, with new customer acquisition and major deals helping drive continued success despite challenges.
A discussion about the potential impact of DeepSeek in the AI market, its cost-efficiency, and how top tech companies like Microsoft, Oracle, and IBM are responding to it.
Despite DeepSeek’s debut triggering a major AI stock selloff, Oracle and Microsoft view its leaner AI model as a positive force accelerating industry innovation.
CEOs praised DeepSeek for challenging the AI industry’s reliance on massive infrastructure, noting that such competition drives innovation and benefits customers.
SAP’s Q4 and full-year 2024 results showcase remarkable growth, with cloud ERP revenue up 35%, a 43% increase in cloud backlog, and cloud now accounting for 50% of total revenue.
Bonnie Tinder explores how AI is transforming the enterprise software landscape, focusing on Oracle, Workday, and SAP’s strategies to integrate AI for business growth and innovation.
Microsoft and Oracle’s diverging AI strategies — standalone agents vs. integrated solutions— set the stage for transformative “Agent Wars” in enterprise technology.
Oracle Executive Vice President Steve Miranda discusses the integration of AI agents into business applications and their transformative impact.
Oracle and Microsoft are taking vastly different approaches to AI agents, with Oracle sees agents as bound to its applications, while Microsoft views agents as separate and changing the role of apps.
Oracle exec takes aim at Biden Administration’s proposed AI regulations as overreaching, unrealistic, and poised to give the upper hand to other nations including China.
The SAP-IBM collaboration accelerates cloud adoption for Power-based ERP users, combining AI optimization, hyperscaler infrastructure, and migration incentives.
Google Cloud CEO Thomas Kurian explores how the intersection of AI and cloud is transforming industries.
IBM and SAP are teaming up to help 10,000 on-prem SAP ERP customers transition to the cloud using IBM Power Virtual Server, creating a significant financial opportunity and simplifying the migration process.
Oracle is driving the AI and cloud revolution, empowering businesses to modernize workflows, harness data, and exceed customer expectations.
AI-driven applications suites are transforming enterprise efficiency, innovation, and integration.
The Suite Wars intensify as major apps vendors focus on AI, integration, employee experience, security, and industry-specific solutions.
Oracle’s cloud database services saw a 28% revenue increase, driven by partnerships with rivals Microsoft, Google Cloud, and AWS, as demand for AI-integrated solutions and flexible cloud options grows.
Google Cloud’s Thomas Kurian on AI’s role in simplifying cloud technology and transforming industries.
Oracle’s Q2 results inspired Larry Ellison to recognize the impact of AI, stating that its scale is “unimaginable.”