SAP is pulling far ahead of its rivals as the enterprise-apps market shifts toward agentic AI, posting growth rates more than double those of Oracle and Salesforce.
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SAP’s focus on evolving its cloud ERP and Business Data Cloud platforms is paying off with dramatic Q3 gains.
Salesforce has high ambitions for agentic AI and Data Cloud, as the company is making its way into new market categories.
Salesforce highlighted product announcements and expanded partnerships at its Dreamforce event.
Oracle is aiming for $225B in revenue within five years by leveraging AI, multicloud, and cross-industry ecosystems to transform customers and entire industries.
Fusion AI agents, new AI databases, and massive data centers fuel Oracle’s unprecedented growth outlook.
Oracle aims for $225 billion in revenue by FY 2030, led by surging OCI growth, AI-database innovation, and expanding multi-cloud dominance.
OpenAI, Oracle, and SoftBank expand the Stargate AI project with five new U.S. data centers, boosting U.S. capacity by 7GW and reinforcing America’s lead in the global AI race.
Oracle customers at AI World emphasized the power of speed and first-mover advantage in adopting AI at scale.
Oracle’s new CEOs outline a bold AI-driven strategy, positioning the company’s data and infrastructure strengths to lead the next wave of enterprise transformation.
With Oracle AI World in action this week, expect the unexpected from Larry Ellison and the company’s two new CEOs.
Expect the unexpected from Larry Ellison at this year’s Oracle AI World as he has made remarkable moves over the past few years.
Bonnie Tinder previews Oracle AI World and SAP Connect 2024, highlighting major trends including AI agents, industry-specific bundles, and a unified agent marketplace.
AWS and SAP are investing $30B in European cloud infrastructure, but Klein insists smart AI use is Europe’s real path to sovereignty.
Microsoft announces the world’s most powerful AI data center in Wisconsin as Oracle, OpenAI, and SoftBank reveal plans for $400B+ AI infrastructure under the Stargate project.
Microsoft is constructing the world’s most powerful AI data center in Wisconsin, intensifying the competition in the booming AI cloud market.
With Larry Ellison’s bold AI vision, Oracle aims to go beyond tech solutions and foster new, profitable relationships across industries by unifying mission-critical data and cloud infrastructure.
Oracle’s leadership shakeup spotlights a bold growth formula — AI plus OCI plus industry expertise — aimed at forging cross-industry ecosystems and reshaping how enterprises create value.
Oracle appoints Clay Magouyrk and Mike Sicilia as co-CEOs, marking a bold pivot into AI and cloud-first leadership for its $15B applications business.
Oracle is shifting its leadership: Safra Catz will become executive vice chairman, while Clay Magouyrk (infrastructure) and Mike Sicilia (industry apps) take over as co‑CEOs, chosen by Larry Ellison to execute his integrated hardware + software vision in the AI era.








