Despite questions about Oracle’s ability to fund massive AI infrastructure investments, its booming cloud revenue, extraordinary backlog, and accelerating growth guidance suggest customers are making huge long-term commitments to Oracle’s AI and cloud platforms.
Microsoft, Oracle, Google Cloud, and AWS have amassed $2.3 trillion in contracted backlog, underscoring unprecedented demand across the booming cloud and AI economy.
While Microsoft generated $59.3 billion in quarterly cloud revenue, Google Cloud’s much faster growth suggests the AI revolution is rapidly reshaping the competitive landscape.
Microsoft’s consistency contrasts sharply with Google’s accelerating growth, revealing two very different momentum stories in today’s cloud infrastructure market.
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.
Oracle’s explosive Q3 growth, including a 325% surge in RPO and massive AI infrastructure demand, challenges critics claiming the cloud and AI data center boom is an unsustainable bubble.
Anthropic Claude-powered feature headlines Copilot Wave 3 announcement. Other enhancements include app-native Copilots and the Microsoft 365 E7 ‘Frontier Suite.’
Oracle’s Q3 outlook reveals explosive growth in remaining performance obligations, suggesting the company’s AI training and infrastructure capabilities are driving enormous future demand beyond its OpenAI partnership.
Microsoft’s Q2 future cloud commitments hit $625B, driven by a $281B deal with OpenAI, reflecting massive AI-powered growth.
A deeper look at Microsoft’s fiscal Q2 cloud results, unpacking record RPO growth, the massive OpenAI commitment, and what the headline numbers really mean.
Oracle’s Q2 FY2026 shows explosive cloud and AI growth, with RPO rising 433% to $523.3B, signaling unprecedented future demand.
Oracle’s Q2 numbers make one thing clear: customers are betting their future cloud and AI workloads on Oracle at a scale no competitor is matching.
CEO Marc Benioff showcased a growth mindset during the recent Salesforce Q3 earnings call, as he emphasized growth as his top priority.
Strategic federal wins and healthcare momentum underscore Workday’s strong Q3, with AI adoption driving customer expansions and renewed 10-year commitments.
CEO Carl Eschenbach says Workday is becoming the “new front door to work” by addressing fragmented systems with AI.
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.
Oracle’s 359% RPO spike to $455B dwarfs competitors, narrowing revenue gaps with hyperscalers.
Oracle’s $455B RPO marks an industry-first, setting the stage for massive cloud infrastructure revenue growth through 2030.
Oracle’s RPO has skyrocketed 359% to $455B, surpassing Microsoft and reshaping the cloud computing hierarchy.
Salesforce launches Agentforce for the Public Sector, delivering compliant AI agents tailored to government needs.
