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.
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Oracle’s Q4 results stunned the market, with Safra Catz projecting $35B in cloud revenue and 100% RPO growth in FY26.
Microsoft and ServiceNow collaborate to advance AI-powered agent-to-agent communication.
Oracle’s blowout RPO numbers hint at massive contract-to-revenue transitions.
Are we witnessing the rise of a new cloud leader? Oracle’s recent performance suggests it could dethrone Google Cloud in growth rankings.
SAP leaders argue that agentic AI will enhance — rather than replace — enterprise applications by integrating seamlessly with data and AI capabilities.
At SAP Sapphire, SAP counters the “apps collapse” narrative by asserting that AI agents will enhance enterprise applications.
Oracle and IBM deepen their partnership to bring watsonx to Oracle Cloud Infrastructure, accelerating enterprise adoption of agentic AI and hybrid cloud solutions.
Microsoft partners with AI software provider Gong to deliver the latter’s sales intelligence directly into customers’ software ecosystem for higher sales performance.
With momentum on its side, SAP now faces the harder task: proving at Sapphire that it can turn innovation into lasting leadership.
At SAP Sapphire, the company is expected to address five critical issues, including AI’s role in applications, data strategy, and hyperscaler trends, which will determine whether it can sustain its lead as the world’s fastest-growing enterprise software vendor.
Under Arvind Krishna’s leadership, IBM has reinvented itself as a global tech powerhouse by doubling market cap, leading in AI and quantum computing, and committing $150 billion to U.S. innovation and manufacturing.
Data.world acquisition, partnerships with key enteprise software players, and wide range of new AI agents enhance the company’s objective to be the core enterprise software platform.
ServiceNow aims to redefine CRM with agentic AI and enterprise-wide integration, as shared during Knowledge25.
ServiceNow CEO Bill McDermott warns of outdated software, urging leaders to embrace agentic AI and transformative platforms to survive and thrive.
At Knowledge25, ServiceNow introduced new tools to connect, govern, and scale AI agents across any cloud, workflow, or data environment.
Despite Microsoft’s dominance in current cloud revenue, Oracle’s 63% RPO growth signals a potential reshaping of the Cloud Wars power dynamic.
Microsoft’s blowout Q3 results and $315B in future cloud business crush AI slowdown fears and expose the absurdity of recent data center panic.
Microsoft’s new “computer use” feature in Copilot Studio allows AI agents to interact with desktop apps and websites through GUIs — paving the way for more powerful, intuitive automation.
Google Cloud’s Q1 growth slowed slightly due to data center capacity limits, but Alphabet is investing $75 billion to expand infrastructure and sustain its leadership in the cloud market.