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Satya Nadella’s cloud business, Microsoft, is growing at a stunning 58%–and the enterprise cloud hasn’t even begun to reach the fat part of the market.

Oracle is using “adaptive intelligence” capabilities for its entire NetSuite family of integrated applications aimed at small and mid-sized businesses.

Oracle leading move toward Autonomous IT with self-driving version of its flagship database product & autonomous cloud services across its PaaS offerings.

IBM has undergone radical transformation the last few years, CEO Ginni Rometty claimed last week that IBM has become the world leader in enterprise AI.

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.

This article is sponsored by Oracle. Group VP of AI Data Analytics Cloud, Bruno Aziza, explains why he’s turning the Oracle Analytics Summit into a series.

This episode is brought to you by Oracle. Hear directly from Bruno Aziza, Group VP, AI Data Analytics Cloud, about the upcoming Oracle Analytics Summit.

Larry Ellison steps back on earnings calls as Mike Sicilia and Clay Magouyrk take the lead, signaling a deliberate and confident leadership transition at Oracle.

AWS tumbles to #7 as SAP climbs and Palantir rockets up the Cloud Wars rankings, reflecting shifting dynamics in the enterprise AI race.

Oracle aims to outpace competitors with a platform that makes enterprise data accessible to top AI models like ChatGPT and Gemini.

Oracle is using its multicloud partnerships with Microsoft, Google and AWS to reignite its core database business. It aims to reach $20 billion in revenue within five years by riding the AI inference wave and offering flexible multicloud deployment.

The Microsoft‑Oracle database partnership is generating nearly all of Oracle’s multi‑cloud database growth so far, with Larry Ellison believing AWS and Google Cloud will ramp up soon and drive the next wave of revenue.

Oracle aims for $225 billion in revenue by FY 2030, led by surging OCI growth, AI-database innovation, and expanding multi-cloud dominance.

With Oracle AI World in action this week, expect the unexpected from Larry Ellison and the company’s two new CEOs.

AWS and SAP are investing $30B in European cloud infrastructure, but Klein insists smart AI use is Europe’s real path to sovereignty.

SAP CEO Christian Klein calls on Europe to innovate with AI rather than trying to match US hyperscaler infrastructure.

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.

Satya Nadella broke tradition in Microsoft’s Q4 call, directly comparing Microsoft’s AI and cloud capabilities to AWS, Google, and Oracle, citing unmatched scale, speed, and infrastructure capacity.

Oracle hits 101 cloud regions—more than Microsoft, Google, and AWS combined.

Oracle is rapidly expanding its global network of small, full-capability cloud regions — outpacing competitors and betting on a unique strategy to lead the future of AI and cloud infrastructure.