As Oracle advances its healthcare vision, Epic risks being sidelined unless it accelerates its modernization and expands its technological scope.
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Despite earlier caution from Salesforce and Workday CEOs, Salesforce, Workday, and Snowflake are expected to report accelerating growth for Q3, driven by strong AI demand, their market leadership, and renewed business optimism.
The AI revolution is fueling growth across the cloud industry, with CEOs and boards intensely focused on capitalizing on AI’s potential to drive innovation and productivity.
Over the past seven weeks, the Cloud Wars Cloud & AI Confidence Index has climbed by $480 billion to $9.22 trillion, reflecting strong investor optimism in cloud and AI technologies.
A company-by-company breakdown of Cloud Wars CEO of the Year candidates, their strengths, and their companies’ latest wins.
Google Cloud leads the Cloud Wars Growth Chart with an impressive 35% growth rate in Q3, surpassing all other major cloud vendors.
Google Cloud, though much smaller than AWS and Microsoft, led Q3 in new customer growth, reflecting a shift in market dynamics.
As Google Cloud gains traction, its Q3 growth rate signals a shift in the cloud market hierarchy.
Microsoft’s lagging security strategy and customer dissatisfaction open the door for Google Cloud to accelerate growth and challenge Microsoft’s leadership in the enterprise cloud market.
Google Cloud’s proactive cybersecurity investments, contrasted with Microsoft’s approach, reveal a growing divide in customer trust and growth trajectories in the cloud market.
The SaaS data protection leader has added GitHub to the list of platforms and data sources protected by its R-Cloud. GitHub’s 100 million users stand to benefit.
Oracle and IBM were previously awarded a $950 million contract under the massive UK deal. Now Oracle Cloud is being tapped to serve four departments.
Five core factors drove explosive Q3 growth rates for Google Cloud, which has clearly established itself as the fastest-growing major cloud vendor.
SAP plans to dramatically expand its mid-market focus starting in 2025 by tapping into partners as well as new sales and innovation opportunities.
SAP’s Christian Klein expects a growth spurt in 2025 as the company anticipates a “massive expansion” in the mid-market.
With bold plans for $30B in revenue, ServiceNow’s Bill McDermott pushes AI-driven growth through Now Assist, Raptor DB, and Customer Workflows, redefining digital transformation.
Bill McDermott discusses ServiceNow’s goal to triple revenue to $30 billion, emphasizing advancements in AI technology and customer workflows.
Bill Gosling Outsourcing leverages Workday’s AI and analytics to scale operations and drive growth across global markets.
At Celosphere, Mamta Lamba shared the story of how Celonis has helped PepsiCo as its undergoing a major transition.
Leading up to Microsoft Ignite, the company made an announcement pertaining to its new autonomous agent capabilities for Microsoft Copilot Studio.