Even with $90 billion in Q2 CapEx spending, the major hyperscalers say cloud and AI demand will exceed supply until at least late 2025.
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Cloud hyperscalers including AWS, Microsoft, Google and Oracle spent nearly $1 billion per day in Q2 2025 on AI infrastructure to meet unprecedented demand, signaling a long-term transformative shift toward AI-powered enterprise.
Dr. Patrick McGill of Community Health Network shares AI agent and copilot usage update, approach to change management, and the partners helping to realize $10 million savings goal.
Consulting firm expands suite of products and services designed to helped customers build, deploy, and manage AI agents across multivendor systems.
Despite strong revenue growth, AWS’s positioning in its latest earnings call drew scrutiny, especially when comparing its performance to Microsoft and other hyperscalers, whose cloud businesses are accelerating more rapidly.
With two separate initiatives, Microsoft is bolstering its Defender platform with agentic AI to help security and ops teams combat two high-volume threats that can overwhelm humans.
AWS combats the rising issue of AI-generated misinformation with a robust policy built on formal verification, setting a new industry benchmark for accuracy.
Satya Nadella identified three drivers of Azure’s Q4 growth: on-prem migrations, native app scaling, and AI expansion.
ServiceNow’s single architecture allows Tenon to integrate marketing automation seamlessly, offering consistent workflows and shared data for all front office teams.
In Q4, Microsoft Azure hit $19B, growing 39% YoY. CEO Satya Nadella cited three drivers: on-prem to cloud migrations, AI workload growth, and rapid scaling of cloud-native e-commerce apps.
New research from Microsoft analyzes 200,000 Copilot user conversations to rank jobs by their AI susceptibility. Find out which roles are most likely to be enhanced — or disrupted — by GenAI.
The giant bank outlines an ambitious agenda working with Google Cloud to personalize customer experiences by enabling bankers to sharpen their focus on building relationships.
Snowflake Ventures and Capital One Ventures invest in Hightouch to drive innovation in agentic AI for personalized marketing, leveraging Snowflake’s Data Cloud with security and governance at its core.
OpenAI will pay Oracle over $82 million daily starting FY28, cementing the largest tech partnership ever and signaling a major realignment away from Microsoft.
The AI Revolution accelerates as OpenAI selects Oracle over Microsoft for a $100B cloud deal, fueling speculation about the future of AI infrastructure and competitive positioning in the Cloud Wars Top 10.
Satya Nadella touts Microsoft’s Q4 cloud dominance, declaring MSFT #1 and challenging Google, Oracle, and AWS to compete for second place.
In the second significant update since the company launched the agent interoperability spec in April, the company is making it easier for partners to capitalize on key facts of its development platforms and get agents in front into market.
IBM’s latest report warns that as AI adoption accelerates, inadequate security and governance are leaving organizations vulnerable to costly breaches, urging businesses to prioritize AI safeguards alongside innovation.
Microsoft, Google Cloud, and Oracle are accelerating cloud growth and capturing more AI-driven business, while AWS lags behind in both pace and market share gains.
The Stargate project, now over 5GW strong, gains speed with Oracle’s massive cloud infrastructure build.