Oracle Cloud and chip partner Nvidia are offering new cloud services to make it simpler and faster for enterprises to deploy AI solutions.
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As we head into Q4, here are my thoughts on the 5 world-shaping tech vendors making up the top half of the Cloud Wars Top 10 rankings.
Oracle CEO Safra Catz indicates more and more of Oracle’s huge global customers are moving their database workloads to the Oracle Cloud.
Chairman Larry Ellison makes the case that when it comes to Oracle Cloud, the big dog is OCI—Oracle Cloud Infrastructure.
Seven months ago Snowflake CEO Frank Slootman said the cloud represents the biggest and most-dynamic market the industry has ever seen.
Following its release of quarterly results, cloud leader Salesforce’s shares shot up by 25%, giving it a market cap of almost $250 billion.
An overview of what we know and don’t know about the high-level details of Microsoft Azure revenue and Microsoft cloud revenue in general.
A few thoughts on why Microsoft, Amazon, Salesforce, and Google top the Cloud Wars list of the world’s largest and most-influential cloud providers.
Larry Ellison has reassigned former cloud infrastructure chief Don Johnson, as part of a shuffling of Oracle execs to reimagine its cloud capabilities.
A look at how Salesforce measures up against Microsoft, SAP and Oracle when it comes to hitting the $5 billion in a quarter mark.
On the Cloud Wars Live podcast, SAS EVP, COO and CTO Oliver Schabenberger joins me to discuss his company’s powerful partnership with Microsoft.
With a 43% revenue-growth rate that was much higher than those of its larger rivals, Google Cloud continued to be the fastest-growing major cloud vendor.
In his concluding remarks to the Google Cloud Next ’20 keynote presentation, CEO Thomas Kurian struck an empathetic tone, exemplifying his leadership style.
Larry Ellison eschewing the “hybrid” term is part of his attempt to show that the Oracle Autonomous Cloud is different from what everyone else is offering.
CEO Christian Klein specifically called out SAP’s month-old Industry Cloud suite of applications as a “growth driver” in SAP’s preliminary Q2 report.
The near-impossible-to-impress analyst Lydia Leong, who wields considerable influence among biz customers, last week offered praise for Oracle Cloud.
In an online presentation, the Oracle founder talked about his ambitions in cloud infrastructure, and what Oracle has that Amazon and Microsoft don’t.
Amazon’s new enterprise-cloud business unit is called Aerospace and Satellite Solutions, building on the AWS Ground Station capabilities announced in 2019.
While CEO Christian Klein insists that SAP owns all of its customer relationships, I see signs that its partnership with Google Cloud is deepening.
I expect that when Microsoft releases fiscal-Q4 earnings next month, it will total enterprise-cloud revenue for fiscal 2020 above $50 billion.