In the wake of Oracle’s better-than-expected Q3 results, it can be illuminating to see the world—at least temporarily—through the eyes of Larry Ellison.
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As Salesforce annual revenue surges toward $20B, this week Marc Benioff is hosting 170,000 at the Dreamforce extravaganza. Here’s what I’m watching for.
Salesforce Sales Cloud and Service Cloud will now be tightly integrated with Microsoft Teams collaboration solutions, in a stinging blow to Amazon.
This podcast is brought to you by Oracle. || Hear from Bruno Aziza, Group VP of Oracle Analytics, about expanding access to data science, workflows, & more.
“We’re seeing very, very rapid adoption,” Ellison said, noting for the first time customer adoption of Autonomous Database on the Oracle Q4 earnings call.
Larry Ellison broadened his “bet the company” statement to encompass Cloud Applications and Cloud Infrastructure, indicating where Oracle’s future stands.
What to watch for in the coming hybrid wave. Cementing its future growth and relevance, the cloud industry is warmly embracing hybrid computing.
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.
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.
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.
Amazon’s Bedrock AgentCore offers a full suite of tools designed to streamline the creation, deployment, and scaling of AI agents with enterprise-grade support and seamless integration.
Microsoft just delivered the greatest quarterly financial results in the history of business — period.
In Q2, IBM showcased how AI is expanding — not replacing — its legacy products, with strong adoption of AI-assisted tools for mainframes.
ServiceNow positions itself as an AI platform, not an app or infrastructure vendor, per McDermott.
Vendor-agnostic AI agent orchestration platform gains AWS-centric functionality and consulting firm indicates similar integrations wll be offered for other hyperscalers.
SAP’s Q2 cloud revenue rose 24% to $6B, marking a slowdown from past quarters but still outperforming major competitors like Oracle and Salesforce.
Amazon’s AWS powers Anthropic’s AI future with Project Rainier, the largest Trainium2 supercomputing cluster yet.
Oracle and AWS are turning rivalry into results with Oracle Database@AWS now generally available.