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.
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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.
In under a year, AWS and NVIDIA co-engineered a hybrid liquid-air cooling system, showcasing the speed and depth of tech collaboration in the AI era.
IBM unveils an industry-first governance suite for agentic AI, signaling a major pivot toward enterprise AI security.
Major health system shows the importance of planning for governance in the earliest days of deploying AI tech, as well as building a stable of tech vendors and platforms to enable innovation.
From workflow automation to HR threat detection, Bearing is redefining security innovation with agentic AI.
Duke Health chief data scientists details core components of governance, as well as work with Avanade, Microsoft, and other vendors to derive maximum advantage from AI technology.
Leading cloud and AI providers are partnering with enterprise customers to develop a comprehensive framework designed to secure AI systems and agents, advancing the industry’s ongoing push for stronger safeguards.
The public sector now gains access to Salesforce’s AI innovations as Agentforce achieves FedRAMP High, ensuring secure and compliant technology adoption.