Microsoft Azure has become more popular than Amazon’s AWS as the public-cloud infrastructure of choice, according to a Goldman Sachs survey of 100 CIOs.
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Larry Ellison broadened his “bet the company” statement to encompass Cloud Applications and Cloud Infrastructure, indicating where Oracle’s future stands.
Oracle’s Q3 outlook reveals explosive growth in remaining performance obligations, suggesting the company’s AI training and infrastructure capabilities are driving enormous future demand beyond its OpenAI partnership.
Microsoft researchers uncover AI memory poisoning attacks that embed hidden instructions in “Summarize with AI” buttons, potentially biasing enterprise AI recommendations.
The hyperscalers’ record-breaking CapEx surge reflects real AI demand, not a bubble, as backlog growth across the Cloud Wars Top 10 hits historic highs.
Mike Sicilia shares details on the culture and mindset that has boosted Oracle to the #2 spot on the Cloud Wars Top 10 rankings, as highlighted in this recap.
Oracle’s rise to #2 in the Cloud Wars Top 10 rankings is driven by AI innovation, cloud growth, and strong execution from leadership.
Oracle is merging its legacy databases, apps, and infrastructure into an all-inclusive AI stack to dominate the fast-growing AI economy, according to Larry Ellison’s recent earnings call.
Oracle’s Q2 FY2026 shows explosive cloud and AI growth, with RPO rising 433% to $523.3B, signaling unprecedented future demand.
AWS hit 20% growth in Q3, but Microsoft, Google Cloud, and Oracle outpaced it in AI-driven revenue and future backlog.
Despite Oracle’s AI infrastructure play, SAP stays the course with a strong software-first AI strategy, avoiding multibillion-dollar CapEx.
The AWS outage this week could have a devastating impact on Amazon, as it’s already falling behind competitors.
Oracle is aiming for $225B in revenue within five years by leveraging AI, multicloud, and cross-industry ecosystems to transform customers and entire industries.
Fusion AI agents, new AI databases, and massive data centers fuel Oracle’s unprecedented growth outlook.
OpenAI, Oracle, and SoftBank expand the Stargate AI project with five new U.S. data centers, boosting U.S. capacity by 7GW and reinforcing America’s lead in the global AI race.
Oracle customers at AI World emphasized the power of speed and first-mover advantage in adopting AI at scale.
Expect the unexpected from Larry Ellison at this year’s Oracle AI World as he has made remarkable moves over the past few years.
Oracle’s leadership shakeup spotlights a bold growth formula — AI plus OCI plus industry expertise — aimed at forging cross-industry ecosystems and reshaping how enterprises create value.
Addressing the rapidly expanding need for agents in software development, OpenAI updates its coding agent with unified versions, platform-specific updates, and more robust code reviews.
Oracle appoints Clay Magouyrk and Mike Sicilia as co-CEOs, marking a bold pivot into AI and cloud-first leadership for its $15B applications business.