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This article is brought to you by Nutanix. Cloudmania has not killed off on-premises tech, and a new study from Nutanix and IDC helps explain why.
Here’s what stood out to me in Microsoft Azure CTO Mark Russinovich’s latest blog post about how the team is boosting Azure reliability.
IBM saw its Q4 cloud revenue jump 23%. But CEO Ginni Rometty cannot afford another post-Q4 dropoff. I’ve brainstormed 5 ways that IBM can maintain its pace.
Oracle’s 2020 challenge: Larry Ellison has always sought out confrontations, but the cloud adversaries he’s called out this year are especially formidable.
The cloud vendor’s phenomenal growth will crumble if Microsoft Azure and its reputation for reliability is anything less than superb in 2020.
In last week’s Q2 earnings call, Larry Ellison predicted that Oracle Autonomous Database will render all other Oracle databases obsolete.
On a fiscal Q2 earnings call last week, Oracle chairman Larry Ellison seemed to be trashing competitors to mask Oracle’s low-growth transition to the cloud.
Microsoft, Amazon, Google and IBM are competing to claim leadership on AI-driven solutions that will change how the world works.
Microsoft Q3 cloud revenue exceed that of Amazon & Google combined—but the most-stunning of all of its Q3 stats relates to Microsoft’s Azure AI biz.
Satya Nadella did not mention Amazon or Google by name, but the Microsoft CEO delivered an unmistakably aggressive outlook in last week’s earnings call.
Since we’ve taken a close look at Oracle and its Autonomous Database, I asked Microsoft for its take on self-tuning, self-securing databases.
Oracle and Salesforce compete head-on in the cloud, but the two couldn’t be more different in how they use earnings calls to showcase customers and wins.
Details are emerging about how Red Hat might make IBM’s $19-billion cloud business an engine of growth once again. Here are some insights into the plan.
The SAP-Microsoft alliance continues to pile up big wins: one of Asia’s largest healthcare groups, Zuellig Pharma, will be on Azure by 2022.
My take on the shocking new partnership between Microsoft and Oracle, and what each powerhouse cloud vendor gets out of the deal.
Highlights from my talk with innovation chief Dave Wright show how ServiceNow helps customers turn sprawling IT estates into focused systems of action.
At Sapphire, SAP unveiled a new position: “the Experience Company powered by the Intelligent Enterprise,” committing to Qualtrics and experience management.
My Sapphire 2019 preview, part 2: 10 things to understand about where SAP stands today, where it’s headed, and why it expects to outperform its competitors.
Toward the end of last week’s Amazon Q1 earnings call, CFO Brian Olsavsky made a point of mentioning AWS’s excellent performance. Here are my thoughts.



















