As Microsoft cloud revenue soared to $51B on the strength of $14.3B in fiscal Q4, Azure led the way as usual with 50% hypergrowth. But there’s more!
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In the launch of new cloud services last week, founder Larry Ellison clearly made “autonomous” the third strategic front in Oracle’s plan to beat Amazon.
Through Workday Launch, it expects to shorten go-live time for HCM apps to 6 months or less and reduce expenses by up to 35%. Your move, Oracle.
I expect that when Microsoft releases fiscal-Q4 earnings next month, it will total enterprise-cloud revenue for fiscal 2020 above $50 billion.
On this week’s fiscal Q3 earnings call, Microsoft CEO Satya Nadella outlined the opportunities and the traps he sees ahead in the post-COVID-19 world.
Microsoft, Amazon, Google and IBM are competing to claim leadership on AI-driven solutions that will change how the world works.
Microsoft has massive influence as the world’s #1 cloud-computing provider, so it is inevitably a major player in the revolution in the SaaS business.
Listen to a new Cloud Wars Live with Dean Del Vecchio, EVP, CIO, and Chief of Operations at Guardian Life, on the sweeping nature of digital transformation.
Earlier this year, SAP and CEO Bill McDermott issued a blunt challenge to CRM kingpin Salesforce.com by launching C/4HANA.
In today’s blindingly fast world of digital business, it’s no longer enough for every business to become a software business they must become an AI company.
Oracle is using “adaptive intelligence” capabilities for its entire NetSuite family of integrated applications aimed at small and mid-sized businesses.
Amazon actually lost ground in its efforts to overtake Microsoft as the world’s leading enterprise-cloud provider as Satya Nadella’s company reported.
IBM has undergone radical transformation the last few years, CEO Ginni Rometty claimed last week that IBM has become the world leader in enterprise AI.
Google Cloud and Atlassian announce a multi-year partnership to integrate Gemini models and Vertex AI into Jira, Confluence, and Loom, enhancing productivity, security, and AI-powered workflows.
Satya Nadella identified three drivers of Azure’s Q4 growth: on-prem migrations, native app scaling, and AI expansion.
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 broke tradition in Microsoft’s Q4 call, directly comparing Microsoft’s AI and cloud capabilities to AWS, Google, and Oracle, citing unmatched scale, speed, and infrastructure capacity.
Oracle’s Kris Rice discusses how the company is accelerating AI innovation through the new MCP server, integrating LLMs with enterprise data, and enhancing developer experience across multi-cloud environments.
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.
AWS’s strong Q2 results falter when compared to the accelerated AI-driven growth of Microsoft, Google Cloud, and Oracle.