Stijn Geeroms shares insights on Cegeka, the company that Microsoft awarded as Partner of the Year for supply chain.
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The Microsoft‑Oracle database partnership is generating nearly all of Oracle’s multi‑cloud database growth so far, with Larry Ellison believing AWS and Google Cloud will ramp up soon and drive the next wave of revenue.
Steve Miranda explained how Oracle customers who moved to the cloud are now well‑positioned to exploit AI: consolidating data, using one platform, and getting ready for large‑scale impact.
Google Cloud’s Q3 2025 saw explosive 34% growth, a $155B backlog, and more billion-dollar AI deals than the last two years combined, cementing its rise as the AI-first cloud powerhouse.
Sundar Pichai credits larger deals, more customers, and deepening AI relationships for Google Cloud’s explosive quarter.
AWS hit 20% growth in Q3, but Microsoft, Google Cloud, and Oracle outpaced it in AI-driven revenue and future backlog.
Microsoft is positioning itself as a leader in the voice-enabled agent workflow space, supported by its vast user base.
AWS, once the cloud pioneer, is now lagging behind Microsoft, Google, and Oracle in growth and innovation amid the AI Revolution.
Deep-reasoning agent gains ability to fill out forms, create apps and build presentations after gathering data from a wide range of approved sources.
Palantir’s Q3 results redefine hypergrowth, and CEO Alexander Karp’s scathing industry commentary redefines candor.
A record-breaking quarter shows Palantir redefining how AI and data can transform entire industries.
Oracle’s cloud strategy blends full-stack engineering with aggressive AI and GPU expansion.
Google Cloud’s 46% Q3 backlog growth and Oracle’s 43% outpaced rivals, signaling rapid momentum shifts in the hyperscaler race.
Oracle and Google Cloud are outpacing AWS and Microsoft in RPO/backlog growth, signaling a shift in cloud market leadership focused on future business commitments rather than past revenue.
Google Cloud is growing significantly faster than Microsoft and AWS, signaling a shift in who’s winning new AI business despite trailing in total revenue.
At Oracle’s AI World event in Las Vegas, Executive VP Juan Loaiza discusses why databases are more important than ever, because AI is making data accessible in new ways, enabling business users to interact via natural language rather than traditional SQL.
Microsoft Azure’s Q3 share slips as Google Cloud gains momentum in new customer acquisition and market performance.
Google Cloud and Anthropic expand their AI alliance, deploying over one million TPUs to train Claude models. This marks a significant milestone in AI infrastructure and next-gen enterprise solutions.
Modernization leader cites need for ‘psychological safety’ of employees during AI initiatives, explains how one customer reduced revenue booking time by 75% with AI.
Microsoft has launched new no-code AI agents in 365 Copilot, enabling business users to easily build apps and automate workflows using natural language.