Oracle’s Q1 results set records, but Ellison is focused on the future, predicting that AI inferencing will automate every major industry process and that Oracle is uniquely positioned to lead.
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From purchase orders to vendor approvals, many steps in common business processes can be managed without human intervention. Microsoft is making that easier to implement in Copilot Studio.
In a dramatic shift, Oracle leapfrogged Microsoft in cloud commitments, driven by massive AI contracts and a long-term data strategy dating back 50 years.
Zurich offers new AI tools for building apps, securing the wide range of integrations that customers have in use, and adds tools to analyze and streamline processes.
Oracle’s RPO has skyrocketed 359% to $455B, surpassing Microsoft and reshaping the cloud computing hierarchy.
Marc Benioff refutes the “SaaS is dead” narrative with data, biblical wisdom, and a vision of AI-enhanced applications at Salesforce.
Anthropic disclosure of several AI-powered security threats, including a ransomware development operation, shows how even non-technical users can now build and launch attacks.
Business leaders shouldn’t abandon SaaS in favor of AI agents; the strategic question is how they work together.
Benioff’s pivot to AI and data aims to rejuvenate Salesforce growth and disrupt traditional SaaS boundaries.
Anthropic uses actual attacks against its own software to lay out specific ways that threat actors are leveraging AI to further their goals. Report serves as a troubling call to action for vendors, partners, and customers.
Agentic AI is driving ServiceNow and Salesforce to expand beyond their traditional domains of ITSM and CRM.
AI Partner Executive is a new resource hub launching September 2025 to help Microsoft partners navigate the shift toward AI Agents, Copilot Studio, and the evolving AI Business Solutions strategy.
Models delivering voice and strong instruction-following speak to a strategy of building in-house in addition to partnerships. A call for new talent undescores internal development focus.
Google’s energy-efficient AI models offer hope and direction for the future of compute.
Snowflake’s Q2 report shows a 32% jump in revenue and rising AI focus, with 25% of customer use cases AI-driven. Ramaswamy warns of intensifying competition from Databricks, Palantir, and the cloud giants.
Governance and trust are essential to integrating AI agents into human workforces, with only 24% comfortable with unsupervised AI.
Palantir’s Ontology platform powers real-time decision-making for clients like Citibank, Fannie Mae, and Lear, reducing processes from days to seconds.
Palantir achieved 93% growth in U.S. commercial sales and crossed $1B in revenue.
Workday delivered 14% growth in subscription revenue in Q2, powered by widespread AI adoption across new and existing customers.
Workday reported strong Q2 growth driven by widespread adoption of its AI solutions, expansion into mid-market and government sectors, partner contributions, and new global initiatives.