Google Cloud and Unilever signal a major shift as AI moves from technical fascination to business outcome delivery across marketing, fulfillment, and consumer engagement.
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Oracle’s new AI agents automate supply chain tasks including planning cycles, sourcing, inventory management, and logistics coordination, helping organizations improve resilience, efficiency, and operational visibility.
AWS is seeing stronger-than-expected growth in non-AI workloads as enterprises accelerate cloud migrations. Jassy says both core infrastructure and AI services are driving demand, requiring rapid capacity expansion across data centers and power infrastructure.
ServiceNow CEO Bill McDermott says AI is “devouring” low-value software vendors as enterprises demand AI embedded directly into workflows. He insists ServiceNow is not SaaS but a platform company positioned to lead the Agentic AI Era.
Workday cofounder Aneel Bhusri has returned as CEO following Carl Eschenbach’s departure, vowing to lead the company through what he calls its “most pivotal moment” as AI reshapes enterprise software and competitive dynamics.
The Publisher Content Marketplace aims to solve both monetization and credibility challenges in AI by enabling structured licensing agreements between publishers and AI developers.
Hyperscalers are facing soaring AI demand, with Microsoft, Oracle, AWS, and Google Cloud reporting a massive $1.63 trillion backlog in contracted business not yet recognized as revenue.
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.
AI innovation is outpacing security readiness, and new data shows why governance and unified security approaches are now mission-critical.
Enterprises are shifting from AI insights to automated actions that adapt continuously and operate at real-time speed.
Despite a record-setting $35.6B quarter, AWS slid to #7 in the Cloud Wars as Google, Oracle, and Microsoft gained ground.
AWS posted its best quarter in years, yet still ranks third behind Google Cloud and Microsoft in growth momentum.
AI tools like ChatGPT and Copilot are making SEO obsolete. Microsoft’s guide introduces AEO and GEO as the next evolution in digital discovery, built on clarity, trust, and machine-readable content.
With a 48% Q4 surge, Google Cloud has overtaken Microsoft Cloud in incremental growth, demonstrating strong AI leadership via innovations like Gemini 3 and a future-ready cloud stack.
Palantir stuns the market with 70% Q4 growth and accelerating momentum, signaling a powerful new model for the AI-driven enterprise economy.
Financial services, government, and education firms all made major Copilot investments, while the Dragon Copilot for healthcare continues to streamline doctor-patient interactions.
Microsoft’s Q2 future cloud commitments hit $625B, driven by a $281B deal with OpenAI, reflecting massive AI-powered growth.
A deeper look at Microsoft’s fiscal Q2 cloud results, unpacking record RPO growth, the massive OpenAI commitment, and what the headline numbers really mean.
Once dismissed as outdated, Oracle, Microsoft, and SAP are now cloud and AI growth leaders, occupying top Cloud Wars ranks.
SAP’s surge to #4 in the Cloud Wars Top 10 reflects breakout growth, a reinvented cloud-first portfolio, and booming customer demand for apps, AI, data, and agents.