Oracle Database proves the “Oracle Killer” crowd wrong yet again, posting surging Q1 cloud growth and unmatched AI-era positioning.
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Oracle’s multi-cloud database offering is booming, with 1,500% growth as it gains traction with AWS, Microsoft, and Google Cloud partners.
At the 365 Leadership Summit in Denver, leaders from diverse industries, including C5 Insights and other executives, shared insights on how AI is transforming leadership, creativity, critical thinking, adaptability, processes, and customer engagement, as captured exclusively by Cloud Wars.
At Workday Rising 2025, Workday revealed its strategy to redefine ERP for the AI Era: launching agentic AI agents, expanding its data‑cloud offerings with Snowflake, introducing Flex Credits, and deepening ties with Microsoft.
Google Cloud led all major providers with 32% Q2 growth, narrowing the revenue gap with AWS despite its smaller base, fueled by skyrocketing AI demand across industries.
Google Cloud tops cloud market growth at 32%, with Oracle, Microsoft, and others showing strong momentum in Q2.
Oracle’s 359% RPO spike to $455B dwarfs competitors, narrowing revenue gaps with hyperscalers.
The cloud market has reached $1.1T in RPO across four major players, with Oracle leading and Microsoft close behind.
Oracle’s $455B RPO marks an industry-first, setting the stage for massive cloud infrastructure revenue growth through 2030.
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.
Benioff’s pivot to AI and data aims to rejuvenate Salesforce growth and disrupt traditional SaaS boundaries.
CEO Sridhar Ramaswamy confirms AI as Snowflake’s growth engine, influencing 50% of new customers and becoming central to 25% of deployments, while Q2 revenue climbs to $1.09B amid rising competition.
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.
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.
Cloud hyperscalers including AWS, Microsoft, Google and Oracle spent nearly $1 billion per day in Q2 2025 on AI infrastructure to meet unprecedented demand, signaling a long-term transformative shift toward AI-powered enterprise.
Oracle and Google Cloud have partnered to deliver Gemini AI models via OCI, accelerating enterprise adoption of generative AI with seamless access and flexible billing.