Oracle is rapidly scaling its cloud and AI business, marked by a 63% RPO surge and major investments in data center capacity and AI solutions.
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Oracle’s Q3 results showed a 63% surge in remaining performance obligations (RPO) to $130 billion, driven by strong cloud infrastructure growth and major contract signings.
Salesforce is transforming business growth through AI agents, data-driven innovation, and industry-specific solutions, as discussed by David Schmaier at TDX 25.
Snowflake is entering a data partnership with SAP, following Databricks, as Cloud Wars Top 10 companies respond to customers’ need to prioritize AI-driven data strategies.
SAP Business Network integrates directly with companies’ ERP systems to optimize visibility and supply chain resiliency in businesses that have been subject to many disruptions in recent years.
Infosys achieves SAP validated partner status for RISE with SAP, leveraging AI and cloud solutions to drive business transformation and deliver value through tailored industry playbooks and a clean core approach.
Salesforce and ServiceNow intensify competition by expanding into each other’s core markets, focusing on AI agents and integration.
Salesforce targets ITSM and ServiceNow pursues CRM, shifting the cloud landscape and intensifying competition in the enterprise software market.
Salesforce forecasts FY ’26 revenue growth of 7% to 8%, with AI and Data Cloud offsetting weaker segments.
Salesforce’s Q4 results highlight significant growth in its AI-driven products, with strong future potential as indicated by an 11% increase in Remaining Performance Obligation (RPO), driven by its Data Cloud and Agentforce solutions.
Google Cloud and Salesforce have expanded their partnership to deliver AI-driven offerings, reflecting a strategic trend among top cloud vendors to accelerate business transformation through collaboration.
AI Agent & Copilot Summit speaker Kirstie Tiernan of BDO explains the importance of governance and communication to employees of all levels when rolling out AI initiatives.
SAP partners with Databricks to launch the Business Data Cloud, aiming to unify data for enhanced AI-driven business insights.
SAP partners with Databricks for its Business Data Cloud, unlocking AI-driven insights with a $250M investment.
Microsoft CEO Mustafa Suleyman announced that the Think Deeper feature, powered by OpenAI’s o1 ‘magical’ reasoning model, is now available to all Copilot users.
Salesforce and SAP are both remaking themselves so that their primary value proposition to customers is all about data and AI-powered innovation–particularly agents–rather than just applications.
AI agents are poised to unleash massive productivity gains and transform business. ServiceNow exec Dorit Zilbershot explains how her company will help customers deliver on that agenda through orchestrator agents, ecosystem partnerships, and more.
Google Cloud, SAP, and Oracle shine in the Cloud Wars Top 10, showing impressive growth rates for Q4 2025.
ServiceNow AI exec joins Cloud Wars analysts for a discussion on agentic AI-driven business transformation and customer benefits from the company’s ecosystem approach to creating and orchestrating agents.
The latest Cloud Wars rankings show how hyperscalers and application vendors are managing growth and adapting to changing market dynamics.