Microsoft, Google Cloud, and Oracle are accelerating cloud growth and capturing more AI-driven business, while AWS lags behind in both pace and market share gains.
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The Stargate project, now over 5GW strong, gains speed with Oracle’s massive cloud infrastructure build.
Microsoft just delivered the greatest quarterly financial results in the history of business — period.
Microsoft Cloud now accounts for 61% of total revenue, with Q4 cloud revenue hitting $47.6 billion, up 27% year-over-year.
IBM’s $7.5B AI run rate shows how legacy tech companies can innovate and grow through AI.
With record-breaking growth and a visionary message, Bill McDermott positions ServiceNow as the central platform for enterprise AI transformation.
ServiceNow positions itself as an AI platform, not an app or infrastructure vendor, per McDermott.
Google Cloud’s explosive Q2 growth in revenue, backlog, and AI momentum positions it as a serious contender to challenge Microsoft’s long-standing dominance in the Cloud Wars.
Google Cloud’s AI-native infrastructure and enterprise partnerships are fueling its fastest growth rate in years.
SAP’s Q2 cloud revenue rose 24% to $6B, marking a slowdown from past quarters but still outperforming major competitors like Oracle and Salesforce.
Strong customer demand and record backlog numbers make SAP a top cloud performer, projecting continued double-digit growth.
SAP is projected to post 27% Q2 cloud revenue growth and a 29% rise in backlog, driven by AI adoption and a strong ecosystem strategy, outpacing rivals like Oracle and Microsoft.
Google Cloud is turning bold imagination into real-world impact — cutting costs, saving decades of work, and redefining customer experience across the UK.
ISVs enhance Dynamics 365 ERP with AI, automation, and faster implementation to drive efficiency and reduce risk.
Microsoft’s 15,000 layoffs are a strategic move to retool for an AI-driven future, not just cost-cutting.
Microsoft’s recent layoffs are not just cost-cutting. They’re a strategic realignment for the AI era, signaling a broader shift every business will soon face as the AI revolution transforms work from top to bottom.
Oracle and AWS are turning rivalry into results with Oracle Database@AWS now generally available.
SAP Business Network is a global B2B platform that uses AI and data-driven collaboration to help companies build resilient, customer-centric supply chains in an unpredictable world.
The Cloud Wars Top 10 have surged past a $10 trillion market cap, reflecting unprecedented business confidence in the AI- and cloud-powered future.
This cumulative market cap total of $10 trillion reflects the confidence business leaders have in the Cloud Wars Top 10 companies.