In leading with an “architectural war,” new CEO Arvind Krishna missed a chance to showcase IBM’s true strength and differentiation in the cloud.
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As IBM transforms itself within the cloud-based digital economy, the Red Hat acquisition has boosted IBM Q3 earnings, with cloud revenue up 14%.
Details are emerging about how Red Hat might make IBM’s $19-billion cloud business an engine of growth once again. Here are some insights into the plan.
While IBM has laid out a compelling story for why it’s shelling out $34B for Red Hat, lots of questions remain. Here’s the Cloud Wars status check.
What to watch for in the coming hybrid wave. Cementing its future growth and relevance, the cloud industry is warmly embracing hybrid computing.
Remarks from Microsoft’s EVP and CMO Chris Capossela in late 2018 shed light on Microsoft’s marketing strategy going into 2019.
Microsoft decides to become a global community powerhouse via the acquisitions of LinkedIn two years ago and GitHub last week.
SAP makes moves to acquire Reltio, expanding customer access to AI-ready data from both SAP and non-SAP systems.
The company and ISV partners deliver agents that inject new functions into Copilot, Defender, and other Microsoft platforms, driving significant growth in the security ecosystem.
New AI-powered applications enable users to instruct systems with goals instead of processes, dramatically changing enterprise workflows and decision-making.
More than 650,000 ERP actions can be executed automatically by agents as a result of Microsoft’s expanding portfolio of MCP servers for Dynamics 365.
Dona Sarkar calls out the “tech bro”-driven AI hype machine and shares a blueprint to push AI into mainstream use cases that will deliver on the tech’s considerable promise.
Rather than replacing SaaS, AI is becoming its most powerful accelerator. Oracle’s approach embeds agentic AI across Fusion applications, enabling faster deployments, reduced operational complexity, and dramatically improved customer outcomes.
AI agents are starting to handle purchases, and companies like Google and Mastercard are racing to build the systems that make those transactions safe and trusted.
Andrea Pinillos shares how Microsoft helps enterprise customers run strategic engagement events through internal tools and explains how similar practical solutions can help organizations deploy AI agents that connect to real business data.
Oracle posted explosive Q3 results fueled by unprecedented demand for AI infrastructure. The company’s cloud business grew rapidly, while its data-center expansion strategy and financing plans attracted strong investor support and reinforced confidence in its long-term AI strategy.
Anthropic Claude-powered feature headlines Copilot Wave 3 announcement. Other enhancements include app-native Copilots and the Microsoft 365 E7 ‘Frontier Suite.’
State-backed adversaries are leveraging AI tools like Gemini for reconnaissance, coding, and vulnerability research, enhancing phishing campaigns and accelerating attack lifecycles across global targets.
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.
The Publisher Content Marketplace aims to solve both monetization and credibility challenges in AI by enabling structured licensing agreements between publishers and AI developers.