With momentum on its side, SAP now faces the harder task: proving at Sapphire that it can turn innovation into lasting leadership.
AWS
AWS’s 2025 Generative AI Adoption Index reveals a major shift: 45% of IT leaders now prioritize GenAI tools over cybersecurity, reflecting a transformative pivot in tech strategy and C-suite leadership.
At SAP Sapphire, the company is expected to address five critical issues, including AI’s role in applications, data strategy, and hyperscaler trends, which will determine whether it can sustain its lead as the world’s fastest-growing enterprise software vendor.
Despite Microsoft’s dominance in current cloud revenue, Oracle’s 63% RPO growth signals a potential reshaping of the Cloud Wars power dynamic.
Oracle, Microsoft, AWS, and Google reveal surprising shifts in cloud leadership through RPO and backlog growth figures.
With cloud revenue rivaling AWS and Google Cloud combined, Microsoft silences talk of an AI slowdown.
Microsoft’s blowout Q3 results and $315B in future cloud business crush AI slowdown fears and expose the absurdity of recent data center panic.
Despite media hype, hyperscalers like AWS, Google Cloud, Oracle, and Microsoft are massively investing in AI and cloud infrastructure, not scaling back.
As AI strains global infrastructure, Oracle answers with a nimble, sovereign-ready, multi-cloud approach.
AWS is accelerating AI access by integrating Meta’s powerful Llama 4 models — featuring multimodal capabilities and 10M token context windows — into SageMaker JumpStart.
Oracle hits 101 cloud regions—more than Microsoft, Google, and AWS combined.
Google Cloud’s $32B acquisition of Wiz signals a bold move to lead in AI and multicloud cybersecurity by offering next-gen, preventive security solutions that outpace traditional approaches.
Google Cloud’s acquisition of Wiz positions it as the new leader in cloud and AI security, outpacing Microsoft despite the latter’s higher revenue.
Oracle aims to surpass competitors by offering more cloud regions globally, enhancing flexibility and AI capabilities for customers.
Oracle is rapidly expanding its global cloud regions with a unique strategy focused on flexibility and small, scalable data centers.
Education publisher, hyperscaler extend their partnership to tap into AI for enhanced learning options and opportunities.
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.
ServiceNow is transforming enterprise operations by leveraging its integrated platform and AI-driven solutions to enhance workflow efficiency and deliver customer-centric innovations.
ServiceNow’s innovative approach to AI platforms, agent fulfillment, and strategic partnerships in the cloud comes into clear focus through a conversation with President and COO Amit Zavery.
The latest Cloud Wars rankings show how hyperscalers and application vendors are managing growth and adapting to changing market dynamics.