With cloud revenue rivaling AWS and Google Cloud combined, Microsoft silences talk of an AI slowdown.
AWS
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.
CEO Andy Jassy aims to lead the AI revolution, believing it’s the biggest opportunity since the internet — and he’s backing that up with a $100 billion investment.
AWS plans to outspend Microsoft and Google on AI infrastructure, with a massive $100 billion investment in 2025.
Snowflake is among the first companies to embrace DeepSeek-R1, offering customers the opportunity to request access through Cortex AI while emphasizing governance measures.
Google Cloud posted impressive 30% Q4 growth but faced a slowdown from the previous quarter.
Google Cloud’s growth slows slightly in Q4, but remains strong, with new customer acquisition and major deals helping drive continued success despite challenges.