Matt Hobbs shares PwC perspective on the need for agentic AI orchestration, how agents can help address technical debt, and continued investment in cloud infrastructure to support AI rollouts.
Cloud
Oracle’s $455B RPO marks an industry-first, setting the stage for massive cloud infrastructure revenue growth through 2030.
Oracle’s RPO has skyrocketed 359% to $455B, surpassing Microsoft and reshaping the cloud computing hierarchy.
Business leaders shouldn’t abandon SaaS in favor of AI agents; the strategic question is how they work together.
Snowflake’s Q2 report shows a 32% jump in revenue and rising AI focus, with 25% of customer use cases AI-driven. Ramaswamy warns of intensifying competition from Databricks, Palantir, and the cloud giants.
Palantir achieved 93% growth in U.S. commercial sales and crossed $1B in revenue.
With support from Australia’s government, Microsoft and FSO are driving AI workforce readiness through a new skills initiative, focusing on practical, job-ready training across industries and educational institutions.
SAP’s planned acquisition of SmartRecruiters adds AI-driven capabilities to its HCM suite, streamlining the entire candidate lifecycle.
Oracle launches a next-gen, AI-powered cloud-based EHR for ambulatory care, streamlining workflows with voice-first technology, personalized insights, and smart agents to empower clinicians and reduce administrative burdens.
Even with $90 billion in Q2 CapEx spending, the major hyperscalers say cloud and AI demand will exceed supply until at least late 2025.
Cloud hyperscalers including AWS, Microsoft, Google and Oracle spent nearly $1 billion per day in Q2 2025 on AI infrastructure to meet unprecedented demand, signaling a long-term transformative shift toward AI-powered enterprise.
Oracle and Google Cloud have partnered to deliver Gemini AI models via OCI, accelerating enterprise adoption of generative AI with seamless access and flexible billing.
Analysts grilled Jassy on AWS’s relative underperformance — and the numbers don’t lie: rivals are catching up fast.
In Q4, Microsoft Azure hit $19B, growing 39% YoY. CEO Satya Nadella cited three drivers: on-prem to cloud migrations, AI workload growth, and rapid scaling of cloud-native e-commerce apps.
The AI Revolution accelerates as OpenAI selects Oracle over Microsoft for a $100B cloud deal, fueling speculation about the future of AI infrastructure and competitive positioning in the Cloud Wars Top 10.
The Stargate project, now over 5GW strong, gains speed with Oracle’s massive cloud infrastructure build.
Cloud infrastructure deals like ServiceNow’s $4.8 billion pledge underline the sector’s massive financial impact.
Microsoft just delivered the greatest quarterly financial results in the history of business — period.
In Q2, IBM showcased how AI is expanding — not replacing — its legacy products, with strong adoption of AI-assisted tools for mainframes.
IBM’s $7.5B AI run rate shows how legacy tech companies can innovate and grow through AI.