Palantir storms into the Cloud Wars Top 10 on the back of explosive growth and billion-dollar quarters.
Cloud
Bonnie Tinder previews Oracle AI World and SAP Connect 2024, highlighting major trends including AI agents, industry-specific bundles, and a unified agent marketplace.
Microsoft’s new marketplace supports the scaling of innovation by simplifying access to AI-driven tools and platforms.
AWS and SAP are investing $30B in European cloud infrastructure, but Klein insists smart AI use is Europe’s real path to sovereignty.
SAP CEO Christian Klein calls on Europe to innovate with AI rather than trying to match US hyperscaler infrastructure.
Unlike passive tools, Microsoft’s new AI agent engages silently in meetings, handling logistics like agendas and follow-ups while enhancing collaboration and freeing humans for deeper discussion and creative thinking.
Microsoft is constructing the world’s most powerful AI data center in Wisconsin, intensifying the competition in the booming AI cloud market.
With Larry Ellison’s bold AI vision, Oracle aims to go beyond tech solutions and foster new, profitable relationships across industries by unifying mission-critical data and cloud infrastructure.
Oracle appoints Clay Magouyrk and Mike Sicilia as co-CEOs, marking a bold pivot into AI and cloud-first leadership for its $15B applications business.
Oracle’s multi-cloud partnerships with AWS, Microsoft, and Google are enabling flexible, customer-first AI strategies.
At Workday Rising 2025, Workday revealed its strategy to redefine ERP for the AI Era: launching agentic AI agents, expanding its data‑cloud offerings with Snowflake, introducing Flex Credits, and deepening ties with Microsoft.
Workday, long resistant to ERP, is now embracing it with AI-powered agents, data cloud partnerships, and expanded alliances to reshape enterprise operations.
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.
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.