OpenAI will pay Oracle over $82 million daily starting FY28, cementing the largest tech partnership ever and signaling a major realignment away from Microsoft.
Cloud Wars
Satya Nadella broke tradition in Microsoft’s Q4 call, directly comparing Microsoft’s AI and cloud capabilities to AWS, Google, and Oracle, citing unmatched scale, speed, and infrastructure capacity.
Oracle’s Kris Rice discusses how the company is accelerating AI innovation through the new MCP server, integrating LLMs with enterprise data, and enhancing developer experience across multi-cloud environments.
Satya Nadella touts Microsoft’s Q4 cloud dominance, declaring MSFT #1 and challenging Google, Oracle, and AWS to compete for second place.
In the second significant update since the company launched the agent interoperability spec in April, the company is making it easier for partners to capitalize on key facts of its development platforms and get agents in front into market.
IBM’s latest report warns that as AI adoption accelerates, inadequate security and governance are leaving organizations vulnerable to costly breaches, urging businesses to prioritize AI safeguards alongside innovation.
AWS’s strong Q2 results falter when compared to the accelerated AI-driven growth of Microsoft, Google Cloud, and Oracle.
Microsoft, Google Cloud, and Oracle are accelerating cloud growth and capturing more AI-driven business, while AWS lags behind in both pace and market share gains.
The Stargate project, now over 5GW strong, gains speed with Oracle’s massive cloud infrastructure build.
Microsoft just delivered the greatest quarterly financial results in the history of business — period.
Microsoft Cloud now accounts for 61% of total revenue, with Q4 cloud revenue hitting $47.6 billion, up 27% year-over-year.
As AI reshapes tech priorities, talent wars escalate with massive bonuses, layoffs, and a cultural shift toward innovation.
IBM Power11 redefines enterprise computing with AI-optimized performance, hybrid flexibility, and unmatched reliability.
Bonnie Tinder, CEO of Raven Intelligence, joins Bob Evans to explore how AI is reshaping enterprise consulting — highlighting the fall of traditional models, the rise of nimble firms, and the critical role of transparency in earning client trust.
With record-breaking growth and a visionary message, Bill McDermott positions ServiceNow as the central platform for enterprise AI transformation.
Oracle’s Kim Lynch outlines how the company is accelerating government transformation through AI, cloud, and defense innovations while ensuring security, flexibility, and rapid technology adoption.
ServiceNow positions itself as an AI platform, not an app or infrastructure vendor, per McDermott.
Google Cloud’s explosive Q2 growth in revenue, backlog, and AI momentum positions it as a serious contender to challenge Microsoft’s long-standing dominance in the Cloud Wars.
Google Cloud’s AI-native infrastructure and enterprise partnerships are fueling its fastest growth rate in years.
SAP’s Q2 cloud revenue rose 24% to $6B, marking a slowdown from past quarters but still outperforming major competitors like Oracle and Salesforce.