AWS is expected to achieve or exceed a 17.2% growth rate in Q2, driven by robust demand for GenAI and its other AI services including Bedrock and SageMaker.
Cloud Wars
AWS anticipates steady Q2 revenue growth driven by AI advancements and increased customer spending, according to Amazon CEO Andy Jassy.
Amazon Bedrock’s rapid adoption by tens of thousands of businesses for generative AI applications underscores AWS’s significant momentum.
AWS’s growth in the cloud computing market includes success with its AI service Bedrock, boasting tens of thousands of customers, and demonstrates its competitive edge against Microsoft with a strong security focus.
Microsoft’s Copilot Plus PC, featuring a built-in neural processing unit (NPU), boosts AI performance on laptops, enabling powerful on-device AI tasks, reducing cloud dependence, and providing features like real-time translation and advanced video conferencing tools.
SAP’s chief partner officer weighs in on co-creation, the AI-driven evolution of the partners ecosystem, as well as trust and cybersecurity considerations as partners engage with customers.
ServiceNow and its ecosystem are leveraging AI and collaborative partnerships to drive transformative business outcomes and customer value.
Oracle and Microsoft have expanded their multi-cloud partnership, offering Oracle’s Autonomous Database on Azure, allowing customers to accelerate the shutdown of outdated data centers and benefit from streamlined cloud migration.
The expanded Oracle-Microsoft multi-cloud partnership now includes the Oracle Autonomous Database, enabling customers to accelerate their transition away from managing their own data centers.
Google Cloud’s Gemini 1.5 model significantly outperforms OpenAI’s GPT in speed, price, and context-window capacity, offering substantial benefits for enterprise applications.
Deloitte’s Asish Ramchandran discusses the company’s expanding partnership with ServiceNow, including the integration of generative AI, industry-specific offerings, and the evolving role of technology in enhancing business outcomes.
Workday explores new avenues for cloud partnerships, emphasizing innovation and customer-centric solutions in the enterprise sector.
Examining the potential — and potential benefits — of Workday striking public cloud deals with Microsoft and Oracle, despite intense rivalries in SaaS applications.
Thomas Saueressig from SAP outlines SAP’s strategy to enhance customer success through integrated cloud solutions, emphasizing AI adoption and strategic partnerships.
A discussion of the new strategic partnership between Google Cloud and Oracle, which brings Oracle databases and applications to Google Cloud.
Google Cloud and Oracle’s multi-cloud partnership brings key benefits including simplified data management, no data-transfer charges, hybrid cloud capabilities, and top-tier cybersecurity.
Microsoft has evolved from pioneering desktop operating systems to leadership in AI, with innovative products and customer-centric strategic partnerships.
Google Cloud and Oracle’s multi-cloud partnership will have a transformational impact on enterprise customers.
Oracle’s Jason Maynard discusses the company’s multi-cloud strategy, AI integrations, and partnerships with Microsoft and Google.
Oracle rises to #3 in Cloud Wars Top 10, surpassing Amazon, propelled by customer-centric innovation and AI prowess in cloud infrastructure.