Oracle’s cloud strategy blends full-stack engineering with aggressive AI and GPU expansion.
Cloud Wars
Microsoft’s latest Copilot update introduces text-based interaction with Copilot Vision, expanding beyond voice commands to give users more flexibility and accessibility.
Oracle and Google Cloud are outpacing AWS and Microsoft in RPO/backlog growth, signaling a shift in cloud market leadership focused on future business commitments rather than past revenue.
At Oracle’s AI World event in Las Vegas, Executive VP Juan Loaiza discusses why databases are more important than ever, because AI is making data accessible in new ways, enabling business users to interact via natural language rather than traditional SQL.
Modernization leader cites need for ‘psychological safety’ of employees during AI initiatives, explains how one customer reduced revenue booking time by 75% with AI.
Microsoft has launched new no-code AI agents in 365 Copilot, enabling business users to easily build apps and automate workflows using natural language.
Despite Oracle’s AI infrastructure play, SAP stays the course with a strong software-first AI strategy, avoiding multibillion-dollar CapEx.
Emerging Microsoft AI agents for ERP systems automate core financial processes — such as reconciliation, variance analysis, and reporting — within Dynamics 365 to streamline the record-to-report (R2R) cycle and enhance audit readiness.
AI succeeds when it solves real problems for employees and customers alike.
Mico reacts visually and conversationally in Copilot’s new release, elevating user engagement with adaptive tone and personality.
ServiceNow launches its AI Experience platform to unify data, workflows, and automation across enterprises — driving innovation, reducing technical debt, and building customer trust through open, integrated AI solutions.
Agentforce by Salesforce transforms ITSM with agent-first, conversation-driven support integrated directly into Slack, Teams, and other portals.
The AWS outage this week could have a devastating impact on Amazon, as it’s already falling behind competitors.
The recent outage that AWS experienced could have a significant impact on the company’s reputation, pushing it further behind competitors.
IBM is partnering with Anthropic to integrate its Claude LLM family into IBM’s software products, building out a profitable and extensive portfolio.
Microsoft’s new licensing deal with Harvard Medical School positions Copilot to lead in healthcare AI by offering more accurate, practitioner-level health insights and reducing reliance on OpenAI.
Salesforce has high ambitions for agentic AI and Data Cloud, as the company is making its way into new market categories.
Salesforce highlighted product announcements and expanded partnerships at its Dreamforce event.
Oracle is aiming for $225B in revenue within five years by leveraging AI, multicloud, and cross-industry ecosystems to transform customers and entire industries.
ArcherPoint by Cherry Bekaert’s Greg Kaupp discusses the importnace of AI literacy before applying agents, and how the technologies can drive organizational transformation.