Salesforce and SAP are both remaking themselves so that their primary value proposition to customers is all about data and AI-powered innovation–particularly agents–rather than just applications.
Cloud Wars
There’s an AI agent battle shaping up as SAP and Salesforce stake out the most aggressive positions, pivoting away from focus on applications to emphasize data, clouds, and AI.
SAP’s new Business Data Cloud harmonizes enterprise data, fueling AI and redefining enterprise application value.
SAP is shifting from traditional applications to a more integrated platform that supports AI, data, and machine learning.
This report shares insights from top Cloud Wars CEOs on how AI will drive business transformation in 2025, focusing on execution, ROI, and leadership in the cloud.
Google Cloud, SAP, and Oracle shine in the Cloud Wars Top 10, showing impressive growth rates for Q4 2025.
The latest Cloud Wars rankings show how hyperscalers and application vendors are managing growth and adapting to changing market dynamics.
CEO Andy Jassy aims to lead the AI revolution, believing it’s the biggest opportunity since the internet — and he’s backing that up with a $100 billion investment.
AWS plans to outspend Microsoft and Google on AI infrastructure, with a massive $100 billion investment in 2025.
Google Cloud posted impressive 30% Q4 growth but faced a slowdown from the previous quarter.
Google Cloud’s growth slows slightly in Q4, but remains strong, with new customer acquisition and major deals helping drive continued success despite challenges.
A discussion about the potential impact of DeepSeek in the AI market, its cost-efficiency, and how top tech companies like Microsoft, Oracle, and IBM are responding to it.
Despite DeepSeek’s debut triggering a major AI stock selloff, Oracle and Microsoft view its leaner AI model as a positive force accelerating industry innovation.
Philipp Herzig, SAP’s chief AI officer and chief technology officer, discusses AI’s impact on enterprise software, SAP’s partner strategy, and the evolution of its business model.
CEOs praised DeepSeek for challenging the AI industry’s reliance on massive infrastructure, noting that such competition drives innovation and benefits customers.
Following its strongest financial results ever, SAP plans to supercharge AI agents with a new data-cloud offering designed to harmonize structured and unstructured data.
ServiceNow leverages agentic AI to streamline workflows and drive business transformation with intelligent, autonomous agents across industries.
A look at SAP’s upcoming announcement indicates plans for a significant innovation aimed at advancing data management and AI agents.
ServiceNow continues aggressive push, working with partners to develop specializations that will help customers drive results leveraging the latest AI technology.
Salesforce CEO Marc Benioff predicts an AI-powered revolution with “agentic AI,” transforming business operations, reducing costs, and driving unprecedented customer engagement—while signaling a shift toward digital labor over traditional software development.