Oracle’s explosive Q3 growth, including a 325% surge in RPO and massive AI infrastructure demand, challenges critics claiming the cloud and AI data center boom is an unsustainable bubble.
Cloud Wars
New AI features deliver notable enhancements to five types of SharePoint content while the UX is refreshed and agentic AI strengthens governance.
Anthropic Claude-powered feature headlines Copilot Wave 3 announcement. Other enhancements include app-native Copilots and the Microsoft 365 E7 ‘Frontier Suite.’
In this episode, Diego Araujo discusses the challenges enterprises face when adopting AI copilots in Dynamics 365 Finance & Operations, emphasizing governance, user adoption, and selecting high-impact use cases that can demonstrate value quickly and overcome skepticism.
ServiceNow introduces the Autonomous Workforce — AI specialists that work alongside humans to run enterprise workflows end-to-end.
Facing unprecedented pressure from customers navigating AI transformation, SAP, Oracle, and Workday are restructuring their sales organizations. Each company is simplifying customer engagement, flattening leadership structures, and aligning sales with services to deliver faster decisions and stronger outcomes.
OpenAI has secured $110 billion in funding from Amazon, NVIDIA, and SoftBank, valuing the company at $730 billion. The investment aims to expand global AI infrastructure, accelerate frontier model development, and scale enterprise and consumer AI adoption worldwide.
As enterprises require AI models to deliver consistent, secure performances on a regular basis, organizations need an AI-ready security foundation that protects their data, meets regulatory demands, and brings order.
Framework lets users and developers bring their own models, supports both A2A and MCP for seamless integration of diverse AI tools, Will Hawkins and Rich Hawkins note.
With only about 15% of consumers using customer-facing AI, grocery retailers are shifting their strategy. Instead of pushing AI directly to shoppers, companies are investing in AI copilots for store associates to drive operational efficiency and better customer service.
Monday’s outage impacting several Claude tools was relatively brief, but it highlights the integral role of AI in modern workflows and the need for robust continuity plans.
Mason Siefert explores how Microsoft is advancing enterprise security from traditional detection to AI-powered investigation and response.
Microsoft has introduced the first fully integrated learning agent for students, shifting AI in education from reactive tutors to proactive guidance. With Understand, Practice, and Study modes, this agent actively structures how students learn.
Salesforce posts 12% Q4 revenue growth and 14% RPO growth, signaling a confident return to high-performance execution.
Returning CEO Aneel Bhusri used Workday’s Q4 earnings call to dismantle claims that AI will replace ERP and HR systems, outlining instead a hybrid future where deterministic enterprise apps and probabilistic AI work together.
The company’s first Autonomous Workforce deliverable is a Level 1 Service Desk AI Specialist that diagnoses and resolves common, low-priority IT support requests.
Alithya’s Chad Weiner breaks down how to move from AI curiosity to real execution using Copilot Studio and Microsoft 365 agents.
Workday’s Q4 call reframed the AI debate, emphasizing that enterprise applications remain essential even as AI accelerates innovation across HR, ERP, and beyond.
New products deliver visibility, governance, and data protection controls over agents built internally as well as those from Microsoft and third parties.
Microsoft unveils new Copilot Studio tools to help enterprises systematically evaluate, govern, and scale AI agents with confidence.