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.
Cloud
AWS is seeing stronger-than-expected growth in non-AI workloads as enterprises accelerate cloud migrations. Jassy says both core infrastructure and AI services are driving demand, requiring rapid capacity expansion across data centers and power infrastructure.
By combining AWS AI capabilities with NTT DATA’s delivery scale, the partnership accelerates legacy modernization and responsible AI adoption in highly regulated sectors worldwide.
The hyperscalers’ record-breaking CapEx surge reflects real AI demand, not a bubble, as backlog growth across the Cloud Wars Top 10 hits historic highs.
Google Cloud and AWS surpassed Microsoft in Q4 cloud revenue growth, signaling a shift in customer preference and prompting a downgrade of Microsoft to #3 in the Cloud Wars Top 10.
With a 48% Q4 surge, Google Cloud has overtaken Microsoft Cloud in incremental growth, demonstrating strong AI leadership via innovations like Gemini 3 and a future-ready cloud stack.
Google Cloud’s Q4 surge confirms its rise to #1 in Cloud Wars, outpacing Microsoft in growth, momentum, and future-focused AI strategy.
Q4 results show Palantir achieving 73% revenue growth without expanding its sales force, thanks to an outcome-based pricing model few rivals can match.
Palantir stuns the market with 70% Q4 growth and accelerating momentum, signaling a powerful new model for the AI-driven enterprise economy.
SAP’s Q4 results showed powerful cloud momentum, with total cloud backlog up 30% to $88 billion, cloud revenue up 26%, and CEO Christian Klein outlining a five-point growth plan for 2026 and beyond.
TMC and TMG join forces to expand ERP and cloud capabilities, supporting customers with modern data, automation, and AI solutions.
A deeper look at Microsoft’s fiscal Q2 cloud results, unpacking record RPO growth, the massive OpenAI commitment, and what the headline numbers really mean.
AWS announces general availability of its European Sovereign Cloud, expanding EU-only infrastructure while meeting strict data sovereignty requirements.
SAP’s surge to #4 in the Cloud Wars Top 10 reflects breakout growth, a reinvented cloud-first portfolio, and booming customer demand for apps, AI, data, and agents.
Despite record growth, Microsoft lost its #1 cloud ranking due to cybersecurity failures exposed by a federal watchdog report and internal leadership admissions.
AI reaches its full potential when insight, scale, verification, and execution converge into autonomous systems that deliver measurable real-world outcomes.
Legacy tactics are fading as companies like Google Cloud and Palantir redefine what cloud leadership means in 2026.
Major shifts at the top of cloud rankings reflect customer focus, ecosystem strength, and future readiness rather than raw financial performance.
After four years of Microsoft dominance, the Cloud Wars rankings now feature Google Cloud at the top, showcasing a new leader in cloud innovation and enterprise transformation.
Cloud and AI are set to dominate 2026, reshaping industries from automotive to energy, with partnerships like NVIDIA and Mercedes-Benz, and strategic acquisitions like Google’s Intersect defining the next era of digital transformation.