Oracle’s Q3 results showed a 63% surge in remaining performance obligations (RPO) to $130 billion, driven by strong cloud infrastructure growth and major contract signings.
Cloud
SAP Business Network integrates directly with companies’ ERP systems to optimize visibility and supply chain resiliency in businesses that have been subject to many disruptions in recent years.
Tech companies are embracing “promiscuous partnerships” as AI-driven customer demands reshape traditional alliances, with Snowflake now eyeing a deeper collaboration with SAP after its recent Databricks deal.
Salesforce and ServiceNow intensify competition by expanding into each other’s core markets, focusing on AI agents and integration.
Salesforce’s Q4 results highlight significant growth in its AI-driven products, with strong future potential as indicated by an 11% increase in Remaining Performance Obligation (RPO), driven by its Data Cloud and Agentforce solutions.
Google Cloud and Salesforce have expanded their partnership to deliver AI-driven offerings, reflecting a strategic trend among top cloud vendors to accelerate business transformation through collaboration.
ServiceNow is transforming enterprise operations by leveraging its integrated platform and AI-driven solutions to enhance workflow efficiency and deliver customer-centric innovations.
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 posted impressive 30% Q4 growth but faced a slowdown from the previous quarter.
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.
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.
Marc Benioff describes how AI-driven “agentic” technology will enhance business operations, reduce costs, and shift focus toward digital labor over traditional software development.
SAP’s Q4 and full-year 2024 results showcase remarkable growth, with cloud ERP revenue up 35%, a 43% increase in cloud backlog, and cloud now accounting for 50% of total revenue.
The Stargate Project, under Larry Ellison’s leadership, is set to push the boundaries of AI and technology, with ambitious goals like developing cancer vaccines in just 48 hours.
AI has the transformative potential to reshape industries, address complex challenges like cancer research, and usher in a new era of innovation and possibility.
Software giant demonstrates commitment and leadership when it comes to preventing the misuse of AI and supporting recent safety initiatives.
SAP CEO Christian Klein discusses how the company is evolving to meet customer demands for business transformation through its integrated cloud ERP suites and AI-powered agents in 2025.