Oracle and SAP have rebranded themselves as cloud-first AI powerhouses, rivaling Google Cloud’s dominance.
Earnings Call
Once doubted, Oracle’s cloud strategy pays off big as it reports a 41% RPO surge and forecasts FY26 cloud growth over 40%, led by relentless AI infrastructure demand.
Oracle’s Q4 results stunned the market, with Safra Catz projecting $35B in cloud revenue and 100% RPO growth in FY26.
Snowflake doubles down on AI and data integration with sweeping new product launches to drive enterprise-wide AI adoption and long-term growth.
Despite media hype, hyperscalers like AWS, Google Cloud, Oracle, and Microsoft are massively investing in AI and cloud infrastructure, not scaling back.
Google Cloud’s Q1 growth slowed slightly due to data center capacity limits, but Alphabet is investing $75 billion to expand infrastructure and sustain its leadership in the cloud market.
Oracle aims to surpass competitors by offering more cloud regions globally, enhancing flexibility and AI capabilities for customers.
Strategic innovation and unmatched multicloud deals powered Oracle’s dramatic 63% RPO growth, establishing it as a formidable force in the cloud infrastructure market.
Snowflake is entering a data partnership with SAP, following Databricks, as Cloud Wars Top 10 companies respond to customers’ need to prioritize AI-driven data strategies.
Salesforce and ServiceNow intensify competition by expanding into each other’s core markets, focusing on AI agents and integration.
Salesforce forecasts FY ’26 revenue growth of 7% to 8%, with AI and Data Cloud offsetting weaker segments.
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.
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.
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.
A look at SAP’s upcoming announcement indicates plans for a significant innovation aimed at advancing data management and AI agents.
AI-driven applications suites are transforming enterprise efficiency, innovation, and integration.
The Suite Wars intensify as major apps vendors focus on AI, integration, employee experience, security, and industry-specific solutions.
Oracle’s cloud database growth is surging as it partners with Microsoft, Google, and AWS, offering faster, more affordable migrations and AI-powered solutions.