After 12 years as CEO, Satya Nadella is delegating major commercial duties and seems poised to transition toward a chairman/CTO role — an Ellison‑style shift.
Google Cloud
AI agents’ ability to complete transactions autonomously could upend online commerce. Google and an impressive array of finance industry partners are stepping up to enable and secure agentic transactions.
Oracle Database proves the “Oracle Killer” crowd wrong yet again, posting surging Q1 cloud growth and unmatched AI-era positioning.
A deep look at AI agent usage by Google Cloud reveals telecom and manufacturing firms setting the pace, while security and customer service use cases are benefiting a range of industries.
Oracle’s multi-cloud database offering is booming, with 1,500% growth as it gains traction with AWS, Microsoft, and Google Cloud partners.
Oracle’s multi-cloud partnerships with AWS, Microsoft, and Google are enabling flexible, customer-first AI strategies.
At Workday Rising 2025, Workday revealed its strategy to redefine ERP for the AI Era: launching agentic AI agents, expanding its data‑cloud offerings with Snowflake, introducing Flex Credits, and deepening ties with Microsoft.
Google Cloud and Revolut are expanding their partnership to enhance global fintech innovation, focusing on AI-driven fraud detection and scalable financial services.
Google Cloud led all major providers with 32% Q2 growth, narrowing the revenue gap with AWS despite its smaller base, fueled by skyrocketing AI demand across industries.
Google Cloud tops cloud market growth at 32%, with Oracle, Microsoft, and others showing strong momentum in Q2.
Oracle’s 359% RPO spike to $455B dwarfs competitors, narrowing revenue gaps with hyperscalers.
The cloud market has reached $1.1T in RPO across four major players, with Oracle leading and Microsoft close behind.
Google Cloud has cut energy consumption for Gemini Apps text prompts by an astonishing 33X and expects to continue making…
Google’s energy-efficient AI models offer hope and direction for the future of compute.
Gemma 3 270M is considered optimal for developers with lightweight infrastructure, strong privacy requirements, or a need to iterate and deploy quickly.
Meta’s new multi-billion-dollar partnership with Google Cloud showcases the intensifying demand for AI infrastructure across hyperscalers.
With a reach into 75% of the Fortune Global 100, NTT DATA brings unparalleled implementation experience to Google Cloud’s AI capabilities.
Even with $90 billion in Q2 CapEx spending, the major hyperscalers say cloud and AI demand will exceed supply until at least late 2025.
Cloud hyperscalers including AWS, Microsoft, Google and Oracle spent nearly $1 billion per day in Q2 2025 on AI infrastructure to meet unprecedented demand, signaling a long-term transformative shift toward AI-powered enterprise.
Oracle and Google Cloud have partnered to deliver Gemini AI models via OCI, accelerating enterprise adoption of generative AI with seamless access and flexible billing.