Google Cloud is growing significantly faster than Microsoft and AWS, signaling a shift in who’s winning new AI business despite trailing in total revenue.
Google Cloud
At Oracle’s AI World event in Las Vegas, Executive VP Juan Loaiza discusses why databases are more important than ever, because AI is making data accessible in new ways, enabling business users to interact via natural language rather than traditional SQL.
Microsoft Azure’s Q3 share slips as Google Cloud gains momentum in new customer acquisition and market performance.
Google Cloud and Anthropic expand their AI alliance, deploying over one million TPUs to train Claude models. This marks a significant milestone in AI infrastructure and next-gen enterprise solutions.
Despite Oracle’s AI infrastructure play, SAP stays the course with a strong software-first AI strategy, avoiding multibillion-dollar CapEx.
The AWS outage this week could have a devastating impact on Amazon, as it’s already falling behind competitors.
Oracle is aiming for $225B in revenue within five years by leveraging AI, multicloud, and cross-industry ecosystems to transform customers and entire industries.
Oracle’s new CEOs outline a bold AI-driven strategy, positioning the company’s data and infrastructure strengths to lead the next wave of enterprise transformation.
With customer choice, end‑to‑end capabilities, and strong governance, Gemini Enterprise positions Google Cloud as the most complete AI solution for the enterprise.
Google Cloud aims to lead in AI for business via Gemini Enterprise, promising full stack capabilities, choice, rapid deployment, affordable pricing, deep data integration, security, simplified management, and an ecosystem plus Delta team backing.
SAP’s Connect event unveiled a transformative strategy focused on AI, unified data, and personalized assistants to create a truly Intelligent Enterprise.
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.
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.