Despite Oracle’s AI infrastructure play, SAP stays the course with a strong software-first AI strategy, avoiding multibillion-dollar CapEx.
infrastructure
Microsoft’s new licensing deal with Harvard Medical School positions Copilot to lead in healthcare AI by offering more accurate, practitioner-level health insights and reducing reliance on OpenAI.
Fusion AI agents, new AI databases, and massive data centers fuel Oracle’s unprecedented growth outlook.
Oracle customers at AI World emphasized the power of speed and first-mover advantage in adopting AI at scale.
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.
Oracle appoints Clay Magouyrk and Mike Sicilia as co-CEOs, marking a bold pivot into AI and cloud-first leadership for its $15B applications business.
While Microsoft’s investment is a vote of confidence in UK AI leadership, some voices in Europe, including SAP and Siemens CEOs, warn that current EU regulations are leaving the continent behind in AI innovation.
Google Cloud and Revolut are expanding their partnership to enhance global fintech innovation, focusing on AI-driven fraud detection and scalable financial services.
Meta’s new multi-billion-dollar partnership with Google Cloud showcases the intensifying demand for AI infrastructure across hyperscalers.
Oracle delivers powerful AI-ready features while maintaining compliance with global privacy laws through intelligent data distribution across regions.
Analysts grilled Jassy on AWS’s relative underperformance — and the numbers don’t lie: rivals are catching up fast.
Google Cloud and Atlassian announce a multi-year partnership to integrate Gemini models and Vertex AI into Jira, Confluence, and Loom, enhancing productivity, security, and AI-powered workflows.
The AI Revolution accelerates as OpenAI selects Oracle over Microsoft for a $100B cloud deal, fueling speculation about the future of AI infrastructure and competitive positioning in the Cloud Wars Top 10.
Satya Nadella broke tradition in Microsoft’s Q4 call, directly comparing Microsoft’s AI and cloud capabilities to AWS, Google, and Oracle, citing unmatched scale, speed, and infrastructure capacity.
The Stargate project, now over 5GW strong, gains speed with Oracle’s massive cloud infrastructure build.
Amazon’s Bedrock AgentCore offers a full suite of tools designed to streamline the creation, deployment, and scaling of AI agents with enterprise-grade support and seamless integration.
IBM Power11 redefines enterprise computing with AI-optimized performance, hybrid flexibility, and unmatched reliability.
A landmark partnership between Google Cloud and the UK government aims to modernize public services and train 100,000 civil servants in AI and tech by 2030.
Microsoft is partnering with Thailand’s Office of the Council of State to modernize the country’s legal system using AI and cloud technology, helping align Thai laws with OECD standards.