The state of the top five enterprise apps vendors — SAP, Microsoft, Workday, Salesforce, and Oracle — based on current growth rates, plus insight into their futures.
infrastructure
Oracle’s rapid cloud infrastructure growth, driven by high demand for AI services and a lucrative multi-cloud partnership with Google Cloud, is constrained by its ability to expand data center capacity,
With an expected 29% growth rate, Oracle would outpace Google Cloud as the fastest-growing cloud provider, driven by strategic innovations in infrastructure, databases, and enterprise applications.
A look at the reasons behind Oracle’s forecasted 29% cloud growth and its implications for the future.
An in-depth look at current AI job profiles, delineating their functions and contributions across distinct departments within the AI realm. The breadth of roles speaks to the skills needed to secure and maintain employment in the AI era.
AWS demonstrates strong Q1 performance with 17% revenue growth, surpassing $25 billion, and embracing AI opportunities, signaling a promising trajectory under CEO Andy Jassy’s leadership.
Aviatrix addresses the challenges of a modern cloud environment, offering simplification, automation, performance optimization, cost efficiency, and enhanced security.
Oracle Cloud Infrastructure’s revenue surge is fueled by its unique blend of AI capabilities, deployment flexibility, and multi-cloud leadership.
An exploration of Oracle’s infrastructure business, detailing its growth, competitive landscape, and strategic shifts as well as AI’s role.
Microsoft AI is opening a new hub in London devoted to AI research and development.
While Microsoft plans a $100-billion data center with OpenAI, Oracle diverges by favoring numerous small data centers worldwide.
Orange and Google Cloud accomplished a remarkable milestone by transitioning an AI project from pilot to production in just four weeks, setting new standards for project timelines.
Google Cloud Next reveals CEO Kurian’s vision for advancing AI integration across its strategic clouds, driving transformative business outcomes for customers.
With Wiz CNAPP, CISOs embark on a new era of cloud security, leveraging integrated solutions to simplify operations and bolster defenses.
Amazon secures a major deal with Anthropic, investing $4 billion to solidify AWS as the primary cloud provider for critical AI workloads, and amplifying its competitive edge against industry rivals.
SAP intensifies focus on data with GenAI capabilities in Datasphere, refraining from “data cloud” terminology despite potential customer alignment.
Oracle announces 40 AI deals totaling $1 billion and strong Q3 cloud growth at 25% to $5.1 billion as well as reveals plans for the world’s largest AI data center.
Oracle reported strong Q3 results with $5.1 billion in total cloud revenue, up 25%, but acknowledged falling short of meeting customer demand due to data-center capacity constraints.
Oracle is expected to deliver a 51% increase in Q3 cloud-infrastructure revenue, underlining its prowess in attracting major clients and reshaping industry dynamics.
Insights into Oracle’s fiscal Q3 results, which are likely to reveal remarkable growth for Oracle Cloud Infrastructure (OCI).