Even with $90 billion in Q2 CapEx spending, the major hyperscalers say cloud and AI demand will exceed supply until at least late 2025.
Microsoft
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.
Dr. Patrick McGill of Community Health Network shares AI agent and copilot usage update, approach to change management, and the partners helping to realize $10 million savings goal.
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.
Analysts grilled Jassy on AWS’s relative underperformance — and the numbers don’t lie: rivals are catching up fast.
Despite strong revenue growth, AWS’s positioning in its latest earnings call drew scrutiny, especially when comparing its performance to Microsoft and other hyperscalers, whose cloud businesses are accelerating more rapidly.
With two separate initiatives, Microsoft is bolstering its Defender platform with agentic AI to help security and ops teams combat two high-volume threats that can overwhelm humans.
New research from Microsoft analyzes 200,000 Copilot user conversations to rank jobs by their AI susceptibility. Find out which roles are most likely to be enhanced — or disrupted — by GenAI.
OpenAI will pay Oracle over $82 million daily starting FY28, cementing the largest tech partnership ever and signaling a major realignment away from Microsoft.
In sync with OpenAI’s latest LLM release, Microsoft delivers GPT-5 for Copilot, Copilot Studio, and GitHub Copilot, while advancing GPT-5 usage for security use cases.
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.
Satya Nadella touts Microsoft’s Q4 cloud dominance, declaring MSFT #1 and challenging Google, Oracle, and AWS to compete for second place.
AWS’s strong Q2 results falter when compared to the accelerated AI-driven growth of Microsoft, Google Cloud, and Oracle.
Microsoft, Google Cloud, and Oracle are accelerating cloud growth and capturing more AI-driven business, while AWS lags behind in both pace and market share gains.
The Stargate project, now over 5GW strong, gains speed with Oracle’s massive cloud infrastructure build.
Mason Whitaker, president of Microsoft business apps partner Volt Technologies, shares insights on how Model Context Protocol can streamline work processes, bridging gaps between systems and actions.
Microsoft’s agent and copilot results, including powerful uptake of these AI tools, suggest the strong performance in fiscal 2025 may be just the beginning of what’s to come in 2026.
Microsoft just delivered the greatest quarterly financial results in the history of business — period.
Microsoft Cloud now accounts for 61% of total revenue, with Q4 cloud revenue hitting $47.6 billion, up 27% year-over-year.