Hyperscalers are facing soaring AI demand, with Microsoft, Oracle, AWS, and Google Cloud reporting a massive $1.63 trillion backlog in contracted business not yet recognized as revenue.
OpenAI
Microsoft’s Q2 future cloud commitments hit $625B, driven by a $281B deal with OpenAI, reflecting massive AI-powered growth.
A deeper look at Microsoft’s fiscal Q2 cloud results, unpacking record RPO growth, the massive OpenAI commitment, and what the headline numbers really mean.
OpenAI launches ChatGPT Health, a secure, expert-reviewed platform offering users reliable AI support for health queries, prioritizing safety, privacy, and transparency.
AWS tumbles to #7 as SAP climbs and Palantir rockets up the Cloud Wars rankings, reflecting shifting dynamics in the enterprise AI race.
Legacy tactics are fading as companies like Google Cloud and Palantir redefine what cloud leadership means in 2026.
Google Cloud is now the top-ranked cloud and AI provider, surpassing Microsoft and Oracle, thanks to bold leadership from CEO Thomas Kurian and a relentless focus on customer success in the AI economy.
Major shifts at the top of cloud rankings reflect customer focus, ecosystem strength, and future readiness rather than raw financial performance.
GPT-5.2 is now live in Microsoft Foundry, empowering developers with smarter, more reliable AI agents and scalable outputs.
Oracle’s Q2 FY2026 shows explosive cloud and AI growth, with RPO rising 433% to $523.3B, signaling unprecedented future demand.
AWS is investing $50 billion to expand AI and supercomputing infrastructure for U.S. government agencies, accelerating cloud innovation.
OpenAI is diversifying its cloud strategy, turning to AWS in addition to Microsoft and Oracle.
Despite Oracle’s AI infrastructure play, SAP stays the course with a strong software-first AI strategy, avoiding multibillion-dollar CapEx.
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.
Salesforce has high ambitions for agentic AI and Data Cloud, as the company is making its way into new market categories.
Oracle aims for $225 billion in revenue by FY 2030, led by surging OCI growth, AI-database innovation, and expanding multi-cloud dominance.
OpenAI, Oracle, and SoftBank expand the Stargate AI project with five new U.S. data centers, boosting U.S. capacity by 7GW and reinforcing America’s lead in the global AI race.
SAP CEO Christian Klein calls on Europe to innovate with AI rather than trying to match US hyperscaler infrastructure.
Microsoft announces the world’s most powerful AI data center in Wisconsin as Oracle, OpenAI, and SoftBank reveal plans for $400B+ AI infrastructure under the Stargate project.
Microsoft is constructing the world’s most powerful AI data center in Wisconsin, intensifying the competition in the booming AI cloud market.