Oracle’s Q2 FY2026 shows explosive cloud and AI growth, with RPO rising 433% to $523.3B, signaling unprecedented future demand.
OpenAI
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.
Addressing the rapidly expanding need for agents in software development, OpenAI updates its coding agent with unified versions, platform-specific updates, and more robust code reviews.
Microsoft debuts its first in-house AI models — MAI-Voice-1 and MAI-1-preview — signaling a shift away from OpenAI reliance.
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.
Oracle’s 359% RPO spike to $455B dwarfs competitors, narrowing revenue gaps with hyperscalers.
Oracle’s RPO has skyrocketed 359% to $455B, surpassing Microsoft and reshaping the cloud computing hierarchy.
CEO of Microsoft AI Mustafa Suleyman warns that believing AI is conscious could lead to mental health risks and misguided calls for AI rights.
Models delivering voice and strong instruction-following speak to a strategy of building in-house in addition to partnerships. A call for new talent undescores internal development focus.
Explore how AI copilots, agents, and breakthrough standards like MCP and A2A are redefining work as enterprises shift to AI-first models and human-AI collaboration.
OpenAI will pay Oracle over $82 million daily starting FY28, cementing the largest tech partnership ever and signaling a major realignment away from Microsoft.