SAP is pulling far ahead of its rivals as the enterprise-apps market shifts toward agentic AI, posting growth rates more than double those of Oracle and Salesforce.
Oracle
SAP’s focus on evolving its cloud ERP and Business Data Cloud platforms is paying off with dramatic Q3 gains.
The AWS outage this week could have a devastating impact on Amazon, as it’s already falling behind competitors.
Oracle is aiming for $225B in revenue within five years by leveraging AI, multicloud, and cross-industry ecosystems to transform customers and entire industries.
Fusion AI agents, new AI databases, and massive data centers fuel Oracle’s unprecedented growth outlook.
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.
Oracle customers at AI World emphasized the power of speed and first-mover advantage in adopting AI at scale.
Microsoft expands Azure AI Foundry with new OpenAI models — GPT-image-1-mini, GPT-realtime-mini, GPT-audio-mini, and GPT-5 — unlocking advanced multimodal capabilities in text, image, and audio for developers.
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.
Oracle’s shift from CloudWorld to AI World marks a bold leap into enterprise AI, delivering 600+ intelligent agents powered by OCI for transformative business impact.
With Oracle AI World in action this week, expect the unexpected from Larry Ellison and the company’s two new CEOs.
Expect the unexpected from Larry Ellison at this year’s Oracle AI World as he has made remarkable moves over the past few years.
After 12 years as CEO, Satya Nadella is delegating major commercial duties and seems poised to transition toward a chairman/CTO role — an Ellison‑style shift.
Bonnie Tinder previews Oracle AI World and SAP Connect 2024, highlighting major trends including AI agents, industry-specific bundles, and a unified agent marketplace.
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.
With Larry Ellison’s bold AI vision, Oracle aims to go beyond tech solutions and foster new, profitable relationships across industries by unifying mission-critical data and cloud infrastructure.
Oracle’s leadership shakeup spotlights a bold growth formula — AI plus OCI plus industry expertise — aimed at forging cross-industry ecosystems and reshaping how enterprises create value.