At Workday Rising 2025, Workday revealed its strategy to redefine ERP for the AI Era: launching agentic AI agents, expanding its data‑cloud offerings with Snowflake, introducing Flex Credits, and deepening ties with Microsoft.
Oracle
Oracle EVP Gary Miller shares how the company is helping customers achieve measurable business outcomes by embedding AI across its stack, aligning partner and customer success, and guiding organizations at every stage of their AI journey.
Google Cloud led all major providers with 32% Q2 growth, narrowing the revenue gap with AWS despite its smaller base, fueled by skyrocketing AI demand across industries.
Google Cloud tops cloud market growth at 32%, with Oracle, Microsoft, and others showing strong momentum in Q2.
Oracle’s 359% RPO spike to $455B dwarfs competitors, narrowing revenue gaps with hyperscalers.
The cloud market has reached $1.1T in RPO across four major players, with Oracle leading and Microsoft close behind.
Oracle’s Q1 results set records, but Ellison is focused on the future, predicting that AI inferencing will automate every major industry process and that Oracle is uniquely positioned to lead.
Oracle’s $455B RPO marks an industry-first, setting the stage for massive cloud infrastructure revenue growth through 2030.
Oracle’s RPO has skyrocketed 359% to $455B, surpassing Microsoft and reshaping the cloud computing hierarchy.
Marc Benioff refutes the “SaaS is dead” narrative with data, biblical wisdom, and a vision of AI-enhanced applications at Salesforce.
Benioff’s pivot to AI and data aims to rejuvenate Salesforce growth and disrupt traditional SaaS boundaries.
CEO Sridhar Ramaswamy confirms AI as Snowflake’s growth engine, influencing 50% of new customers and becoming central to 25% of deployments, while Q2 revenue climbs to $1.09B amid rising competition.
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.
Oracle and Vantage are developing a 1.4GW data center in Texas, bypassing traditional grid delays with gas generators.
Workday delivered 14% growth in subscription revenue in Q2, powered by widespread AI adoption across new and existing customers.
Oracle launches a next-gen, AI-powered cloud-based EHR for ambulatory care, streamlining workflows with voice-first technology, personalized insights, and smart agents to empower clinicians and reduce administrative burdens.
Even with $90 billion in Q2 CapEx spending, the major hyperscalers say cloud and AI demand will exceed supply until at least late 2025.
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.
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.
Oracle delivers powerful AI-ready features while maintaining compliance with global privacy laws through intelligent data distribution across regions.