Strategic federal wins and healthcare momentum underscore Workday’s strong Q3, with AI adoption driving customer expansions and renewed 10-year commitments.
Oracle
CEO Carl Eschenbach says Workday is becoming the “new front door to work” by addressing fragmented systems with AI.
Palantir’s AI-fueled cloud surge in Q3 sets a new precedent, forcing the industry to rethink what hypergrowth looks like at scale.
Palantir surges to the top of the Cloud Wars Growth Chart with 63% growth.
Oracle’s AI Data Platform empowers organizations to drive AI transformation by unifying and leveraging their business data, enabling industry-specific intelligence and automation across Oracle’s extensive application ecosystem.
Mahesh Thiagarajan, Executive Vice President of Oracle Cloud Infrastructure (OCI), discusses Oracle’s vision for fulfilling customer expectations and ambitions in the AI Era.
SAP and Snowflake have teamed up to create a unified platform that simplifies access to AI-ready business data for enterprise innovation.
Oracle is using its multicloud partnerships with Microsoft, Google and AWS to reignite its core database business. It aims to reach $20 billion in revenue within five years by riding the AI inference wave and offering flexible multicloud deployment.
The Microsoft‑Oracle database partnership is generating nearly all of Oracle’s multi‑cloud database growth so far, with Larry Ellison believing AWS and Google Cloud will ramp up soon and drive the next wave of revenue.
Steve Miranda explained how Oracle customers who moved to the cloud are now well‑positioned to exploit AI: consolidating data, using one platform, and getting ready for large‑scale impact.
OpenAI is diversifying its cloud strategy, turning to AWS in addition to Microsoft and Oracle.
AWS hit 20% growth in Q3, but Microsoft, Google Cloud, and Oracle outpaced it in AI-driven revenue and future backlog.
AWS, once the cloud pioneer, is now lagging behind Microsoft, Google, and Oracle in growth and innovation amid the AI Revolution.
Oracle’s cloud strategy blends full-stack engineering with aggressive AI and GPU expansion.
Google Cloud’s 46% Q3 backlog growth and Oracle’s 43% outpaced rivals, signaling rapid momentum shifts in the hyperscaler race.
Google Cloud is growing significantly faster than Microsoft and AWS, signaling a shift in who’s winning new AI business despite trailing in total revenue.
Despite Oracle’s AI infrastructure play, SAP stays the course with a strong software-first AI strategy, avoiding multibillion-dollar CapEx.
Oracle NetSuite’s next evolution brings agentic intelligence to everyday business operations.
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.
SAP’s focus on evolving its cloud ERP and Business Data Cloud platforms is paying off with dramatic Q3 gains.