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.
Oracle
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.
Microsoft debuts its first in-house AI models — MAI-Voice-1 and MAI-1-preview — signaling a shift away from OpenAI reliance.
Oracle appoints Clay Magouyrk and Mike Sicilia as co-CEOs, marking a bold pivot into AI and cloud-first leadership for its $15B applications business.
Oracle is shifting its leadership: Safra Catz will become executive vice chairman, while Clay Magouyrk (infrastructure) and Mike Sicilia (industry apps) take over as co‑CEOs, chosen by Larry Ellison to execute his integrated hardware + software vision in the AI era.
Oracle’s latest AI agents focus on actionable intelligence and embedded design, enabling HR professionals to make faster decisions and employees to enjoy a smoother workplace journey.
Oracle’s multi-cloud database offering is booming, with 1,500% growth as it gains traction with AWS, Microsoft, and Google Cloud partners.
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 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.