Oracle’s partnership turns Microsoft into its biggest customer, with a multi-cloud deal, significant investments, and a shared vision for market leadership.
Oracle
ServiceNow claims the top spot as the world’s hottest cloud vendor with a remarkable 27% growth rate, outpacing all the other Cloud Wars Top 10 companies.
ServiceNow, led by CEO Bill McDermott, claims the top spot on the Cloud Wars Growth Chart with a 27% growth rate, outpacing competitors and achieving key milestones in a breakout year, reshaping the cloud landscape.
Andi Gutmans, VP and GM for databases at Google, highlights a surge in customer interest in modernizing their database estates by transitioning from legacy to open-source databases, driven by flexibility and cost benefits.
Oracle experiences a notable slowdown in its cloud growth rate, dropping to 25% in fiscal-Q2 with $4.8 billion in revenue, signaling a shift from previous quarters’ 30% or higher growth.
While Oracle’s cloud growth rate has come back to earth, executives cite “astronomical” demand for infrastructure and generative AI, and the growth figure is likely to be an aberration.
The Cloud Wars Top 10 companies, with a combined market cap exceeding $7 trillion, have experienced a range of performance in 2023, with CEOs including Microsoft’s Satya Nadella and SAP’s Christian Klein standing out.
Insights into the strategies and performances of the Cloud Wars Top 10 top CEOs, highlighting their impact on company growth, innovation, and customer-driven alliances.
A look at Q3 earnings reports from major cloud companies (Workday, Snowflake, Salesforce), emphasizing the consistent surge in customer demand, while noting Salesforce’s CEO, Marc Benioff, skillfully balances cautious language with optimistic insights about AI and enterprise technology trends
Salesforce, the leading global enterprise-apps vendor with fiscal-Q3 revenue of $8.7 billion, faces challenges as it trails competitors in quarterly growth rates.
Salesforce, led by Marc Benioff, has a slow growth rate at 11%, prompting questions about CRM’s relevance and Salesforce’s ability to innovate across various fronts amid changing market dynamics.
Who is the Cloud Wars CEO of the Year? A call to vote for your pick for Cloud Wars CEO of the Year.
Sam Altman’s recent employment shifts between OpenAI and Microsoft triggered a remarkable $100-billion surge in the Cloud Wars Cloud Confidence Index.
The Cloud Confidence Index hits a record $7.2 trillion, reflecting heightened interest in AI-driven innovation, with Sam Altman’s brief move to Microsoft adding intrigue and cementing Microsoft’s dominance in the cloud market.
In the Cloud Wars landscape, Oracle leads with a remarkable 30% growth rate, closely followed by ServiceNow and Microsoft at 27% and 24%, respectively, with Microsoft’s FY24 Q1 standing out as an extraordinary quarter, contributing $6.1 billion in incremental cloud revenue.
In the latest Cloud Wars Minute, Oracle leads the hottest growth companies with a 30% growth rate, hitting $4.6 billion in cloud revenue.
Oracle’s Larry Ellison and Microsoft’s Satya Nadella join forces to reshape the future of cloud and AI.
Oracle’s Larry Ellison and Microsoft’s Satya Nadella are redefining competition and collaboration norms
Many signs points to the likelihood of Microsoft and Oracle extending their flourishing partnership to the use of Oracle’s Cloud for AI inferencing.
The Microsoft-Oracle partnership that’s shaping the future of AI infrastructure and cloud collaboration may well extend to AI training.