Microsoft debuts its first in-house AI models — MAI-Voice-1 and MAI-1-preview — signaling a shift away from OpenAI reliance.
Oracle
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.
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.