Despite Oracle’s AI infrastructure play, SAP stays the course with a strong software-first AI strategy, avoiding multibillion-dollar CapEx.
Salesforce
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.
Agentforce by Salesforce transforms ITSM with agent-first, conversation-driven support integrated directly into Slack, Teams, and other portals.
Salesforce has high ambitions for agentic AI and Data Cloud, as the company is making its way into new market categories.
Salesforce highlighted product announcements and expanded partnerships at its Dreamforce event.
SAP’s Connect event unveiled a transformative strategy focused on AI, unified data, and personalized assistants to create a truly Intelligent Enterprise.
Salesforce data shows financial services, retail, and hospitality leading in AI agent deployment, driving major operational efficiencies.
At Workday Rising, the company announced new ERP innovations and partnerships with Microsoft, Salesforce, Snowflake, and Databricks.
At Workday Rising, Gerrit Kazmaier emphasized how “ERP for the AI era” means rethinking legacy ERP: moving from function‑oriented systems to AI‑embedded workflows, experience layers like Sana, and purpose‑built agents that align with business context.
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.
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.
Marc Benioff refutes the “SaaS is dead” narrative with data, biblical wisdom, and a vision of AI-enhanced applications at Salesforce.
Business leaders shouldn’t abandon SaaS in favor of AI agents; the strategic question is how they work together.
Benioff’s pivot to AI and data aims to rejuvenate Salesforce growth and disrupt traditional SaaS boundaries.
Agentic AI is driving ServiceNow and Salesforce to expand beyond their traditional domains of ITSM and CRM.
Salesforce launches Agentforce for the Public Sector, delivering compliant AI agents tailored to government needs.
Salesforce and ServiceNow are each investing $750M in Genesys, strengthening partnerships to deliver AI-powered, orchestrated customer experiences.
Amazon’s Bedrock AgentCore offers a full suite of tools designed to streamline the creation, deployment, and scaling of AI agents with enterprise-grade support and seamless integration.
Google Cloud’s AI-native infrastructure and enterprise partnerships are fueling its fastest growth rate in years.