With cloud revenue rivaling AWS and Google Cloud combined, Microsoft silences talk of an AI slowdown.
Cloud Wars Minute
Microsoft’s blowout Q3 results and $315B in future cloud business crush AI slowdown fears and expose the absurdity of recent data center panic.
SAP delivered a standout Q1 performance, with cloud revenue surging 27% and its Cloud ERP suite up 34%, solidifying its lead over enterprise-app rivals.
Copilots fuel collaborative document revisions while relieving email and meeting burdens; IBM drives co-innovation with Microsoft; and Accenture reports billions in GenAI bookings.