Oracle’s blowout RPO numbers hint at massive contract-to-revenue transitions.
Cloud
Sam Altman and Larry Ellison, joined by Softbank’s Masayoshi Son, are upending the AI industry with Project Stargate.
Shortly after releasing A2A, Google is accelerating agent development and communications with updated functionality and support from leading software platform providers.
New functionality in Azure AI Foundry, Copilot Studio, and GitHub brings major advances in building and managing AI agents while selecting the optimal model for developer flexibility.
This week’s Build conference featured a new round of AI agent interoperability initiatives from Microsoft, with a particular focus on Model Context Protocol (MCP) and new servers.
At SAP Sapphire, SAP counters the “apps collapse” narrative by asserting that AI agents will enhance enterprise applications.
Microsoft partners with AI software provider Gong to deliver the latter’s sales intelligence directly into customers’ software ecosystem for higher sales performance.
At SAP Sapphire, the company is expected to address five critical issues, including AI’s role in applications, data strategy, and hyperscaler trends, which will determine whether it can sustain its lead as the world’s fastest-growing enterprise software vendor.
Workday rejects the agentic AI hype, instead emphasizing practical business outcomes with its expanding AI portfolio aimed at delivering measurable impact across functions.
Microsoft outlines its vision for building AI-first companies by integrating agentic AI, Copilot, and human collaboration across its business applications suite.
Data.world acquisition, partnerships with key enteprise software players, and wide range of new AI agents enhance the company’s objective to be the core enterprise software platform.
ServiceNow CEO taps into similar perspective as Microsoft CEO on the impact that AI agents will have on enterprise apps.
At ServiceNow Knowledge 25, CEO Bill McDermott commented on the era of agentic AI and how the applications business will be impacted.
Microsoft brings Agent2Agent (A2A) to Azure AI Foundry and Copilot Studio, accelerating the era of agentic AI through open protocol interoperability.
IBM has launched a dedicated Microsoft practice within its consulting arm to help clients accelerate AI-driven digital transformation, reduce costs, and navigate the complexities of enterprise modernization.
ServiceNow CEO Bill McDermott warns of outdated software, urging leaders to embrace agentic AI and transformative platforms to survive and thrive.
ServiceNow unveils powerful tools to unify AI agents, workflows, and data across platforms at Knowledge25.
Despite Microsoft’s dominance in current cloud revenue, Oracle’s 63% RPO growth signals a potential reshaping of the Cloud Wars power dynamic.
Oracle, Microsoft, AWS, and Google reveal surprising shifts in cloud leadership through RPO and backlog growth figures.
With cloud revenue rivaling AWS and Google Cloud combined, Microsoft silences talk of an AI slowdown.