Oracle and SAP have rebranded themselves as cloud-first AI powerhouses, rivaling Google Cloud’s dominance.
Cloud Wars Microsoft Analysis
The latest Cloud Wars update reveals strong growth across major cloud providers, with shifting dynamics that signal an increasingly competitive and evolving market.
OpenAI’s new deal with Google Cloud signals a strategic shift to diversify compute capacity and ease growing tensions in its complex partnership with Microsoft.
AI agents present opportunities to break down data silos, forecast health events, and develop personalized treatment plans. Such use cases benefit patients, providers, and the entire healthcare ecosystem.
With CEOs leading the charge, AI is redefining how businesses function across all sectors, and Oracle’s market surge is just the beginning of a seismic economic shift.
A wide range of functions in Copilot Control System and related products give admins as well as business leaders strong controls over Copilots, agents, and data.
Microsoft and Gong are integrating AI-driven sales intelligence into Microsoft 365 and Dynamics, enabling sellers to automate workflows, access deep conversation insights, and drive faster, data-informed decisions using Copilot and custom agents.
Microsoft’s new AI safety ranking system aims to boost transparency and trust for developers using Azure’s AI Foundry platform.
Since taking over during the pandemic, Christian Klein led SAP through massive growth, tripling market cap and driving innovation in AI and cloud while advising Europe to partner smartly rather than replicate US tech infrastructure.
Sample app highlights how MCP can equip users with the industry-specific data they require from a diverse set of external tools and systems, working alongside a powerful AI orchestration engine.
SAP is now Europe’s most valuable company, and CEO Christian Klein is leveraging that position to influence broader policy.
Microsoft demos specific Purview functions that customers can tap into in AI use cases so they are protecting critical corporate data assets from both malicious external actors and insider threats.
The Cloud Wars Top 10 have secured $915B in contracted future business, signaling extraordinary long-term demand for cloud and AI services.
Cloud investment momentum continues despite political and economic uncertainties, driven by AI’s transformative promise.
EY’s leaders discuss how their partnership with ServiceNow is transforming compliance and AI deployment across industries like finance and manufacturing.
Once doubted, Oracle’s cloud strategy pays off big as it reports a 41% RPO surge and forecasts FY26 cloud growth over 40%, led by relentless AI infrastructure demand.
With the launch of ASOR and its new Agent Partner Network, Workday is enhancing how organizations integrate and manage AI agents alongside human employees securely and efficiently.
Oracle Cloud Infrastructure revenue surged 62% in Q4, showcasing significant demand growth and validating Oracle’s position as a hyperscaler.
From multi-agent interactions to supply chain vulnerabilities, AI agents introduce a number of potential security risks. A new resource lays out the risks and steps to prevent them, while leaning on red teaming practices.
Microsoft and ServiceNow collaborate to advance AI-powered agent-to-agent communication.