Analysts grilled Jassy on AWS’s relative underperformance — and the numbers don’t lie: rivals are catching up fast.
infrastructure
The AI Revolution accelerates as OpenAI selects Oracle over Microsoft for a $100B cloud deal, fueling speculation about the future of AI infrastructure and competitive positioning in the Cloud Wars Top 10.
Satya Nadella broke tradition in Microsoft’s Q4 call, directly comparing Microsoft’s AI and cloud capabilities to AWS, Google, and Oracle, citing unmatched scale, speed, and infrastructure capacity.
The Stargate project, now over 5GW strong, gains speed with Oracle’s massive cloud infrastructure build.
Microsoft is partnering with Thailand’s Office of the Council of State to modernize the country’s legal system using AI and cloud technology, helping align Thai laws with OECD standards.
In under a year, AWS and NVIDIA co-engineered a hybrid liquid-air cooling system, showcasing the speed and depth of tech collaboration in the AI era.
Duke Health chief data scientists details core components of governance, as well as work with Avanade, Microsoft, and other vendors to derive maximum advantage from AI technology.
Cycle time, accuracy, cost per successful task completion, and end-user satisfaction are vital metrics that will give visibility into the success of AI projects.
The latest Cloud Wars update reveals strong growth across major cloud providers, with shifting dynamics that signal an increasingly competitive and evolving market.
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.
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.
Oracle Cloud Infrastructure revenue surged 62% in Q4, showcasing significant demand growth and validating Oracle’s position as a hyperscaler.
Security software leader weighs in on agent security considerations, his firm’s partnership with Microsoft for Copilot Studio, and security of emerging agent-to-agent communication protocols MCP and A2A.
Security executive Krista Arndt explains how Security Copilot, agents improve response time to security incidents, accelerate training of new security professionals.
Security executive Krista Arndt explains how Security Copilot, agents improve response time to security incidents, accelerate training of new security professionals.
Microsoft brings Agent2Agent (A2A) to Azure AI Foundry and Copilot Studio, accelerating the era of agentic AI through open protocol interoperability.
Adam Lieberman details AI focus at financial software provider Finastra: enterprise efficiency, devleoper productivity, and client commercialization. He also outlines the firm’s work with Microsoft.
Adam Lieberman details AI focus at financial software provider Finastra: enterprise efficiency, devleoper productivity, and client commercialization. He also outlines the firm’s work with Microsoft.
ServiceNow unveils powerful tools to unify AI agents, workflows, and data across platforms at Knowledge25.
Despite media hype, hyperscalers like AWS, Google Cloud, Oracle, and Microsoft are massively investing in AI and cloud infrastructure, not scaling back.