Highlights from Oracle CEO Safra Catz’s keynote speech at CloudWorld, including discussions with notable customers like Uber and Loblaw about the transformative role of Oracle technology in their businesses.
Oracle’s Larry Ellison and Microsoft’s Satya Nadella announced a groundbreaking partnership that redefines competition and collaboration in the tech industry, with a focus on making customers’ lives easier.
Larry Ellison had an interesting response to a question about the relationship between data gravity and AI during an Oracle earnings call.
IBM introduces watsonx Code Assistant for Z, a generative AI tool aimed at simplifying COBOL code migration, preserving performance and security, and addressing the growing skill gap in maintaining legacy systems.
Oracle is undergoing a paradigm shift as its cloud infrastructure business is rapidly growing and expected to surpass its software-as-a-service (SaaS) business in the near future.
Oracle’s Q1 results show conflicting perspectives, with the company’s leaders optimistic about its future and strong customer demand in its cloud business, while investors are displeased.
IBM and Salesforce collaborate for customer relationship management (CRM), leveraging generative AI to enhance customer experience and productivity.
Oracle is expected to announce strong Q1 earnings results with significant cloud growth, distinguishing itself from other top cloud providers.
Here’s a look into the intense competition between SAP and Salesforce to become the world’s largest applications vendor, highlighting their quarterly, trailing-12-month, and long-term revenue comparisons and the significance of this competition in the evolving cloud market.
Despite Marc Benioff saying the company’s performance is “incredible”, Salesforce’s Q2 growth rates demonstrate otherwise.
Microsoft has launched AIM, a program to help businesses migrate their on-premises applications to the cloud with a focus on AI-guided productivity and competitiveness, in an initiative similar to SAP’s RISE program.
CEO Thomas Kurian discusses how Google Cloud’s Generative AI tools are reshaping business models and sparking expansion opportunities with real-world examples and predictions for the future.
Google Cloud emerges as the preferred choice for over 70% of generative AI startups due to its advanced AI capabilities, reliable infrastructure, and open-source commitment.
Workday experiences positive changes under Co-CEO Carl Eschenbach, delivering strong financial results, growth focus, and improved customer engagement.
New partnership combines Snowflake’s data warehousing platform with Nvidia’s GPUs to help businesses build generative AI applications with their proprietary data.
Microsoft’s cloud success vs. AWS and Google Cloud is driven by its end-to-end portfolio, strategic partnerships, AI initiatives, and impressive scale.
Projected growth rates for the Cloud Wars Top 10 companies in 2023 showcase the sector’s resilience and rapid expansion.
Despite declining growth rates, AWS has plenty going for it including its massive scale, cloud infrastructure leadership, customer focus, and potential in the generative AI market.
Cloud investments are poised for a rebound as Microsoft’s recent Q4 results, and commentary from company leaders, indicate.
The Cloud Confidence Index uses market caps of top 10 cloud companies as a proxy for business leaders’ confidence in their growth, reflecting customer demand and technology trends. The index is up slightly.