The Microsoft-Oracle partnership that’s shaping the future of AI infrastructure and cloud collaboration may well extend to AI training.
Cloud Wars Minute
Cloud investments are poised for a rebound as Microsoft’s recent Q4 results, and commentary from company leaders, indicate.
Microsoft is experiencing significant growth in the cloud infrastructure market, particularly in AI workloads, potentially taking market share from AWS, which has seen a decline in its growth rate.
Salesforce’s evolving strategy prioritizes customer-centric innovation, AI integration, and higher profits. It ranks number 8 on the Cloud Wars Top 10.
Generative AI is playing a central role in the powerful growth and earnings being reported by Cloud Wars Top 10 company ServiceNow.
Google Cloud’s latest quarterly results and strong growth validate its elevation to #2 on the Cloud Wars Top 10, while they also highlight its strength in supporting AI customers.
SAP’s new partnership with Bain sets out to transform the world of cloud ERP, addressing the challenges of traditional systems. Where do partners fit in?
Google Cloud and Microsoft’s impressive Q2 growth rates suggest that AWS needs to turn up the heat to keep up in the Cloud Wars.
Bloomberg recently announced that its cloud-based data management solution is now driving a Snowflake-native app.
In order to access its latest innovations, SAP is requiring its 20,000 on-premises customers to move to the cloud. Get more details from SAP’s Q2 earnings.
As a result of its new generative AI capabilities, which are only available in the cloud, SAP is charging customers a 30% premium and grabbing first-mover status.
Google Cloud has announced changes to its pricing model, which includes BigQuery editions. An autoscaling feature matches capacity in real-time to the demands of individual workloads
Will customers go along with Salesforce’s price increases? If they don’t, that creates new opportunities for Oracle and SAP.
An IBM Institute for Business Value study on the state and impact of the generative artificial intelligence (AI) market evaluates the priorities and challenges CEOs face in the age of artificial intelligence.
Bob Evans shares his expectations for Microsoft’s Q4 earnings, in which he predicts Microsoft Cloud revenue will exceed $30 billion.
Oracle leverages generative AI in Oracle Fusion Cloud HCM to boost productivity by enabling automated content generation, intelligent recruiting, and data summarization.
Bob Evans discusses the upcoming release of SAP’s Q2 earnings results and cites five metrics that suggest that the results will be powerful.
Microsoft delivers API that makes quantum computing more accessible to developers, as well as a Copilot that uses natural language to apply quantum to scientific problems.
SAP’s “red-hot” S/4HANA Cloud product holds great significance in the booming cloud ERP market, and Bob Evans explains why.
Oracle founder and chairman Larry Ellison stated on the company’s most recent earnings call that its MySQL Heatwave database is 1,000x faster than AWS Aurora.