With $664 billion in remaining performance obligations and a fiscal 2027 revenue forecast of $90 billion, Oracle is ...

Oracle's AI World announcements span Google's TPU chips, Snowflake data integration, OpenAI technologies, security ...

State and federal agencies collaborate with AI leader to optimize skills, connectors, and agents for government agencies and ...

Oracle is expanding its partner ecosystem through a $1 billion investment supporting AI development, cloud migrations, ...

SAP CEO Christian Klein explains how AI drove 26% cloud revenue growth and 28% backlog expansion through RISE with SAP, ...

AI agent security is emerging as a major enterprise challenge as Microsoft strengthens its defenses against breaches, unauthorized access, and the growing financial risks of hijacked AI accounts.

In today’s Cloud Wars Minute, I discuss why Oracle must continue delivering innovation and financial growth while reassuring investors about its debt and Larry Ellison’s leadership presence. 00:49 — ...

In today’s Cloud Wars AI Minute, I break down Nscale’s rapid shift from Bitcoin mining to AI data centers and why its enormous contracted backlog raises important questions about the risks and ...

Microsoft has upped the stakes in its ambitious AI model development program. According to Mustafa Suleyman, CEO of Microsoft AI, the company’s latest model outperforms the base model behind OpenAI’s ...

In today’s Cloud Wars Minute, I examine how SAP’s AI-first strategy helped drive 26% cloud revenue growth and why Christian Klein believes the momentum is accelerating. 00:01 — We had some interesting ...

In today’s Cloud Wars AI Minute, I examine how GitHub Copilot squads and Claude Code agent teams are changing the way AI agents communicate, collaborate, and solve complex problems. 00:12— And today, ...