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 ...

In today’s Cloud Wars AI Minute, I explore the growing security threats facing AI agents and why Microsoft is investing in protecting organizations from emerging attacks. 00:25 — All these different ...

In today’s Cloud Wars Minute, I analyze Microsoft’s ambitious Maia 300 rollout and how owning its own AI chips could give the company greater control over its AI infrastructure, improve efficiency, ...

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

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 ...

Oracle enters AI World with extraordinary cloud momentum and a $664 billion backlog, but mounting debt concerns and questions ...

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

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 ...