Analysts grilled Jassy on AWS’s relative underperformance — and the numbers don’t lie: rivals are catching up fast.
Despite strong revenue growth, AWS’s positioning in its latest earnings call drew scrutiny, especially when comparing its performance to Microsoft and other hyperscalers, whose cloud businesses are accelerating more rapidly.
New research from Microsoft analyzes 200,000 Copilot user conversations to rank jobs by their AI susceptibility. Find out which roles are most likely to be enhanced — or disrupted — by GenAI.
Larry Ellison and Oracle Beat Microsoft for Largest Tech Contract Ever: $100-Billion OpenAI Stargate Deal
OpenAI will pay Oracle over $82 million daily starting FY28, cementing the largest tech partnership ever and signaling a major realignment away from Microsoft.
In sync with OpenAI’s latest LLM release, Microsoft delivers GPT-5 for Copilot, Copilot Studio, and GitHub Copilot, while advancing GPT-5 usage for security use cases.
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.
Satya Nadella touts Microsoft’s Q4 cloud dominance, declaring MSFT #1 and challenging Google, Oracle, and AWS to compete for second place.
AWS’s strong Q2 results falter when compared to the accelerated AI-driven growth of Microsoft, Google Cloud, and Oracle.
Microsoft, Google Cloud, and Oracle are accelerating cloud growth and capturing more AI-driven business, while AWS lags behind in both pace and market share gains.
The Stargate project, now over 5GW strong, gains speed with Oracle’s massive cloud infrastructure build.
AI Agent & Copilot Podcast: Volt Technologies’ Mason Whitaker on Partner Opportunities With MCP
Mason Whitaker, president of Microsoft business apps partner Volt Technologies, shares insights on how Model Context Protocol can streamline work processes, bridging gaps between systems and actions.
Microsoft’s agent and copilot results, including powerful uptake of these AI tools, suggest the strong performance in fiscal 2025 may be just the beginning of what’s to come in 2026.
Microsoft just delivered the greatest quarterly financial results in the history of business — period.
Microsoft Cloud now accounts for 61% of total revenue, with Q4 cloud revenue hitting $47.6 billion, up 27% year-over-year.
As AI reshapes tech priorities, talent wars escalate with massive bonuses, layoffs, and a cultural shift toward innovation.
Microsoft pledges billions in investment to support AI education and research to drive skills, readiness, and global reach with the rapidly advancing technology.
Google Cloud’s explosive Q2 growth in revenue, backlog, and AI momentum positions it as a serious contender to challenge Microsoft’s long-standing dominance in the Cloud Wars.
Google Cloud’s AI-native infrastructure and enterprise partnerships are fueling its fastest growth rate in years.
Vendor-agnostic AI agent orchestration platform gains AWS-centric functionality and consulting firm indicates similar integrations wll be offered for other hyperscalers.
Oracle emphasizes breadth of services, while Google Cloud focuses on future-ready, data-centric platforms.
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.
Mateusz Łukowiec shares how Executive Automats by XPLUS is delivering its security solutions to Microsoft customers and partners, and how the company is using AI in its offerings.
Latest wave of AI-powered security features bring Copilot functionality directly into Intune and Entra, while new tools and agents optimize access and capacity controls.
Oracle reignites the Cloud Wars with bold claims on unmatched AI deployment flexibility, prompting rivals to redefine what cloud leadership really means.
Biz Apps Partner Podcast: Microsoft’s Olga Karpman on ISV Opportunities in Biz Apps, AI Momentum, Ecosystem Growth
Microsoft’s Olga Karpman shares insights on her work with ISV partners, ecosystem growth, AI momentum, and how new technologies like the MCP Server enable new opportunities.
SPS Commerce’s Karen Brudvig tells Joe Corigliano what attendees of the Biz Apps Partner Executive Summit can expect from the organization and what she’s looking forward to at the event.

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AI Partner Executive Podcast: Partner Enablement Workshop Speakers Define Marketing Track Sessions
Partner Enablement Workshop speakers Rachel Profitt, Sam Bush, and Marie Wiese share details on their sessions at the upcoming event.













