Even with $90 billion in Q2 CapEx spending, the major hyperscalers say cloud and AI demand will exceed supply until at least late 2025.
AWS
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.
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.
Microsoft just delivered the greatest quarterly financial results in the history of business — period.
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.
Oracle reignites the Cloud Wars with bold claims on unmatched AI deployment flexibility, prompting rivals to redefine what cloud leadership really means.
Oracle claims unmatched cloud capabilities—Google Cloud pushes back in a major way. The hyperscaler debate heats up as customers seek clarity on what really matters.
Nicus helps large enterprises connect technology costs to business value through AI-powered analytics.
The latest Cloud Wars update reveals strong growth across major cloud providers, with shifting dynamics that signal an increasingly competitive and evolving market.
Since taking over during the pandemic, Christian Klein led SAP through massive growth, tripling market cap and driving innovation in AI and cloud while advising Europe to partner smartly rather than replicate US tech infrastructure.
The Cloud Wars Top 10 have secured $915B in contracted future business, signaling extraordinary long-term demand for cloud and AI services.
With the launch of ASOR and its new Agent Partner Network, Workday is enhancing how organizations integrate and manage AI agents alongside human employees securely and efficiently.
Oracle’s blowout RPO numbers hint at massive contract-to-revenue transitions.
At SAP Sapphire, the company is expected to address five critical issues, including AI’s role in applications, data strategy, and hyperscaler trends, which will determine whether it can sustain its lead as the world’s fastest-growing enterprise software vendor.
Despite Microsoft’s dominance in current cloud revenue, Oracle’s 63% RPO growth signals a potential reshaping of the Cloud Wars power dynamic.
Oracle, Microsoft, AWS, and Google reveal surprising shifts in cloud leadership through RPO and backlog growth figures.
With cloud revenue rivaling AWS and Google Cloud combined, Microsoft silences talk of an AI slowdown.