Google Cloud’s AI-native infrastructure and enterprise partnerships are fueling its fastest growth rate in years.
SAP
Veteran tech giants prove resilience and innovation still win, matching the market power of cloud-native disruptors.
Despite their age, legacy companies like Microsoft, Oracle, SAP, and IBM match the market value of newer cloud-native leaders, proving the power of incumbency in the cloud and AI era.
The Cloud Wars Top 10 have surged past a $10 trillion market cap, reflecting unprecedented business confidence in the AI- and cloud-powered future.
Oracle and SAP have rebranded themselves as cloud-first AI powerhouses, rivaling Google Cloud’s dominance.
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.
SAP is now Europe’s most valuable company, and CEO Christian Klein is leveraging that position to influence broader policy.
The Cloud Wars Top 10 have secured $915B in contracted future business, signaling extraordinary long-term demand for cloud and AI services.
Cloud investment momentum continues despite political and economic uncertainties, driven by AI’s transformative promise.
EY’s leaders discuss how their partnership with ServiceNow is transforming compliance and AI deployment across industries like finance and manufacturing.
Shortly after releasing A2A, Google is accelerating agent development and communications with updated functionality and support from leading software platform providers.
At SAP Sapphire, SAP counters the “apps collapse” narrative by asserting that AI agents will enhance enterprise applications.
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.
Workday rejects the agentic AI hype, instead emphasizing practical business outcomes with its expanding AI portfolio aimed at delivering measurable impact across functions.
ServiceNow CEO Bill McDermott warns of outdated software, urging leaders to embrace agentic AI and transformative platforms to survive and thrive.
SAP dominates the enterprise cloud race in Q1, outperforming rivals with rapid growth in cloud and ERP revenue.