Explosive #AI demand is driving massive #infrastructure deals, like the one @GoogleCloud has just entered into w/ Meta for 6 yrs, reportedly worth over $10 billion. There are a lot of interesting layers to this, as @_allenK reports in #CloudWars Minute. cloudwars.com/cloud-wars-min…

.Snowflake has been a remarkable story of growth & achievement w/ #AI #DataCloud & more. It had a very strong Q2 (prod revenue up 32% to $1.09 billion, its first time topping $1B). But the competition is intensifying. Hear more in #CloudWars Minute. cloudwars.com/cloud-wars-min…

META PICKS GOOGLE CLOUD IN $10B MEGADEAL: The #CloudWars once again spawn fascinating frenemy financials as Meta picks former/kinda-current rival Google for huge $10B deal. Read more news on the Top 10 → cloudwars.com/cloud-wars-top…

"Today, #AI is a core reason why customers are choosing Snowflake, influencing nearly 50% of new logos won in Q2," CEO Sridhar Ramaswamy. On its heels, however, are SAP, Oracle, Microsoft, Palantir, @Databricks, & others. Read more in #CloudWars. cloudwars.com/ai/ai-powering…

.Google says it has achieved a 33x reduction in power consumption for #Gemini #AI apps' text prompts -- remarkable! With a commitment to analysis & data collection across its stack, it's got a great foundation for more changes. More in #CloudWars Minute. cloudwars.com/cloud-wars-min…

In a recent post Google executives wrote: "Our #AI systems are becoming more efficient through research innovations and software and hardware efficiency improvements...." More details in my #CloudWars analysis. cloudwars.com/cloud/ai-wont-…

.ServiceNow is pushing into #CRM & @Salesforce is expanding into IT Service Management), illuminating a trend of #agenticAI triggering new approaches & new competition. Tune in to #CloudWars Minute for more. cloudwars.com/cloud-wars-min…

ORACLE REVVING UP HYPERGROWTH? Three months ago, CEO #SafraCatz said Oracle #cloud growth would soar to 40% and #RPO will grow 100%. Q1 numbers tomorrow—think big! Read more news on the #CloudWars Top 10: cloudwars.com/cloud-wars-top…

.@Salesforce CEO Marc Marc Benioff entered a new argument in the debate b/w #SaaS & #agenticAI, sparked by @SatyaNadella’s Dec. '24 remarks that #AI agents could end SaaS: that's nonsense. Hear my thoughts on his biblical references in #CloudWars Minute. cloudwars.com/cloud-wars-min…

On @Salesforce's Q2 #earningscall last week, CEO #MarcBenioff took great exception to the idea that #SaaS is dying, invoking Matthew 3:12 from the New Testament to buttress his disbelief in that forecast. Read more in today's @Cloud Wars analysis. cloudwars.com/ai/marc-beniof…

.Oracle Q1 Stunner: #RPO for the world’s hottest hyperscaler explodes by 359% to $455 billion! Its remaining performance obligation is now 25% higher than that of Microsoft. Hear more in today's #CloudWars Minute. cloudwars.com/cloud-wars-min…

.Oracle’s $455 billion RPO surge is being driven by @LarryEllison’s bold vision to lead not just in #AI training, but in the even larger market, Ellison says, of AI inferencing. Hear more in today's #CloudWars Minute. cloudwars.com/cloud-wars-min…

As sensational as Oracle's Q1 numbers are, #LarryEllison said its #cloud & #AI biz is just getting started. He spoke of Oracle's powerful position in AI training & inferencing, saying both are "multi-trillion-dollar" markets. Read more in #CloudWars. cloudwars.com/innovation-lea…

In today's Cloud Wars Minute, Kieron Allen spotlights Microsoft's Copilot Studio lite and Copilot Studio full experience. The lite makes it easy for individuals, small teams to create #agents quickly. The full is for enterprise-level development. cloudwars.com/cloud-wars-min…

Looking to the #AI-powered future, #RPO (or backlog) offers a window into the hot companies, who's "on the rise." Oracle is currently far out in the lead of the four hyperscalers, whose combined RPO = $1.1 trillion. Hear more in #CloudWars Minute. cloudwars.com/cloud-wars-min…

ORACLE OCI GROWTH TO HIT 128%: In the next 5 years, Oracle #Cloud Infrastructure will grow 77%, 44%, 128%, 56%, 26% and RPO will climb from $455B to more than $500B, says CEO #SafraCatz. Read more news on the #CloudWars Top 10 → cloudwars.com/cloud-wars-top…

The sheer dollar volumes for Oracle, Microsoft, Google Cloud , and @Amazon's RPOs / backlogs are striking, and there's a lot going on if you read between the lines. Read what I see as four key storylines here in today's #CloudWars News. cloudwars.com/cloud/oracle-b…

#CloudWars Top 10 Growth Chart update: @GoogleCloud has established itself as a very high-flyer, but we're going to see Oracle keep moving up & Microsoft, at the size of its revenue base, to grow 27% is extraordinary. Get more details in today's Minute. cloudwars.com/cloud-wars-min…

In a vibrant Q2 stoked by booming #AI demand, Google Cloud Cloud remained the world's fastest-growing major #cloud vendor as all but one of the #CloudWars Top 10 companies (SAP) reported accelerated growth. cloudwars.com/cloud/google-r…

You know @GoogleCloud, but what about Revolut? This fintech company, started in the UK in 2015, serves 60M people globally; by partnering w/ GC for #AI-enhanced infrastructure, it plans to scale to 100M. Hear more in #CloudWars Minute w/ @_allenK. cloudwars.com/cloud-wars-min…