Creator of #CloudWars · Keynote speaker · Analyzing and writing about digital business, innovation and strategy
New York and Pittsburgh
Joined April 2009
- Tweets10.3K
- Following8.6K
- Followers14.4K
- Likes1.1K
Pinned Tweet
READY FOR TRIPLE-DIGIT GROWTH?? @PalantirTech (93%), @GoogleCloud (82%), and @Oracle (62%) all accelerating rapidly—will one of them vault over 100% for Q3?
Read more news on the #CloudWars Top 10 → cloudwars.com/cloud-wars-top…
THE MISSION AT @Oracle #AIWORLD: COUNTER DOUBTERS 🔥
To overcome relentless Qs about its $100B+ debt load & negative cash flows, Oracle must continue to out-innovate competitors & maintain triple-digit growth in #AI & #cloud infrastructure.
cloudwars.com/ai/oracles-two…
Yes, @Oracle needs to reassure investors worried about its debt and @LarryEllison's leadership presence. The best way to do that is continuing its innovation blitz and financial growth.
Hear more in today's #CloudWars Minute. cloudwars.com/cloud-wars-min…
1️⃣ #AI accelerates RISE with SAP #cloud migration
2️⃣ It makes the biz case for the SAP suite more attractive
3️⃣ Customers are embracing #BusinessAI platform w/ #RISEwithSAP
cloudwars.com/cloud/saps-top…
SAP BIG Q3 ACCELERATION ❗
Rising growth rates across #cloud revenue, current cloud backlog, and Cloud ERP Suite as @SAP, the category’s fastest-growing vendor, puts the pedal down.
Read more news on the #CloudWars Top 10 → cloudwars.com/cloud-wars-top…
𝗦𝗬𝗠𝗕𝗜𝗢𝗧𝗜𝗖 𝗦𝗨𝗖𝗖𝗘𝗦𝗦 𝗔𝗧 𝗦𝗔𝗣: 𝗖𝗟𝗢𝗨𝗗 & 𝗔𝗜 𝗠𝗢𝗠𝗘𝗡𝗧𝗨𝗠 🔥
@SAP’s #AI-first strategy helped drive 26% #cloud revenue growth, and CEO @ChrstnKlein believes momentum is accelerating.
Get more details in today's #CloudWars Minute. cloudwars.com/cloud-wars-min…
𝗔𝗪𝗦 𝗘𝘅𝗲𝗰 𝗼𝗻 𝘁𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗼𝗳 𝗗𝗮𝘁𝗮𝗯𝗮𝘀𝗲𝘀 & 𝗔𝗴𝗲𝗻𝘁𝗶𝗰 𝗔𝗜 ⚡ Stream a new #CloudWars Live podcast with guest Ganapathy (G2) Krishnamoorthy, VP at #AWS.
"You really need to be truly effortless in terms of managing capacity." cloudwars.com/ai/aws-vp-g2-k…
SAP IS LEAVING ITS RIVALS BEHIND 🚀
I'm seeing something remarkable at @SAP: as the company gets bigger, its cloud growth is accelerating. With Q3 cloud revenue up 26% and backlog rising 28%, Christian Klein's #AI strategy is delivering serious momentum.
cloudwars.com/cloud/sap-q3-c…
ORACLE IS INDUSTRIALIZING #AI ⚡
Oracle's Gary Miller says enterprises are moving beyond AI experimentation to measurable business outcomes.
cloudwars.com/innovation-lea…
SAP'S CLOUD GROWTH IS ACCELERATING 🚀
@SAP Q3 cloud revenue jumped 26% to $7.5 billion, cloud backlog rose 28%, and cloud ERP suite revenue surged 29%. With its ambitious #AI strategy gaining traction, SAP is growing 50%–150% faster than key rivals.
cloudwars.com/cloud-wars-min…
🔒 Chris Leone, EVP of Apps Development, told me that #AI governance is “the most critical thing” for @Oracle’s work with #agenticAI. That's where Fusion Claw comes in.
Catch up on key takeaways from our chat in this quick recap. [Sponsored by Oracle] cloudwars.com/ai/oracles-fus…
Alongside @GoogleDeepMind, @GoogleCloud will give leading European researchers access to its frontier models + $3 million in computing credits, to tackle some of science’s most persistent challenges.
#CloudWars Minute w/ @_allenK cloudwars.com/cloud-wars-min…
WILL AWS OUTGROW MICROSOFT AGAIN?
In Q2, @awscloud grew 37% vs @Microsoft's 27%, huge reversal of 3-year trend. As Q3 numbers roll, look for AWS to maintain momentum!
Read more news on the #CloudWars Top 10 → cloudwars.com/cloud-wars-top…
.@Microsoft's #MAI Transcribe to Streaming, a real-time speech-to-text model (MSFT's first in the streaming transcrip. category), is proving to be incredibly powerful. Tune in to #CloudWars Minute for @_allenK's thoughts on next gen. of conversational AI. cloudwars.com/ai/microsoft-a…
Why Trust Will Determine the Winners of the Personal #AI Revolution
Stream a new episode of #CloudWars Live w/ Christopher @Lochhead. cloudwars.com/ai/why-trust-w…
IT'S ALL ABOUT #AI AT #WDAYRising ⚡
@Workday's #agenticAI blitz is a powerful transition for a company w/ a massive Fortune 500 presence, superb unified data repository, high level of customer trust, & annualized revenue run rate of $10 billion.
cloudwars.com/ai/workday-bet…
THREE BIG MOVES TO MAKE Workday A BIG #AI PLAYER 🔎
Hiring Gerrit Kazmaier from @GoogleCloud, acquiring #Sana, and the return of @AneelB as CEO are all paving the way for @Workday to go all-in on #agenticAI. More in today's #CloudWars Minute. cloudwars.com/cloud-wars-min…
.@ServiceNow's new standalone ITSM offering #Flow isn't just another #AI chatbot. Instead, it turns the service desk itself into an agentic operation, resolving issues & allowing workflow automation with a click. Hear more in #CloudWars Minute w/ @_allenK. cloudwars.com/cloud-wars-min…
GEMINI ENTERPRISE IS ON A TEAR 🔥
500 @googlecloud customers each processed > 1 trillion tokens in the last year. 79% of GC customers are using its #AI products. And more specific outcomes that point to massive momentum, in today's @Cloud Wars news.
cloudwars.com/ai/gemini-ente…
12 MUST-SEE GEMINI ENTERPRISE OUTCOMES 👀
From the US Department of Defense to a large retailer in Mexico, @GoogleCloud customers are winning with #Gemini Enterprise, CEO @ThomasOrTk laid out at their recent event. #CloudWars Minute cloudwars.com/cloud-wars-min…
GEMINI REDEFINES AGENTIC AI ⚡
With the new #Gemini agent, @googlecloud has created a thoroughly modern tool that not only offers personal AI capabilities but also fits elegantly into GC's market-leading enterprise-#AI portfolio.
cloudwars.com/ai/google-clou…
