Infor CTO and president of products Soma Somasundaram

Infor Pumping Hundreds of Millions into Industry Cloud Efforts

July 8, 2021
Infor expects to pump hundreds of millions of dollars into its industry-cloud ERP products following the sale of its enterprise-asset management business for about $2.75 billion, including $800 million in cash. Currently #6 on the Industry Cloud Top 10, Infor raised its profile earlier this year when CEO Kevin Samuelson disclosed that its industry-cloud business
Industry Cloud Top 10 rankings for July 2021

Microsoft Jumps to #4 on Industry Cloud Top 10 via AT&T 5G Stunner

July 6, 2021
The world’s largest and most-influential cloud provider is now flexing its muscles in the industry-cloud space so I’ve moved Microsoft up to #4 on my Industry Cloud Top 10 rankings following its acquisition of AT&T’s 5G mobile network. Since I launched the Industry Cloud Top 10 rankings a few months ago, Microsoft has held the
Leaders from Microsoft and AT&T announce their new 5G cloud deal

Microsoft Cuts Loose the Dogs of War in AT&T 5G Cloud Deal

July 1, 2021
Cloaked within Microsoft’s carefully worded press release about AT&T moving its 5G mobile network to the Azure for Operators cloud is the stark reality that one of the world’s wealthiest and most-innovative companies has just become deadly serious about transforming entire industries.  (And I’m referring to Microsoft, not AT&T.) On my weekly Cloud Wars Top
Cover image for Cloud Wars Live podcast episode with Oliver Bussmann

Industry Clouds “Fantastic Opportunity!” | Oliver Bussmann

June 28, 2021
Oliver Bussmann is a world-renowned expert specializing on the intersection of technology and business with particular expertise in financial services, and is now CEO of Bussmann Advisory AG. Having been both a CIO and a COO, Oliver has held senior positions at UBS, SAP, Allianz, Deutsche Bank and IBM. Stream my conversation with Oliver to
Screenshot of Oracle EVP Mike Sicilia explaining industry cloud suites on video

Oracle Challenges SAP, Microsoft, Salesforce over Industry-Cloud Suites

June 25, 2021
As every major SaaS player surges into the red-hot market for industry clouds and industry-specific solutions, Oracle is cranking up the heat by offering complete suites of vertical-market applications. On my weekly Cloud Wars Top 10 rankings, Oracle is #6. But on my Industry Cloud Top 10, Oracle is #3—and this new achievement will likely
Cover image for Cloud Wars Live podcast with Howard Boville of IBM

IBM + SAP: Experience = Speed | Howard Boville, IBM Hybrid Cloud SVP

June 9, 2021
Howard Boville left his job as CTO at Bank of America about a year ago to join IBM as senior VP of hybrid cloud. Boville sat down with Cloud Wars Live to discuss the big changes he’s been driving at IBM Cloud, the booming market for industry clouds that he’s been aggressively championing within IBM
Microsoft corporate VP Alysa Taylor, who heads up a new group created by reorganization

Microsoft Reorganization Merges Data and AI with Apps and Industries

May 28, 2021
Converting technology silos into integrated customer-solution teams, Microsoft has moved its data, AI and mixed-reality businesses into the high-growth Industries and Business Applications unit under corporate VP Alysa Taylor. On my weekly Cloud Wars Top 10 rankings, Microsoft has been #1 for 2-1/2 years. On our new Industry Cloud Top 10, Microsoft is currently #6—but
Cerner logo on a large outdoor sign

Will Salesforce, Oracle & Microsoft Battle to Acquire Cerner for Industry Cloud?

May 26, 2021
As the industry-cloud phenomenon intensifies and the major players hunt for high-potential acquisition targets, healthcare-tech giant Cerner saw its stock jump yesterday amid speculation that Microsoft, Oracle and Google could be pursuing it. I think it would be entirely logical to add Salesforce to that list of big cloud providers that might be interested in
Cloud Wars logo, representing the competition between SAP, Google Cloud and Microsoft

Microsoft, SAP, and Google Cloud: the Bizarre Love Triangle

May 24, 2021
SAP has downgraded longtime strategic ally Microsoft from being its preferred cloud-infrastructure partner, and I’ve seen some speculation that Google Cloud will be the big winner as it swoops in to become SAP’s main squeeze for the tens of billions of dollars in enterprise migrations to the cloud in the coming few years. Okay, maybe.
SAP CEO Christian Klein who recently shared a statement on its new FinTech venture

SAP Goes FinTech with Bold New Approach to Industry Cloud

May 20, 2021
Continuing to prove that the SAP of the R3 past is most definitely not the SAP of the digital future, SAP is revving up its Financial Services industry cloud by partnering with an investment firm that will pump more than $600 million into the joint venture. A few months ago, we saw SAP spin out