At OpenWorld 2019, Larry Ellison talked Oracle relationships with Microsoft and Amazon

Oracle Will Leapfrog Amazon and Get Closer with Microsoft, Larry Ellison Says

September 18, 2019
Outlining two developments that could tip the balance of power in the cloud, Oracle founder Larry Ellison announced this week at OpenWorld that Oracle is expanding its groundbreaking partnership with Microsoft and promised to vault past Amazon in a key infrastructure category.  The broader and deeper relationship between Microsoft—the longtime #1 vendor in my Cloud
Satya Nadella and Rohan Kumar speak about the new Microsoft Azure Cloud limitless database

Satya Nadella Promises ‘Hyperscale Limitless Database’ on Microsoft Azure Cloud

September 10, 2019
Microsoft CEO Satya Nadella posted an intriguing video on LinkedIn this week extolling the virtues of what he called a “hyperscale limitless database” to meet the surging needs of the data-driven economy. I am *clearly* no expert on database technology. But I surmise that the key takeaway of the video from Nadella and corporate VP
Ammirati on Innovation: Every Big Company Needs to be an Entrepreneur

Every Big Company Needs to Be an Entrepreneur | Ammirati on Innovation

September 9, 2019
Each month, “Ammirati on Innovation” episodes will look at ways that the disruptive-startup mentality is spreading beyond young entrepreneurs to big established corporations. Serial entrepreneur, venture capitalist and Carnegie Mellon B-school professor Sean Ammirati, who sits at the intersection of these high-change dynamics, provides insight. Episode 5 In this episode, Sean and I discuss the corporate
Can anyone beat Microsoft in the cloud?

Can Google Cloud Beat Microsoft? Could Salesforce + IBM? Or Amazon + SAP?

September 5, 2019
In the business world, no one owns first place. The best you can get is a lease. And you have to renew it constantly.  So while Microsoft’s enterprise-cloud business has been a runaway success by every measure (it’s likely to hit $50 billion in revenue for its fiscal year ending June 30, 2020), history tells
Microsoft has snagged a huge digital-transformation deal with financial-services giant UBS shortly after Microsoft’s two new Azure cloud regions in Switzerland went live

Microsoft Grabs Huge Cloud Deal with UBS as Azure Expands into Switzerland

August 30, 2019
Expanding locally to help customers transform globally, Microsoft has snagged a huge digital-transformation deal with financial-services giant UBS shortly after Microsoft’s two new Azure cloud regions in Switzerland went live. UBS, the world’s largest wealth manager, and two other big global corporations based in Switzerland—Swiss Re Group and Swisscom—are looking to leverage the in-country cloud
Insights from Satya Nadella and Amy Hood on Microsoft's monster Q4 revenue

Inside Microsoft’s Monster Q4: 10 Big Cloud Numbers

August 12, 2019
To show the magnitude of Microsoft’s latest cloud-revenue performance, I recently offered this broad perspective for the quarter ended June 30: #1 Microsoft Cloud Revenue as Big as Salesforce, SAP, Oracle, IBM Combined. Some additional perspective: the $11 billion in commercial-cloud revenue for Microsoft’s fiscal Q4—traditionally its largest quarter of the year—was more than 30%

How Microsoft, Amazon and Workday Are Driving Machine-Learning Revolution

August 8, 2019
While every tech vendor in the Cloud Wars Top 10 is eagerly exploring the vast potential of machine learning, it was fascinating to see how #1 Microsoft, #2 Amazon and #8 Workday used their latest earnings calls to highlight their broad efforts with a technology that’s rocketed into prominence in the past 18 months. Oracle’s
Ammirati on Innovation: can AI shape the trajectory of humanity?

Can AI “Shape the Trajectory of Humanity?” | Ammirati on Innovation

August 6, 2019
Each month, “Ammirati on Innovation” episodes will look at ways that the disruptive-startup mentality is spreading beyond young entrepreneurs to big established corporations. Serial entrepreneur, venture capitalist and Carnegie Mellon B-school professor Sean Ammirati, who sits at the intersection of these high-change dynamics, provides insight. Episode 4 In this episode, Sean and I discuss Microsoft and
CEO John Donahoe spoke about the ServiceNow Microsoft deals that are driving growth.

ServiceNow Bets Big on Microsoft and Mobile for Next Growth Spurt

August 2, 2019
Having posted $3 billion in revenue for the past 12 months, ServiceNow is banking on some powerful new mobile applications plus a deep new partnership with industry leader Microsoft to trigger its next phase of growth. While CEO John Donahoe cited a number of factors for the company’s sustained performance, I was most interested in

Microsoft’s $1B Bet: “Most Important Technological Development in Human History”

July 31, 2019
If you believe it’s important to dream big dreams, then you gotta love the expectations behind Microsoft’s decision to invest $1 billion with partner OpenAI: to achieve nothing short of “shape the trajectory of humanity.” There’s been a fair amount of chit-chat about the Microsoft-OpenAI partnership to create AGI (artificial general intelligence). But largely overlooked