Microsoft’s unprecedented run of cloud growth is beginning to show its limits, and nowhere is this more evident than in the numbers behind the company’s relentless datacenter expansion and massive capital expenditures. Over the last year, Microsoft has poured resources into building out its...
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SAP’s Q2 financial results have ignited a fresh debate across the enterprise-software industry, as a pronounced cooling in SAP's formerly red-hot cloud revenue growth comes paired with continued market leadership that still outpaces rivals by a significant margin. For any organization deeply...
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The rapidly shifting landscape of the enterprise cloud market has never been more fiercely contested. With Amazon Web Services (AWS), Microsoft Azure, Oracle Cloud Infrastructure (OCI), and Google Cloud Platform all battling for dominance, the pipeline war is heating up in ways that could...