AI and Copilots
Welcome to the Acceleration Economy AI Index, a weekly segment where we cover the most important recent news in AI innovation, funding, and solutions in under 10 minutes. Our goal is to get you up to speed – the same speed AI innovation is taking place nowadays – and prepare you for that upcoming customer call, board meeting, or conversation with your colleague.
Cybersecurity
The practice of defending computers, servers, mobile devices, electronic systems, networks, and data from malicious attacks.
Google Cloud
- Cloud Revenue (as of 12/31/2025): $17.7B
- Cloud Services: SaaS, PaaS, IaaS
- CEO: Thomas Kurian
Recent Articles
- Oracle Surges to #1 in AI and Cloud Backlog, Leapfrogging Microsoft
- Oracle AI/Cloud Pipeline World's Largest, Topping Microsoft's
- Google Cloud, Oracle Once Again Lead Hyperscaler Innovation
Oracle
- Cloud Revenue (as of 02/28/2026): $8.9B
- Cloud Services: SaaS, PaaS, IaaS
- CEO: Clay Magouyrk and Mike Sicilia
Recent Articles
- Oracle Surges to #1 in AI and Cloud Backlog, Leapfrogging Microsoft
- Oracle AI/Cloud Pipeline World's Largest, Topping Microsoft's
- Oracle Q4 Blowout Led by Backlog Growth of 363% to $638 Billion
Microsoft
- Cloud Revenue (as of 12/31/2025): $51.1B
- Cloud Services: SaaS, PaaS, IaaS
- CEO: Satya Nadella
Recent Articles
- Oracle Surges to #1 in AI and Cloud Backlog, Leapfrogging Microsoft
- Event Moment: James Oleinik on Scaling Enterprise AI with Guardrails and Business-Led Innovation
- Oracle AI/Cloud Pipeline World's Largest, Topping Microsoft's
SAP
- Cloud Revenue (as of 12/31/2025): $6.6B
- Cloud Services: SaaS, PaaS
- CEO: Christian Klein
Recent Articles
- SAP’s Jan Gilg Explains Why Trust Will Determine the Future of Enterprise AI
- SAP Autonomous Suite: Insights from Jan Gilg, Pres. for Customer Success
- Workday Strong Q1 and the Wisdom of CEO Aneel Bhusri
Palantir
- Cloud Revenue (as of 12/31/2025): $1.4B
- Cloud Services: SaaS
- CEO: Alex Karp
Recent Articles
- Inside Palantir's 70% Q1 Surge + SAP Partnership
- Palantir's Chad Wahlquist: AI Agents Are Compressing Months Into Days
- At SAP and Palantir, Agentic AI Making 'Software' Obsolete
ServiceNow
- Cloud Revenue (as of 12/31/2025): $3.4B
- Cloud Services: SaaS, PaaS
- CEO: Bill McDermott
Recent Articles
- Bill McDermott Targets 5 Hypergrowth Opportunities for 'AI-Native' ServiceNow
- Bill McDermott Aims 'AI-Native' ServiceNow at 5 Hypergrowth Markets
- ServiceNow Project Arc Signals the Enterprise Shift Toward Governed Agentic Work
Amazon
- Cloud Revenue (as of 12/31/2025): $35.6B
- Cloud Services: PaaS, IaaS
- CEO: Andy Jassy
Recent Articles
- Hyperscaler Backlog Soars to $2 Trillion: Greatest Growth Market World Has Ever Known!
- Hyperscaler Q1 Preview: Google Cloud Will Keep Outgunning Microsoft, AWS
- OpenAI Secures $110B at $730B Valuation — Amazon, NVIDIA and SoftBank Lead Massive AI Funding Round
Workday
- Cloud Revenue (as of 01/31/2026): $2.3B
- Cloud Services: SaaS, PaaS
- CEO: Carl Eschenbach
Recent Articles
- Workday Expands Enterprise AI Strategy with New Autonomous Agents
- Workday Pumps New Agentic Capabilities into Extend Platform at DevCon
- Workday Strong Q1 and the Wisdom of CEO Aneel Bhusri
Salesforce
- Cloud Revenue (as of 01/31/2026): $11.2B
- Cloud Services: SaaS, PaaS
- CEO: Marc Benioff
Recent Articles
- Salesforce Q1: 10 Key Numbers Prove Huge Agentforce Momentum
- Salesforce Returns to Growth Focus as Agentforce Propels Q1
- Why Salesforce’s Agentforce Operations Could Accelerate Agentic AI Adoption
OpenAI
- Cloud Revenue (as of 12/31/2025): $0
- Cloud Services: SaaS
- CEO: Sam Altman