Cloud Backlog
The latest Cloud Backlog coverage — news, analysis, and updates from the WindowsNews.AI desk.
Microsoft's AI Future: How Azure's $53B Capex and OpenAI Partnership Are Reshaping Windows
Microsoft's December 2023 earnings report revealed a staggering reality: the company's future is now inextricably linked to artificial intelligence, with Azure's cloud infrastructure serving as the...
Oracle's $144B OCI Revenue Target Rests on $455B AI Backlog and a Mountain of Debt
Oracle’s remaining performance obligations (RPO) skyrocketed to $455 billion last quarter, a 3.6x year-over-year leap that underpins a staggering five-year forecast for its cloud infrastructure...
SAP Q2 2025 Cloud Revenue Surges 24% as Joule AI Agents Augment ERP, Countering Software's Demise
SAP’s cloud revenue climbed 24% year-over-year to €5.13 billion in the second quarter of 2025, powered by a 30% jump in its Cloud ERP Suite revenue to €4.42 billion. The figures, released in...
Microsoft's $368 Billion Cloud Backlog Exposes the Growing Pains of the AI Gold Rush
A $368 billion order backlog is the kind of number that would make any sales executive salivate. For Microsoft, it’s becoming a headache. The company’s inability to provision cloud and AI...