Cloud Wars Live with Bob Evans

In today's Cloud Wars Minute, I dive into Snowflake’s record-breaking Q2 performance and explore how CEO Sridhar Ramaswamy is positioning the company for long-term AI-driven success. Highlights 00:14 — Snowflake has been a remarkable story of growth and achievement—category creation here around the AI Data Cloud —and it reported last week a very strong Q2 with product revenue up 32% to $1.09 billi...

In today's Cloud Wars Minute, I explore how explosive AI demand is driving massive infrastructure deals like the one between Google Cloud and Meta. Highlights 0:03 — Google Cloud has entered into a six-year agreement with Meta that's reportedly worth over $10 billion. The deal encompasses a variety of services, including use of Google Cloud servers, storage, and networking facilities. This is a si...

In today's Cloud Wars Minute, I, along with a special partner, dive into Palantir’s explosive Q2 performance, celebrate their first billion-dollar quarter, and explain why this 21-year-old disruptor is poised to shake up the cloud industry . Highlights 00:13 — I’ve got a high-growth specialist here, Rory, my granddaughter and good buddy. We're going to talk about Palantir. Palantir, in its recentl...

In today's Cloud Wars Minute, I dive into Oracle's bold $1 billion-a-year move to power a massive AI-focused data center in West Texas using gas generators. Highlights 00:18 — Oracle is set to spend over a billion dollars a year to power a new mega data center in West Texas, using gas generators instead of waiting to be connected to the local utilities. The gas-powered site is being developed by V...

In today's Cloud Wars Minute, I break down Workday’s strong Q2 results, highlighting how AI solutions, mid-market growth, government expansion, partner-driven value, and global initiatives are fueling momentum.   Highlights 00:14 — Workday recently posted a very nice fiscal Q2, ended July 31. I pulled out growth factors from the earnings call. Just a quick recap here: for Q2, its subscription reve...

In today’s Cloud Wars Minute, I break down SAP’s strategic acquisition of SmartRecruiters and what it means for the future of AI-powered talent acquisition within the SuccessFactors HCM suite. Highlights 00:03 — SAP has announced that it has agreed to acquire the talent acquisition software provider SmartRecruiters. SAP plans to integrate the company’s comprehensive suite of AI-powered talent acqu...

In today’s Cloud Wars Minute, I explain how Oracle is transforming healthcare with its AI-driven, cloud-native EHR, setting a bold path toward intelligent care. Highlights 00:02 — Oracle has introduced an updated version of Oracle Health EHR , or Electronic Health Record, for ambulatory providers in the U.S., built on Oracle Cloud Infrastructure . The new system features native AI agents that oper...

In today's Cloud Wars Minute, I look at how the four hyperscalers are now spending a billion dollars every day on CapEx to keep up with explosive AI demand. Highlights 00:19 — The four hyperscalers — AWS, Microsoft, Google, and Oracle — are now spending, as of Q2, a combined billion dollars a day on CapEx to try to keep up with explosive AI demand. Here's where these numbers come from. And I will...

In today's Cloud Wars Minute, I break down a major move by the U.S. government and AWS. Highlights 00:02 —The U.S. government is being given access to $1 billion in AWS credits for use until the close of 2028 to help bolster federal cloud adoption and IT modernization efforts. 00:38 — We're seeing companies in the Cloud Wars Top 10 and beyond offering the U.S. federal government massive discounts...

Wei Hu is the Senior Vice President, High Availability Technologies, at Oracle. In today's Cloud Wars Live, Hu sits down with Bob Evans for a wide-ranging discussion on Oracle’s globally distributed database, AI-native workloads, and how Oracle is helping businesses meet data sovereignty requirements while delivering high performance, elasticity, and always-on availability across regions. Where AI...

In today's Cloud Wars Minute, I explored why the groundbreaking Oracle–Google Cloud partnership around Gemini AI marks a bold new era for multi-cloud collaboration. Highlights 00:14 — It's a brilliant move by Oracle and Google Cloud to form a partnership where Gemini AI is now available on the Oracle Cloud. Gemini on OCI is pretty wild. Both Oracle and Google compete viciously against each other....

In today's Cloud Wars Minute, I take a closer look at AWS’s market positioning and the narrative shared during its recent earnings call. Highlights 00:36 — I was puzzled by some of the math and the numbers that Amazon CEO Andy Jassy, speaking on behalf of AWS on the Amazon earnings call , used in trying to describe the competitive position that AWS finds itself in. 01:28 — We've got AWS, now on a...

In today's Cloud Wars Minute, I explore AWS's bold new approach to eliminating AI hallucinations using automated reasoning and formal logic. Highlights 00:04 — AWS has announced that automated reasoning checks, a new Amazon Bedrock guardrails policy, are now generally available. In a blog post, AWS's Chief Evangelist (EMEA), Danilo Poccia said that: "Automated reasoning checks help you validate th...

 In today's Cloud Wars Minute, I unpack the strategy behind Microsoft’s $368B in contracted cloud business and Q4 surge. Highlights 00:39 — CEO Satya Nadella explained what was behind this huge growth in Microsoft's Azure revenue in Q4, which ended June 30. Overall cloud revenue for the quarter was up 27% to $46.7 billion. This is the first time it's ever released any revenue figures for Azure. 01...

In today’s Cloud Wars Minute, I cover Snowflake’s investment in Hightouch to advance agentic AI for personalized marketing. Highlights 00:03 — Snowflake Ventures , the investment arm of Snowflake, alongside Capital One Ventures , has announced an investment in Hightouch, a data and AI platform focused on personalized, targeted marketing. In 2024, Hightouch launched an agentic AI solution for lifec...

In today's Cloud Wars Minute, I take a closer look at what may be the biggest B2B deal in tech history, Larry Ellison’s $100B+ agreement with OpenAI.   Highlights 00:15 — We've seen some extraordinary things happen with OpenAI and the alliances it has had. For the first several years of its existence, it was tightly paired with Microsoft. That has changed dramatically now, and OpenAI is now tightl...

In today's special edition of Cloud Wars Live, Bob Evans talks with Kris Rice, Senior Vice President, Software Development, Oracle Database, about the rapid rise of AI, the strategic impact of the new MCP Server, Oracle’s unique approach to integrating LLMs with private data, and what to expect at this year’s CloudWorld. Rice shares how Oracle is meeting developers where they are, enabling seamles...

In today’s Cloud Wars Minute, I discuss Satya Nadella’s bold Q4 claim that Microsoft is the #1 cloud provider, leaving rivals to fight for second place. Highlights 00:12 — Microsoft laid out a very clear, unmistakable story in Q4 that it is the biggest and right now certainly the most powerful, most influential cloud provider. CEO Satya Nadella used the opportunity of these unprecedented financial...

In today’s Cloud Wars Minute, I highlight how the rapid rise of AI — without the right security in place — could be the biggest unseen threat to your business. Highlights 00:03 — IBM's new "Cost of a Data Breach" report has revealed that while AI adoption is on the rise, AI security and governance are lagging significantly. Suja Viswesan, Vice President, Security and Runtime Products at IBM, expla...

In today's Cloud Wars Minute, I reveal why AWS’s growth, though strong in isolation, looks sluggish compared to its peers. Highlights 00:29 — We're seeing a distinct split looking at the Q2 numbers. We've got three sprinters — Microsoft, Google, and Oracle — and we've got one stroller, which is AWS. Now, also, just a quick detail: the first three companies — Microsoft, Google, and AWS — all follow...

In today's Cloud Wars Minute, I break down reports of a potential $1.2 billion cloud deal between Google Cloud and ServiceNow, and what it means for the ever-intensifying battle among the cloud giants. Highlights 00:04 — Google Cloud has just secured a massive cloud deal with ServiceNow worth an estimated $1.2 billion over five years. In its latest filing, ServiceNow states that it's entered into...

business history. Highlights 00:14 — Now, any question about this greatest growth market the world has ever known was blown away last week, when Microsoft reported its fiscal Q4 earnings. And I think Microsoft's Q4 results have to be regarded as the greatest quarterly results of any company in any industry of all time. 00:40 — Now, I cannot say that I have done a rigorous analysis of every quarter...

Welcome to the Cloud Wars Minute — your daily cloud news and commentary show. Each episode provides insights and perspectives around the “reimagination machine” that is the cloud. In today’s Cloud Wars Minute, I explore the fierce competition among tech giants to attract the brightest minds in AI as the race for dominance ramps up a gear.   Highlights 00:03 — As the battle for AI dominance among t...

In today's Cloud Wars Minute, I share how IBM has built a $7.5 billion GenAI business in just 18 months, transforming everything from mainframes to consulting under the bold leadership of CEO Arvind Krishna . Highlights 00:13 — IBM last week reported its Q2 numbers. Very impressive. I thought one of the most interesting points was that in just 18 months, IBM has built up a GenAI business with a re...

Bonnie Tinder is the founder and CEO of Raven Intelligence, an independent B2B peer review site that amplifies the voice of the customer. She focuses on software customers, consulting partners, and software vendors, and helps identify the best partners for their needs. In this episode, she joins Bob Evans to talk about the shifting landscape of enterprise consulting, the rise of AI-driven delivery...