Cloud Wars Live with Bob Evans

 In today's Cloud Wars Minute, I spotlight a powerful joint message from two of Europe’s top tech CEOs, Siemens CEO Roland Busch and SAP CEO Christian Klein, who are urging the European Union to reconsider its AI legislation. Highlights 00:03 — The CEOs of Siemens and SAP have urged the EU to reconsider its AI legislation, expressing concerns that the current law hinders innovation. SAP CEO Christ...

Kim Lynch is the Executive Vice President of Government, Defense, and Intelligence, Oracle. She and Bob Evans sit down to discuss how public sector organizations are accelerating digital transformation with AI , cloud, and secure infrastructure. They explore critical challenges like regulatory compliance , procurement complexity, and legacy system modernization, as well as the growing need for sca...

In today's Cloud Wars Minute, I spotlight the 30% surge in $20M+ customers as proof of ServiceNow’s enterprise momentum. Highlights 00:48 — Let me briefly touch on some of the key numbers from ServiceNow in Q2. So, the top line there: Subscription revenue was up 22.5% to $3.11 billion. Big jump in total RPO, or Remaining Performance Obligation , up 29% to almost $24 billion. I want to point out, t...

In today's Cloud Wars Minute, I break down Google Cloud’s explosive Q2 performance — including a 32% revenue jump, a $106 billion backlog, and a surge in billion-dollar deals. Highlights 00:14 — We saw a great re-acceleration by Google Cloud. In Q2, it recorded great numbers across the board. I think what this shows is that large enterprises are buying fully into the Google Cloud value proposition...

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  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 take a closer look at SAP’s Q2 cloud performance—24% revenue growth and a 22% rise in current cloud backlog—slower than past quarters, but still dramatically outpacing rivals like   High...

In today's Cloud Wars Minute, I explore how Microsoft is helping Thailand modernize its legal system using AI and cloud technologies to support its bid for OECD membership. Highlights 00:03 — Microsoft is helping to transform Thailand's legal system using AI and cloud technologies. The company is working closely with the Office of the Council of State. This effort is a critical part of the country...

Highlights 00:14 — Later today, we will hear from SAP about its Q2 financial results. So the cloud revenue for the past six quarters: 24%, 25%, 27%, 20%, 27%, 27%. I’m projecting 27% for Q2. It's even been stronger in its cloud backlog numbers: 27%, 28%, 29%, up to 32% in the giant Q4 numbers, 28% in Q1. I’m projecting the backlog will go up 29% for Q2. 01:34 — Three months ago, after SAP released...

Oracle, Microsoft, AWS, and Google Cloud. Oracle is the newest member of that elite club and recently claimed that none of the others can match them in the cloud. This is a timely topic, as business leaders accelerate their move into the cloud to harness AI and innovation. 01:00 — Recently Oracle Cloud Infrastructure's President Clay Magouyrk stated that Oracle is the only hyperscaler able to deli...

Highlights 00:03 — Oracle shares jumped 4% following news that the company is poised to sign a massive cloud deal expected to generate $30 billion annually, starting in fiscal year 2028. It's a potential game-changer for the company's revenue and growth. The announcement of the deal has already been filed with the Securities and Exchange Commission. 00:31 — Oracle's cloud business has received a s...

closely with the U.K. government, which feels it's got a lot of "ball-and-chain technology" hampering the ability of its employees but also governments themselves to move into the future and deliver greater service to their constituents. It is looking to cut expenses via modern technology by up to $50 billion, and it's enlisted Google Cloud's help to do that. 01:25 — At the Imperial War Museum, it...

In today's Cloud Wars Minute, I explore Amazon’s massive new AI infrastructure project, Project Rainier, built for Anthropic and the largest-ever deployment of Trainium2 chips by Annapurna Labs. Highlights 00:03 — AWS is building a colossal supercomputing cluster for Anthropic, a company that has received a total of $8 billion in backing from Amazon. Project Rainier is spread across multiple U.S....

In today's Cloud Wars Minute, I analyze the recent Microsoft layoffs. Highlights 00:14 — It's an ugly part of the free-market capitalism world, but what is inevitable in some ways — is layoffs. In the first six months of this year, Microsoft has laid off 15,000 people. I think we need to look at this as part of the new normal. It's an unfortunate consequence of the AI revolution and the incredible...

In today's Cloud Wars Minute, I take a look at what the Oracle-AWS collaboration means for the future of multi-cloud innovation and customer value. Highlights 00:22 — I think we can say now there’s romance in the cloud. Oracle and AWS are doing things in a collaborative way that they've never done before. The customers are swooning over this cloud romance. This is all built around the Oracle Datab...

In today's Cloud Wars Minute, I explore how ServiceNow and Nicus Software are teaming up to deliver a financial intelligence layer that helps enterprises optimize their cloud, AI, and IT spending by unifying data across finance , IT, and business units. Highlights 00:08 — ServiceNow is working with a partner, Nicus, to deliver a financial intelligence layer for enterprise tech. Interesting angle h...

In today's Cloud Wars Minute, I look at the ongoing relevance and success of so-called "legacy" organizations in the Cloud Wars Top 10. Highlights 00:16 — Now interesting to see across the 10 companies in the Cloud Wars Top 10 , we've got four that would fall under the sort of goofy legacy title. They've been around about half a century or more. And then we've got six companies that we referred to...

In today's Cloud Wars Minute, I take a look at how SAP is advancing its sustainability agenda by becoming its own test subject. Highlights 00:03 — SAP has announced that it's utilizing its own sustainability software to further the company's sustainability goals by acting as the ultimate test subject. Its pushing the boundaries of its sustainability offerings while also addressing common customer...

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, Bonnie shares insights from a recent Salesforce event, exploring how AI agents , data clouds, and robotics are res...

Ajay Patel is the General Manager of Apptio and IBM IT automation. He and Kieron Allen sat down to talk about how enterprises are transitioning from AI experimentation to real business impact. They explored key challenges like cost transparency, governance, and data readiness, as well as the rise of agentic AI to automate workflows at scale. Ajay also introduced Apptio’s new AI TCO and Usage tool,...

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 dive into Slack’s bold move to restrict API access to bulk data exports, effectively blocking the use of its platform data for LLM training and signaling a strategic pivot toward proprieta...

In this episode of the Office of the CFO Podcast, John Siefert hosts Rob Ashe , VP of North America, SignUp Software , and Blaine Grzegorek , Senior Solution Architect, Sikich , for a conversation on the benefits of partnering with ISVs, top considerations when selecting an ISV, and the impact of AI agents. Key Takeaways:   Risks of building your own solutions: One major risk that's becoming more...

In today’s Cloud Wars Minute, I break down the latest growth rankings among the top 10 cloud providers, highlight Google Cloud’s continued lead, and show how legacy giants like Oracle and SAP are rapidly transforming into cloud powerhouses. Highlights 00:15 — I wanted to share with you the latest numbers for the Cloud Wars Growth Chart, where we take a look at the growth rates of the Cloud Wars To...

Balazs Molnar, CEO and co-founder of Rabbit, chats with Kieron Allen about the evolving challenges of cloud cost management and how engineering teams have become central to tackling them. He explains why traditional FinOps tools fall short, how Rabbit dives below the surface to uncover hidden waste (especially in platforms like BigQuery) and why automation is essential for real savings. Optimizing...

Assist, Accelerate, Transform The Big Themes: Workday’s Agent System of Record : Workday's Agent System of Record manages the emerging digital agent ecosystem. It provides structure and governance to what could otherwise become a chaotic sprawl of AI agents . By embedding agent management into existing organizational hierarchies, Workday ensures that agents become a structured extension of the wor...

The Big Themes: SAP’s Flywheel Strategy: SAP introduced a compelling flywheel model that integrates applications, data, and AI to drive enterprise momentum. The idea is that integrated applications generate structured data, which then feeds a robust AI layer. As these layers build on one another, they create a self-reinforcing cycle of productivity, insight, and innovation—a flywheel effect. Unlik...