Cloud Wars Live with Bob Evans

In today's Cloud Wars Minute, I look at why playing to win — not playing it safe — is becoming the defining strategy for AI and cloud leaders. Highlights 00:01 — Last week, we talked about Google Cloud's extraordinary Q2, with revenue up 82% to almost $25 billion, backlog up almost 400% to $514 billion. I wanted to talk today a little bit about a challenge that Google Cloud and the other hyperscal...

In today's Cloud Wars Minute, I explain how Salesforce's latest MCP announcement advances Marc Benioff's vision for AI-first enterprise collaboration. Highlights 00:03 — Salesforce has announced the introduction of new MCP servers that connect Slack to Salesforce CRM, Tableau, Data 360, and third-party AI tools. Now, these new servers have enhanced Slackbot, which is Slack's personal AI agent, ena...

In today's Cloud Wars Minute, I show why Google Cloud is setting the pace in the AI economy despite Microsoft's and AWS's larger scale. Highlights 00:03 — Well, we thought we had seen some big numbers in the Cloud Wars over the last few quarters, but Google Cloud for Q2 absolutely blew the numbers away. Astonishing: revenue up 82% to almost $25 billion, and its backlog up 390% to $514 billion. 01:...

In today's Cloud Wars Minute, I look at how Microsoft is helping schools move from AI experimentation to effective deployment. Highlights 00:08 — There isn't a sector that AI hasn't impacted, and with the proliferation of these technologies, it's important to examine individual sectors and analyze the effect of AI on them, both positive and negative. 00:23 — To understand where things are working...

In today's Cloud Wars Minute, I examine why Google Cloud and Palantir have become the fastest-growing companies in enterprise AI. Highlights 00:01 — Now that we are more than halfway through the year, we've got Q2 earnings season coming up, and a couple that I'm looking for in particular are Google Cloud and Palantir because their growth rates have been so much above the norm. I think what we see...

In today's Cloud Wars Minute, I preview the coming wave of Q2 earnings while highlighting the extraordinary growth reshaping cloud computing. Highlights 00:03 — We're on the verge of having a lot of calendar Q2 financial results released, so just in advance of that, I wanted to offer a snapshot of where things stand now regarding the world's hottest cloud and AI vendors. Right now, we've got Palan...

In this episode of the AI Agent & Copilot Podcast, John Siefert, Founder and CEO of Cloud Wars, is joined by Cedric Wells, IT leader and former Senior Manager of Infrastructure and Operations at Gorilla Glue. Together, they explore how AI is reshaping IT leadership, software development, governance, and enterprise transformation. Wells shares why continuous learning, balancing strategic vision wit...

In today's Cloud Wars Minute, I look at why Salesforce's new Help Agent represents a major shift toward performance-based enterprise AI. Highlights 00:03 — Salesforce is launching the Agentforce Help Agent, a pre-built AI customer service agent that customers can deploy in a matter of minutes. It's designed as an alternative to custom-built agents, connecting to existing Salesforce knowledge artic...

In today's Cloud Wars Minute, I explain why hyperscalers are rewriting the rules of deal-making to build the next generation of AI infrastructure. Highlights 00:01 — We are seeing the beginnings here of an incredible round of innovation, not just in technology, but in deal-making, partnerships , alliances, and financing, all by the hyperscalers trying to meet this insatiable AI demand. We're seein...

In today's Cloud Wars Minute, I look at how reasoning-focused AI will strengthen SAP Joule agents with enterprise-grade security and governance. Highlights 00:03 — SAP has partnered with Giotto.ai to explore the integration of Giotto.ai's AI reasoning capabilities into SAP Joule agents. Now, for some background, Giotto.ai is a Swiss AI company that has developed compact, reasoning-focused AI model...

As enterprise AI rapidly evolves from isolated assistants to autonomous systems capable of executing complex business processes, organizations are looking for practical ways to turn AI into measurable business outcomes. In this episode of Cloud Wars Live, Bob Evans speaks with Chris Leone, Executive Vice President of Oracle Applications and AI, Oracle about Oracle's latest innovations in Fusion Ag...

In today's Cloud Wars Minute, I compare Microsoft's and AWS's dramatically different branding strategies for AI deployment services. Highlights 00:01 — We see here, in the unfolding AI Deployment Wars, some interesting naming conventions from Microsoft and AWS. And if you look at the comparison of these two, I wonder what they were hoping to achieve by this. I mean, I'm sure they wanted to have th...

As artificial intelligence accelerates both innovation and cyber risk, organizations are facing unprecedented pressure to secure sensitive data while deploying AI at scale. In this episode of Cloud Wars Live, Bob Evans speaks with Vipin Samar, SVP, Software Engineering, Database Security, Oracle, about Oracle's expanded AI security strategy and how the company is helping customers defend against i...

In today's Cloud Wars Minute, I compare Google's ecosystem-first AI strategy with the hybrid deployment models of Microsoft and AWS.Highlights 00:03 — A crazy new trend here in 2026 has been AI deployment, or agent deployment, agentic transformation. The connection is this remarkable technology that all these AI companies have been pumping out with the desired business goals that business leaders...

Key Takeaways Solgari's leading innovations : Grant explains that Solgari provides a customer engagement platform built on Azure that extends Microsoft Teams and Dynamics 365 (as well as other CRMs) to capture customer conversations and centralize that data for better engagement. Customers are adopting it to quickly solve specific engagement challenges, gain fast ROI, and apply it to AI strategies...

In today's Cloud Wars Minute, I explain why the next phase of agentic AI is all about governance, security, and business processes. Highlights 00:03 — Salesforce has expanded its partnership with Databricks to help organizations better connect enterprise data with business outcomes in the era of agentic AI. At its core, the expanded partnership is about recognizing that as AI agents take on a larg...

Minute, I look at how Google Cloud, Microsoft, AWS, OpenAI, and Anthropic are redefining enterprise AI adoption. Highlights 00:11 — So, in what I'm calling the AI Deployment Wars, we see the five largest AI companies — that is, Google Cloud, Microsoft, AWS, OpenAI, and Anthropic — are now all saying, or realizing, that in addition to this incredible technology they're pumping out, they have to act...

In today's Cloud Wars Minute, I explain why Microsoft's newest AI initiative could reshape enterprise engineering and customer success. Highlights 00:09 — Some huge news from Microsoft today. The company has launched Microsoft Frontier Company, a brand-new business that's entirely focused on helping customers achieve frontier transformation with AI. 00:28 — Now, Microsoft, despite not coining the...

In this episode, I consider an argument that Palantir recently made: While traditional ERP has been valuable for many businesses over the last few decades, as we move into the AI Economy, is it possible that some of the rigor, discipline, and standards that traditional ERP has brought to organizations and their processes are beginning to cause a problem? Highlights 00:58 — Palantir challenged trad...

In today's Cloud Wars Minute, I explore Microsoft's shift to usage-based Copilot Cowork pricing and what it reveals about the changing economics of enterprise AI. Highlights 00:10 — Microsoft is moving Copilot Cowork from a fixed-price subscription model to usage-based pricing, and this is really reflecting the fact that heavy users are racking up massive compute costs compared to others. 00:55 —...

In today's Cloud Wars Minute, I examine what OpenAI's latest move reveals about the maturation of the enterprise AI market. Highlights 00:03 —My colleague Bob Evans has already covered the specifics of OpenAI's new partner network, so I don't want to spend too much time on the ins and outs of the program itself today. Instead, what I want to do is focus on what this announcement really tells us ab...

In today's Cloud Wars Minute, I discuss the growing challenge of balancing AI demand, budgets, and business priorities across the enterprise. Highlights 00:02 — We’ve got an emerging dilemma here for CEOs in the early days of the AI Revolution, and a new solution from OpenAI has brought that to light. The dilemma is this: when everybody wants AI tokens , as many as they can get, as quickly as they...

In today's Cloud Wars Minute, I examine three very different approaches to turning breakthrough AI technology into real-world business transformation. Highlights 00:11 — The AI Deployment Wars involve Google Cloud, OpenAI, and Anthropic. Each has evolved from being almost lab-focused companies with tremendous AI models, and now the pace of innovation of these models is remarkable. The capabilities...

In today's Cloud Wars Minute, I discuss how one of the Big Four consultancies is using Microsoft technology to simplify AI scaling for customers worldwide. Highlights 00:10 — Some big partner news today: KPMG and Microsoft are expanding their existing partnership to help firms scale agentic AI initiatives. Another example of how far things have progressed in a few short years, as companies become...

In today's Cloud Wars Minute, I explain how AWS is using AI-driven automation to reduce technical debt and free up budgets for innovation. Highlights 00:03 — As the AI Revolution has kicked into full swing this year, we've heard a lot of stories — interesting ones — about companies blowing through their AI budgets because everybody loves this stuff; everybody wants to use it. That brings up this n...