Cloud Wars Live with Bob Evans

In today’s Cloud Wars Minute, I analyze the shifting balance of power between Google Cloud and AWS. Highlights 00:03 — Last week, we had three of the four hyperscalers report their Q1 numbers. It’s been fascinating to look at those. While everybody did very, very well, Google Cloud just had an utterly exceptional, spectacular Q1, and I think the evidence of what we see in these comparative numbers...

At Google Cloud Next in Las Vegas, Bob Evans sat down with Karen Dahut, CEO of Google Public Sector, to discuss how AI, security, and open cloud strategies are reshaping government services. Dahut shared how Google Public Sector was built on the belief that government agencies deserve the same advanced commercial technologies as private enterprises, and why that decision is now proving critical in...

In this special episode of Cloud Wars Live, Bob Evans sits down with Steve Miranda, Executive Vice President of Applications Development at Oracle, from Oracle Park in San Francisco to discuss one of the biggest shifts happening in enterprise technology: agentic AI applications. Miranda explains how Oracle is moving beyond embedded AI and AI agents to fully agentic applications that can act on bus...

In today's Cloud Wars Minute, I explore how Oracle is redefining enterprise software with AI agentic applications. Highlights 00:03 — One of the biggest stories of the year, maybe the next few years, is going to be the rise of generative AI, the animating force behind business innovation and unlocking new ways for businesses to work, to run, to see the future, to adapt, and to give people higher-v...

In this episode of the AI Agent & Copilot Podcast, host Giuseppe Ianni speaks with Parmesh Rajan, VP of Technology for HSO US, live from the AI Agent & Copilot Summit NA in San Diego, California. Rajan explains how organizations are moving beyond experimentation and embedding AI directly into business processes, implementation delivery, and workforce productivity. The discussion highlights a shift...

In this episode of the AI Agent & Copilot Podcast, Cloud Wars Founder Bob Evans is joined by Dona Sarkar, Chief Troublemaker of AI Adoption at Microsoft, who shares her perspective on how leaders should approach AI adoption, why fear around AI replacing jobs is misplaced, and how executives can create a culture of experimentation. Speaking from the 2026 AI Agent & Copilot Summit NA in San Diego, S...

In today’s Cloud Wars Minute, I explore how Stellantis and Microsoft are launching one of the most ambitious enterprise AI collaborations yet, spanning engineering, cybersecurity, and large-scale operational transformation. Highlights 00:09 — Stellantis, the automaker responsible for well-known brands such as Dodge, Jeep, Peugeot, and Ram Trucks, has partnered with Microsoft in a five-year strateg...

In this episode of Cloud Wars Live, Bob Evans sits down with Tirthankar Lahiri , Senior Vice President for Mission-Critical Data and AI Engines. Lahiri explains how agentic AI is transforming enterprise applications from simple question-answer systems into action-driven platforms that can reason, remember, and securely execute tasks. He details Oracle’s strategy around unified agent memory, privat...

In today’s Cloud Wars Minute, I break down Google Cloud’s $750M partner ecosystem investment and its aggressive push to lead the agentic AI transformation race against Microsoft, AWS, and Oracle. Highlights 00:03 — Last week in Las Vegas, we saw Google Cloud roll out an incredibly broad, deep set of agentic AI technologies and solutions. They’re making a massive push on this. Google Cloud is the n...

In today's Cloud Wars Minute, I break down how SAP is outperforming Oracle, Salesforce, Workday, and Microsoft in the applications race. Highlights 00:03 — We saw some first-quarter numbers from SAP late last week, and I think it's fascinating to see how, in the light of these very, very strong numbers from SAP, we still seem to hear about this idea that these doomsayers are saying that AI is goin...

ogle Cloud Next, Cloud Wars CEO and Founder Bob Evans sits down with Karthik Narain, Chief Product and Business Officer, Google Cloud, to discuss how AI is fundamentally changing enterprise expectations. Narain explains why customers no longer judge technology providers by licenses sold or cloud consumption, but by measurable business outcomes. From forward-deployed engineers to agentic workflows...

In this Cloud Wars conversation, Bob Evans sits down with Shub Bhowmick, CEO and Founder of Tredence, alongside Yasmeen Ahmad from Google Cloud to explore how enterprises are moving from AI applications to AI agents. Their discussion focuses on what it takes to turn intelligence into action — covering data foundations, semantic layers, agentic architectures, and the operational shifts required for...

In this special episode of Cloud Wars Live from Google Cloud Next, Bob Evans speaks with Andi Gutmans about Google Cloud’s newly announced Agentic Data Cloud and what it means for enterprise customers entering the AI-driven future. Gutmans explains how businesses must rethink data platforms for an era where autonomous agents, not just people, need instant access to trusted enterprise knowledge. Th...

In this episode of the AI Agent & Copilot Podcast, Giuseppe Ianni sits down with Ryan Grant, Chief Strategy and Revenue Officer at sa.global, who shares insights on how organizations are approaching AI adoption, where they’re struggling to get started, and how industry-specific agentic solutions can drive efficiency and revenue protection. Their discussion, recorded live at the 2026 AI Agent & Cop...

In today’s Cloud Wars Minute, I look at why Google Cloud’s new Gemini Enterprise could reshape enterprise AI and force competitors to raise their game. Highlights 00:44 — I think we’re going to see Google Cloud leapfrog the competition with Gemini Enterprise. I believe it’s absolutely a breakthrough product — enormously impressive. I’ll have a longer, detailed article later today on cloudwars.com...

In today's Cloud Wars Minute, I explain why Oracle’s AWS partnership signals a new era of cloud interoperability. Highlight 00:03 — Recently, my colleague Bob Evans reported on a new initiative from AWS called Interconnect multicloud aimed at enhancing the company's multi-cloud offerings. Now, Oracle has announced that it will leverage AWS Interconnect multicloud to expand its multi-cloud networki...

In this episode of the AI Agent & Copilot Podcast, Giuseppe Ianni is joined by Tad Remington, Chief Commercial Officer at Solver, who discusses how AI is transforming financial planning and analysis through intelligent agents. Key Takeaways The Rise of AI in FP&A : Remington emphasizes that AI is no longer experimental in finance, it’s operational. Organizations are increasingly relying on AI agen...

In today's Cloud Wars Minute, I preview Google Cloud Next and share three bold predictions around AI security, sovereignty, and Gemini Enterprise. Highlights 00:03 — We’ve got Google Cloud Next coming up this week in Las Vegas. The world’s number one cloud and AI provider is going to, no doubt, roll out a lot of interesting technologies, partnerships, go-to-market plans, and new ways for customers...

In today's Cloud Wars Minute, I explore the growing divide between cloud innovators and followers in the AI Era. Highlights 00:03 — Now we see here in April of 2026 a distinction between leaders and followers in the cloud and AI markets. And this came through quite distinctly here. AWS has just launched what it calls its multi-cloud interconnect service, and it's going to be good for some customer...

hts 00:09 — Microsoft has introduced new capabilities to Copilot Studio to enhance automated operations by combining AI agents and workflows. Currently, Copilot Studio users can choose between agents and workflows to create automations. 00:27 — While agents are inherently flexible when it comes to business use cases, Microsoft has recognized that, as they state, pure agent autonomy doesn't always...

In today's Cloud Wars Minute, I explain why success in the AI Economy demands bold, uncompromising leadership from CEOs — and why many aren’t ready. Highlights 00:03 — It’s been fascinating to see that recently, AI transformation has begun to hit hard at the CEO rank. Up until now, as we’ve all seen, there have been hundreds of thousands of job losses that have taken place in lower-level or mid-le...

In today's Cloud Wars Minute, I explore how governance gaps are slowing AI agent adoption in enterprises. Highlights 00:05 —The role of AI agents in enterprise has advanced enormously in recent months, evolving from passive Q&A bots to systems that can take real actions in production environments. This is things like managing finances or accessing confidential patient data for healthcare organizat...

In today’s Cloud Wars Minute, I analyze Q4 performance to reveal who’s truly leading in cloud growth right now. Highlights 00:03 — We're just a couple weeks away from getting Q1 results of the hyperscalers and some other companies in the Cloud Wars Top 10 , I wanted to take a look at these world-shaping companies. Let's start off by taking a quick look back at Q4 and some numbers for Google Cloud,...

Highlights 00:09 — Microsoft’s global investments continue to grow. Latest news is the company plans to invest $10 billion into Japan over the next three years to build out AI infrastructure, improve cyber resilience, and train a million engineers and developers by 2030. 00:28 — Our key partnerships include internet infrastructure provider Secura Internet, whose share price rose over 20% following...

In today's Cloud Wars Minute, I break down OpenAI’s massive $122 billion funding round and what it means for the future of AI infrastructure. Highlights 00:04 — OpenAI has completed its latest funding round with $122 billion in committed capital. The company explained the reasoning behind such a massive investment by highlighting that after reaching a billion dollars in revenue in its first year,...