Cloud Wars Live with Bob Evans

In today's Cloud Wars Minute, I explore how Google Cloud's Gemini Enterprise is delivering remarkable customer outcomes and transforming AI investments into measurable business value. Highlights 00:02 — I wanted to fill in some pretty interesting details about customer outcomes with AI projects from Google Cloud, ones that are using Gemini Enterprise. Got some pretty eye-popping examples of that....

In today's Cloud Wars Minute, I break down how Gemini agent combines Google Cloud's AI stack, cross-cloud capabilities, and governance to address pressing enterprise challenges. Highlights 00:03 — I think late last week, Google Cloud rocked the whole agentic AI category here with a very interesting development of what it's calling Gemini agent. It spans both the personal AI that we've heard a lot...

In today's Cloud Wars AI Minute, I examine why Google reportedly shut down its open-source bug bounty program and what the growing problem of AI slop means for enterprise security. Highlights 00:12 — Today, the subject is AI slop and how it's actually just started to shut down security programs. On October 1, we had Google go out and shut down its open-source bug bounty program. For those that don...

In today's Cloud Wars Minute, I look at how Workday is leveraging AI agents to empower employees, streamline benefits operations, and reshape traditional HR processes. Highlights 00:03 — Workday has launched Workday Total Benefits. It's an AI-powered benefits experience that Workday describes as a single, connected experience for employees, HR teams, benefits administrators, and benefits providers...

In today's Cloud Wars Minute, I examine how Google Cloud is using AI and unified solutions to radically accelerate enterprise modernization. Highlights 00:03 — We know that on the road to AI transformation , tech modernization is a key element. Unfortunately, for a lot of organizations, the traditional approach to this has been very tactical, very point-solution-oriented, and talking about technol...

In today's Cloud Wars AI Minute, I look at the tension between AI regulation, industry self-governance, and America’s determination to remain competitive in the global AI race. Highlights 00:18 — Some regulatory things happening as the government in the U.S. started to take a look at AI in general. We had six of the CEOs of the major AI providers in the world really, went over to Washington and st...

In today's Cloud Wars AI Minute, I break down why ServiceNow and Microsoft are embracing open protocols as the AI Agent War shifts to the control layer. Highlights 00:01 — What I want to talk about today is that we're actually seeing the Agent War moving up to the control layer. You're seeing that there's a new control layer that's becoming the core part of what everyone is fighting over in this s...

In today's Cloud Wars Minute, I look at why SoftBank is turning to the bond market to finance its latest $10 billion OpenAI investment. Highlights 00:03 — It's fair to say that we're at an interesting inflection point when it comes to how AI innovation is set to progress, what might constrain it, and where, eventually, lines may be drawn. However, that hasn't slowed planned investment in some of t...

Key Takeaways AI investments : Simms explains that a top priority for organizations currently is determining how to get value out of AI investments. He says an estimated 80% of AI initiatives aren't seeing the value that was anticipated, which begs the question: Are you choosing the wrong initiatives? Are you using the correct data? Have you defined the processes correctly? "All the underlying pil...

In today’s Cloud Wars Minute, I look at how SAP is moving industry AI into the mainstream while expanding its autonomous enterprise strategy at Connect. Highlights 00:03 — SAP is having a big event in Las Vegas this week called Connect, and whereas its Sapphire event every year really is aimed at its traditional IT audience, and lays the technical foundation for its strategy, Connect, now in its s...

In today's Cloud Wars Minute, I explain how AWS is combining custom silicon, enterprise applications, and agentic AI to drive its resurgence. Highlights 00:02 — I wanted to talk about an interesting development at AWS, which over the past several quarters has been on a very nice upswing in its business, powered in part by their development of what is now a very large and extremely fast-growing cus...

John Siefert sits down with Christopher Jones, Vice President of Ecosystems and Partner Alliances at T-Mobile, to explore why enterprise connectivity is becoming foundational to the AI Era. Jones explains how T-Mobile for Business is moving beyond the traditional perception of a telecommunications provider to become an infrastructure layer supporting distributed workforces, AI agents, enterprise a...

In today's Cloud Wars Minute, I explore why Gartner expects many agentic AI projects to disappear as enterprises get more serious about measurable business value. Highlights 00:14 — We're starting to see some interesting analysis coming out of organizations like Gartner. Gartner is saying that 40% of agentic AI projects die by 2027. There are a lot of projects that are going on within organization...

Bob Evans speaks with Chris Leone, Executive Vice President of Applications Development at Oracle , about Fusion Claw and Oracle’s push toward increasingly autonomous enterprise applications. Leone explains how Fusion Claw combines AI reasoning with deterministic enterprise computation to tackle complex, long-running work involving optimization, simulation, reconciliation, and planning. The Rise o...

In today's Cloud Wars AI Minute, I explore the shift from using AI for workforce reduction to using it to amplify human productivity . Highlights 00:18 — There's starting to be a better understanding that there's not a lot of value necessarily in just using AI to be able to do automation. What we're seeing is it does do a great job at this, and it frees up your resources to be able to go do other...

In today’s Cloud Wars Minute, I break down the latest Cloud Wars Top 10 growth chart and the extraordinary momentum reshaping AI and cloud. Highlights 00:03 — Got the latest Cloud Wars Top 10 growth chart numbers for you, in which we lay out here the hottest AI and cloud vendors in the world. And right now, we've got number one, Palantir; number two, Google Cloud; number three, Oracle. For Palanti...

In today's Cloud Wars AI Minute, I look at how Microsoft is using Work IQ to make AI agents faster, more efficient, and potentially less expensive to operate. Highlights 00:10 — Today, the topic is going to be Work IQ, and we're actually starting to see Microsoft make very interesting moves inside of Work IQ. We've already seen AI agents doing a lot of really interesting things, specifically aroun...

In today's Cloud Wars Minute, I look at why Microsoft Work IQ could become increasingly valuable as enterprises deploy more specialized AI agents. Highlights 00:12 — Microsoft's much-anticipated Work IQ is finally going into preview. Quick refresher: Work IQ is an intelligence layer that gives Copilot and AI agents context about how work happens across an organization. 00:27 — That understanding i...

In today's Cloud Wars Minute, I unpack Sam Altman's comments on AI safety, security, and responsibility during his Dreamforce conversation with Mark Benioff. Highlights 00:03 — I wanted to talk today a little bit about a discussion at Salesforce's recent Dreamforce event. It was a conversation with Salesforce CEO Mark Benioff and the CEO of OpenAI, Sam Altman, and they talked specifically about th...

In today's Cloud Wars Minute, I look at how Salesforce plans to unleash trapped data, make software do more of the work, and expand beyond its CRM roots. Highlights 00:03 — Had some time to digest the big things that happened at Salesforce's recent Dreamforce event, and I wanted to share with you some thoughts of what I think are the five big takeaways from that big combination of Dreamforce, AI p...

In today's Cloud Wars Minute, I unpack Workday's move toward agentic contract lifecycle management and greater workflow automation. Highlights 00:03 — Workday has announced that its next mission is to bring agentic AI across the entire contract lifecycle, instead of just AI for individual contract-related tasks. The company is launching the Workday Contract Workflow Agent, which is now in early ac...

In today's Cloud Wars Minute, I examine Microsoft’s plans to more than triple its data center capacity as AI compute demand continues to soar. Highlights 00:09 — According to reports, Microsoft plans to more than triple its data center capacity, from around 12 gigawatts today to about 38 gigawatts by 2032. 00:23 — So, right now, only about two gigawatts of Microsoft's current capacity is centered...

In today's Cloud Wars Minute, I look at Microsoft’s new AI-powered Dynamics 365 Activate and what it could mean for Salesforce customers. Highlights 00:11 — Microsoft has launched Dynamics 365 Activate. It's an AI-powered tool for migrating from Salesforce to Dynamics 365. In practice , this means analyzing a company's existing Salesforce setup, its data workflows, customizations, and integrations...

In today's Cloud Wars Minute, I examine what Salesforce’s reported interest in Listen Labs could mean for the future of Agentforce. Highlights 00:04 — Salesforce is reportedly in talks to acquire Listen Labs for close to $2 billion. Listen Labs is an AI-powered customer research company that uses AI tools to carry out really large-scale customer interviews and analyze those conversations. 00:23 —...

In today's Cloud Wars Minute, I recap some of the comments from CEO Marc Benioff's keynote at Dreamforce about the value of partnerships that enable extended, end-to-end capabilities for customers that a single company cannot provide alone. Highlights 00:32 — CEO Marc Benioff said the arrival of S alesforce 's new AIforce UI changes everything. No one company can handle all of the changes, so the...