Cloud Wars Live with Bob Evans

Highlights 00:08 — Now, in a slight tangent away from what we're used to from Microsoft, the company is developing two new AI-powered gadgets for workers that tap into AI for daily tasks. Both are currently in the concept stage. 00:22 — The first is a small cube designed to sit on a desk that can be activated by voice or touch. Second is a wearable access badge that would give wearers access to AI...

In today's Cloud Wars Minute, I look at why two of the fastest-growing Cloud Wars companies are joining forces around data, AI, and industry solutions. Highlights 00:03 — When heavy weather rolls in, it's good to have friends around. It's good to have partnerships, and I don't think the AI Revolution is so much heavy weather, but that depends on how well prepared businesses are to take advantage o...

Highlights 00:27 — It's not just business as usual for these companies, their customers, and others who are tied into these extraordinary enterprises. We're also seeing booms in innovation, not just in technology but in go-to-market models, business models, and more. 01:32 — The big part of this is that it's not just big numbers, but big numbers driving widespread, deep, and profound innovation. H...

In today's Cloud Wars Minute, I examine why the Google Cloud- EQT deal signals a major shift in how AI is being distributed at scale. Highlights 00:03 — The rapid pace at which deals are being struck and portfolios are expanding among the leaders in the race for AI dominance isn't new. Significant partnerships are being forged, and contracts are being signed all the time. However, every so often,...

In today's Cloud Wars Minute, I look at how OpenAI is transforming from an AI innovator into a full-scale enterprise powerhouse. Highlights 00:02 — Well, a couple weeks ago, we talked about some moves made by OpenAI to capitalize on its booming business in the enterprise. One of the things, just to offer some context here, is OpenAI said about a month ago that 40% of its revenue now comes from the...

In today's Cloud Wars Minute, I break down how DynaTech Systems enabled Solmax to turn operational complexity into global efficiency with D365, Power BI, and Microsoft Fabric. Highlights 00:03 — Today I want to take a bit of a dive into a specific case study: the story about the impact of digital transformation enabled by one company on the business outcomes of another. I love having the opportuni...

In today's Cloud Wars Minute, I look at how Oracle's leadership transition reflects Larry Ellison's long-term succession plan. Highlights 00:05 — I wanted to mention here that after 40 years, the long-running show called Larry Ellison's Story Hour has ended. Now, I'm taking a little bit of license here. The Story Hour was the quarterly earnings call for Oracle, and it was 40 years ago that Oracle...

In today's Cloud Wars Minute, I compare Oracle, Microsoft, Google Cloud, and AWS through the lens of backlog growth and future demand. Highlights 00:02 — I talked last week a little bit about Oracle's Q4 results, very strong across the board. I wanted to go into a little more detail today about one number in particular: its RPO, remaining performance obligation. That's contracted business not yet...

In today's Cloud Wars Minute, explore how SAP's Autonomous Suite could become the operating system for AI -powered enterprises Highlights 00:02 — The company that more than 50 years ago really started the whole enterprise applications business, SAP, last month at its big Sapphire event rolled out the latest, greatest, newest AI-powered version of their long-running ERP suite, but this time it's ca...

In this Cloud Wars Special report, Bob Evans speaks with Jan Gilg about how AI is reshaping enterprise software and why the next phase of innovation will depend on trust, governance, business outcomes, and clean data. Gilg explains how SAP is positioning its Autonomous Suite as a foundation for the autonomous enterprise, combining ERP, business processes, and AI agents. Trust Powers Enterprise AI...

In today's Cloud Wars Minute, I dive into Oracle's remarkable Q4 earnings report, where the company delivered results that exceeded expectations across the board. Highlights 00:02 — We had a monster Q4 report from Oracle yesterday, absolutely crushed their numbers for Q4, led by an astonishing leap in their backlog or remaining performance obligation (RPO) of $638 billion, That's an increase of 36...

In today's Cloud Wars Minute, I analyze how Sana is helping Workday transform from a system of record into a system of action. Highlights 0:00 — Workday has announced two new agents: Sana for IT Service Management, or ITSM, and Sana Travel Agent. To recap, Workday acquired Sana at the end of 2025, and since then, the technology has evolved into Workday's employee AI layer, what the company describ...

In today's Cloud Wars Minute, I analyze how a trillion dollars in cloud backlog is driving innovation beyond technology and into corporate finance. Highlights 00:03 — In the Cloud Wars, all sorts of crazy things are going on with the technology, what customers are doing with it, but also in how this whole remarkable time is being funded. I want to talk a little bit today about how Google Cloud and...

In this special report, John Siefert, CEO, Dynamic Communities and Cloud Wars, speaks with Robbie Morrison about Velocio's acquisition of Domain Six and what the move means for customers, partners, and the broader Microsoft ecosystem. Morrison explains how the acquisition expands Velocio's enterprise capabilities, vertical-industry expertise, and delivery capacity while strengthening its ability t...

In today's Cloud Wars Minute, I look at how ServiceNow's AI strategy, open platform, and workflow data fabric are driving its next phase of growth. Highlights 00:02 — ServiceNow is off to a hot start, not only with its quarterly results, but also in how CEO Bill McDermott is framing where the company is right now and, in terms of that, how that new position, which he says is, "We're 100% AI native...

In today's Cloud Wars Minute, I discuss how Workday's Extend platform is helping developers build faster while maintaining governance and trust. Highlights 00:03 — Earlier this week, Workday held its DevCon conference in Las Vegas. It was the biggest DevCon that Workday has ever had. They had 8,000 attendees, and of course, these days, the star of the show was new agentic capabilities that, in thi...

In this episode of the AI Agent & Copilot Podcast, Giuseppe Ianni, podcast host and industry interviewer, is joined for a second time by Nandita Puri , PhD Researcher at Georgia Tech working at the intersection of bioinformatics and biochemistry. The conversation explores how AI is transforming drug discovery, accelerating hypothesis generation, reducing experimental costs, improving success rates...

In today's Cloud Wars Minute, I explore why OpenAI could soon rank among the world's biggest enterprise software companies. Highlights 00:03 — Early this year, OpenAI joined the Cloud Wars Top 10 in the number 10 spot. Because of the impact OpenAI has had, moving from the ChatGPT explosion three and a half years ago up to now, and their move very aggressively into the enterprise, they are a player...

In this Cloud Wars conversation, Bob Evans sits down with Bonnie Tinder, Founder and CEO of Raven Intelligence, to discuss how AI is reshaping the systems-integrator (SI) market. Their discussion explores how AI-powered migration agents, deployment assistants, and new implementation models are dramatically reducing project timelines, staffing requirements, and costs. Bonnie explains why traditiona...

In today's Cloud Wars Minute, I look at Microsoft's latest moves to help organizations deploy and scale AI agents without sacrificing control. Highlights 00:10 — In the latest updates to Copilot Studio, Microsoft has introduced a series of improvements focusing on visibility and governance, allowing users to expand automation while maintaining control. Regarding visibility, the new analytics viewe...

In this episode of the AI Agent & Copilot Podcast, Giuseppe Ianni, AI Practice Lead and industry thought leader, is joined by Nandita Puri, PhD Candidate at Georgia Tech and founder of Illumia.bio. Puri discusses how AI is transforming drug discovery by creating massive therapeutic libraries, connecting fragmented biomedical knowledge, and dramatically accelerating research timelines. Their conver...

In today's Cloud Wars Minute, I examine how Google Cloud is using AI Threat Defense to help customers fight AI-powered cyberattacks. Highlights 00:03 — If you're going to be number one on the Cloud Wars Top 10 , you've got to fight to keep that position and stay ahead of the incredible and highly capable competition across the Cloud Wars Top 10. Google Cloud, I believe, has taken yet another big s...

In today's Cloud Wars Minute, I analyze how Marc Benioff is using Agentforce to drive larger deals, stronger customer spending, and new AI metrics. Highlights 00:02 — We see Salesforce is off to a good start here in its fiscal '27. For Q1 ended, let's see, April 30, it reported that overall revenue was up by 13% to $11.1 billion. I want to look into some of the big numbers within the Q1 presentati...

In today's Cloud Wars Minute, I look at how Microsoft and EY are combining engineering and consulting expertise to scale AI transformation. Highlights 00:10 — Microsoft and EY have announced a substantial enhancement to their existing partnership, committing to invest over a billion dollars over five years into a new initiative aimed at helping organizations to scale AI. 00:40 — So, what's the pla...

In today's Cloud Wars Minute, I break down why Workday sees agentic AI as the key to defending its 80 million-user base. Highlights 00:02 — Workday co-founder Aneel Bhusri resumed his position as CEO. He wanted to help guide the company through the AI Revolution and help bring a solid knowledge of what's happening and how Workday as a company has to be able to innovate and create and get with the...