Cloud Wars Live with Bob Evans

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...

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...