Cloud Wars Live with Bob Evans

Key Takeaways Career journey and Microsoft involvement: While he's been in the industry for a long time, Accardi recounts being in the Microsoft arena for about 14 to 15 years. "My entire career has been around technology...and I have familiarity with various platforms," he notes. He has filled a range of roles, including sales leadership, marketing, product management, and more. Over the past sev...

In today's Cloud Wars Minute, I break down why Google Cloud’s new Gemini Enterprise may be Thomas Kurian’s most ambitious and most defining move yet. Highlights 00:14 — One of the fastest-growing companies in the Cloud Wars Top 10 — and one that has been the most innovative, successful, and is definitely making a run at the number one spot — is Google Cloud. And I think that this week, as Thomas K...

In today's Cloud Wars Agent and Copilot Minute, I look at how screen-aware Copilots , task-based agents, and multimodal interfaces are reshaping enterprise work — and why identity, permissions, and access guardrails now matter more than ever. Highlights 00:30 — Two experts, Brian Madden, Vice President and Field Technology Officer and Futurist at Citrix, and Marco Casalaina, Vice President of Prod...

In today's Cloud Wars Minute, I reveal how Palantir leapfrogged the competition with 63% cloud growth, shaking up the Cloud Wars Top 10 . Highlights 00:14 — Periodically, I do an update on what I call the Cloud Wars Growth Chart. The latest list shows that Palantir — new to the Cloud Wars Top 10 — is number one in fastest growth, by a long shot. Google Cloud, which for the last six quarters had be...

In this episode of the AI Agent & Copilot Podcast, John Siefert is joined by Eric Newell, CEO, Stoneridge Software , while on-site at Community Summit North America 2025 , which took place October 19-23. Newell shares his takeaways from the conference, and what he expects the future of AI adoption to look like over the next 12-18 months. Key Takeaways Summit NA buzz : Newell notes the prominence o...

In today's Cloud Wars Minute, I discuss Workday's acquisition of the enterprise knowledge and learning platform provider Sana, and what it means for customers. Highlights 0:05 — Now,the understanding of the capabilities of LLMs has seeped from discussions among in-the-know business leaders into the general public. Personally, I don't know anyone who hasn't tried ChatGPT at least once. However, whe...

In today's podcast, John Siefert sits down with Magnus Perri, CEO, elevaite365 Test Automation, and Michael Catterall, Product Lead, elevaite365 Test Automation, to unpack how AI is redefining testing in Dynamics 365 projects. They discuss why manual testing overwhelms business users, how elevaite365 Test Automation 's platform automates and adapts with AI, and how a community-driven script librar...

In today's Cloud Wars Minute, I explore how tech rivals are becoming collaborators to better serve customer innovation. Highlights 00:43 — I call SAP and Snowflake's recent announcement a promiscuous partnership that's powerful and promising. I'll try not to trip over too many more P’s here, but I think the point of this is we're seeing the promiscuous side: big tech companies that, you know, were...

In this episode of the AI Agent & Copilot Podcast, John Siefert hosts Jeff Miller , Vice President, Americas, LS Retail , for a discussion on LS Retail's position in its industry, how it supports organizations across the globe, integrating AI, and upcoming projects. Key Takeaways About the company: LS Retail has been a leader in its industry from an ISV perspective. The company has been in the eco...

In today's Cloud Wars Minute, I take you inside Palantir’s wildly different approach to driving customer growth. Highlights 00:14 — One of the companies causing a lot of disruption within the Cloud Wars Top 10 companies is Palantir, which recently reported its Q3 revenue up 63% to $1.12 billion, just growing incredibly fast and putting together a remarkable set of customers and customer references...

In this special episode of Cloud Wars Live, Bob Evans speaks with Chad Wahlquist, Architect at Palantir, about the company’s explosive Q3 growth and the accelerating adoption of its AI Platform (AIP). They explore how AIP serves as an operating system for the enterprise, enabling customers to achieve global optimization, faster ROI, and model flexibility. Wahlquist also talks about Palantir’s open...

In today's Cloud Wars Agent and Copilot Minute, I look at how Copilot’s smarter search experience supports users, respects content creators, and strengthens the web. Highlights 00:12 — Microsoft has announced that it's bringing the best of AI search to Copilot, along with a dedicated Copilot search experience. In practice, this means that responses from Copilot will include, as Microsoft describes...

In this episode of the AI Agent & Copilot Podcast, John Siefert is joined by Stijn Geeroms , Vice President Business Solutions, Cegeka , for a conversation on Cegeka being named Microsoft's Partner of the Year for supply chain. Key Takeaways About the company: Cegeka is a global IT company headquartered in Belgium. It has around 10,000 professionals across Europe and North America. Geeroms describ...

In today's Cloud Wars Minute, I take a look at how Oracle’s bold multicloud partnerships — with Microsoft, AWS, and Google Cloud. Highlights 00:15 — One of the ways in which Oracle has been distinguishing itself is not just with its new technology, but with interesting go-to-market approaches. Now, Ellison recently said that while Oracle's multicloud business, where its three competitors, Microsof...

In today’s Cloud Wars Minute, I delve into OpenAI’s $38 billion partnership with AWS, giving Amazon a major role in powering and scaling OpenAI’s AI workloads. Highlights 0:03 — OpenAI and AWS have announced a multi‑year strategic partnership valued at $38 billion for AWS. This deal will enable AWS to provide the infrastructure necessary to support the operation and scaling of OpenAI’s AI workload...

In today's Cloud Wars Minute, I dig into why Google Cloud’s momentum in AI-centric deals is reshaping the entire cloud landscape. Highlights 00:30 — A few major things became evident from Google Cloud's third-quarter results from late last month. One, if you look at the giant deals Google Cloud signed in the first three quarters of 2025, it inked more billion-dollar-plus deals than it did in all o...

In today's Cloud Wars Minute, I call out AWS’s slowdown in both innovation and momentum, as the rest of the hyperscalers redefine the future of cloud. Highlights 00:15 — Now it's been interesting here as we watch the four hyperscalers recently, Microsoft, AWS, Google Cloud, and Oracle. We hear that cliche about a rising tide lifts all boats. And I would say that AWS is definitely the one of the fo...

In this episode of Cloud Wars Live, Bob Evans speaks with T.K. Anand, Executive Vice President at Oracle, during Oracle AI World in Las Vegas. The discussion centers on Oracle’s new AI Data Platform, a major initiative designed to help customers harness their own data to drive AI transformation. Anand outlines how Oracle’s open, unified approach to managing enterprise data enables organizations to...

In today's Cloud Wars Minute, I explore Workday’s latest move to deepen AI’s role in enterprise operations. Highlights 00:03 — Workday has announced its new Custom AI Model Library for the Workday Contract Intelligence Agent, powered by Evisort . The library includes over 120 pre-built AI models designed to identify critical clauses, risks, line items, and terms within contracts. The goal is to gi...

Hasan Rizvi, EVP, Database Engineering, Oracle, talks to Bob Evans in this latest episode of Cloud Wars Live. They explore the launch of Oracle AI Database 26ai, the Autonomous AI Lakehouse, and breakthroughs in multi-cloud deployment. Rizvi also discusses vector search, agentic AI , and how Oracle is simplifying complex architectures for the AI era. It’s a compelling look at how Oracle is reshapi...

In today's Cloud Wars Minute, I spotlight Palantir’s stunning 63% revenue surge and its defiant, rule-breaking vision for the AI Era. Highlights 00:30 — Palantir, earlier this week, reported its Q3 numbers, and they were absolutely extraordinary. I thought the only thing that matched the blowout numbers that Palantir had was the perspective and philosophy revealed in the Q3 earnings call from CEO...

In today's Cloud Wars Live, Mahesh Thiagarajan, EVP, Oracle Cloud Infrastructure, speaks with Bob Evans about Oracle’s bold strategy to lead in the AI infrastructure race. He details how Oracle is scaling zeta-level compute, launching a 1.5 gigawatt GPU campus, and engineering full-stack solutions that combine bare-metal hardware, custom networking, and advanced software. With OCI’s rapid innovati...

In today's Cloud Wars Minute, I take a look at Microsoft’s newest Copilot feature that lets users type to Vision instead of relying solely on voice. Highlights 00:10 — Microsoft has rolled out a new update for the Microsoft Copilot app on Windows for Windows Insiders. This update allows users to interact with Copilot Vision using text inputs, and Copilot will respond, in turn, with text outputs in...

In today's Cloud Wars Minute, I take a look at how Oracle and Google Cloud are surging past Microsoft and AWS in RPO and backlog growth Highlights 00:13 — There’s no question that 10, 12, 15 years ago, it was AWS and Microsoft that set the rules for cloud infrastructure . Google Cloud and Oracle, both of them, while much smaller in revenue than AWS and Microsoft, are growing much faster. My conclu...

Juan Loaiza is the EVP of Database Technologies at Oracle. In today's special episode of Cloud Wars Live, Loaiza joins Bob Evans to discuss how AI is transforming the way businesses interact with data. He spotlights Oracle’s new AI-native database, the importance of trust and security in enterprise AI, and why business users now play a bigger role in data strategy. It’s a revealing look at how Ora...