Cloud Wars Live with Bob Evans

In today’s Cloud Wars Minute, I look at how Microsoft is helping developers build and scale AI agents safely inside Visual Studio Code. Highlights 00:10 — The Microsoft Copilot Studio extension for Visual Studio Code is now generally available, providing developers with the ability to build and manage Copilot Studio agents directly within the IDE. This extension is designed for developers and inte...

In today’s Cloud Wars Minute, I break down Palantir’s breathtaking Q4 results and why its customer-first AI approach is a wake-up call for the entire enterprise software industry. Highlights 00:06 — Several companies in the Cloud Wars Top 10 have been rolling out their numbers for Q4 and for year 2025, the numbers from Palantir , expected to be pretty good. They're absolutely stunning. Total reven...

Key Takeaways AI's progress : Wiese expresses excitement to return to the event after a year to hear real case studies on how people have embraced AI, especially appreciating the human and change‑management side of this transformational journey. Specifically, she's eager to learn where organizations have tested, scaled, or faced pushback over the past 12 months, noting that adopting AI is an ongoi...

In today's Cloud Wars Minute, I discuss Christian Klein's plan for SAP's continued success. Highlights 00:00 — Hello, my friends. Welcome back to Cloud Wars Minute, where 2026 is off to a racing start here into the AI economy. And I wanted to talk today a little bit about the results for Q4 and full-year 2025 from SAP, which is now number four on the Cloud Wars Top 10, moved up from the number fiv...

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In today’s Cloud Wars Minute, I dig into Microsoft’s fiscal Q2 results, unpacking the headline RPO surge, the OpenAI effect, and what the numbers really say about future demand. Highlights 00:10 — Want to talk about Microsoft's fiscal Q2 , numbers that came out yesterday. That's for the three months ended, December 31 and there was some remarkable numbers in there, but we're going to dig into thos...

In this episode of the AI Agent & Copilot Podcast, John Siefert is joined by Shawn Dorward, Vice President at sa.global and a second-year leader on the Programming Committee Board. Together, they explore how the AI landscape has evolved from curiosity to execution, what made the 2026 AI Agent & Copilot Summit NA speaker selection process so competitive, and how leadership, creativity, and intentio...

In today's Cloud Wars Minute, I compare how AWS, Microsoft, Google Cloud, and Oracle are competing in the sovereign cloud race. Highlights 00:03 — AWS has announced the general availability of the AWS European Sovereign Cloud. This new, independent cloud service is located solely within the EU’s borders, ensuring that it’s separate from other AWS regions. Ultimately, the European Sovereign Cloud e...

In today's Cloud Wars Minute, I debunk the myth that legacy vendors like Oracle, Microsoft, and SAP can’t thrive in the cloud and AI era. Highlights 00:10 — I want to talk about why Oracle, Microsoft, and SAP are thriving and being leaders in the industry in both cloud and AI. Why is this happening? Especially because, if you look back, we kept hearing this conventional wisdom that the legacy vend...

Key Takeaways What to expect in 2026 : The industry has moved from its previous point in the "hype cycle" into a more realistic phase, where limitations of AI and agents are clearer, and new methodologies are needed to extract real business value. Robinson adds that this year’s AI Agent & Copilot Summit serves as an important refresh to share what’s been learned, preview what’s coming, and feature...

In today's Cloud Wars Minute, I spotlight why SAP’s AI and data strategy is changing the enterprise game. Highlights 00:02 — We’ve got more changes to dig into here on the Cloud Wars Top 10 , as we saw SAP soar up to number four. SAP had held the number five spot for a couple of years now, and moved up to number four. All those companies in the enterprise application space now have morphed into ap...

In today's Cloud Wars Minute, I dive into the key innovations behind Salesforce’s push toward the agentic AI enterprise. Highlights 00:12 —Salesforce has introduced its Spring ’26 release, which will become available to customers on February 23. Salesforce Workspace, Salesforce's solution for unifying sellers and agents, is described as an intelligent hub. The solution acts as a single place for s...

forced Microsoft out of the #1 spot in the Cloud Wars Top 10 . Highlights 00:03 — Going to go a little more deeply into the shuffles in the Cloud Wars Top 10, some big shake-ups here. Companies moving up and down. Microsoft, former number one, drops down to number three. Google Cloud, up to number one, Oracle to number two. 00:25 — I want to talk today about my main reasons for moving Microsoft do...

Bob Evans speaks with Jaison Correya, CEO of CLOUDVICE, in a special Cloud Wars Live episode focused on the real-world evolution of AI. Fresh off CLOUDVICE’s win of the 2025 Oracle North America Technology and Cloud AI Innovation Partner Award, Correya explains the purpose-driven innovation behind the company’s CORX platform. The discussion explores how AI, cloud, blockchain, and robotics converge...

In this episode of the AI Agent & Copilot Podcast, John Siefert , CEO of Dynamic Communities, is joined by Crystal Ahrens, Vice President of Solution Delivery and System Architecture at The Heico Companies LLC. Together, they explore how enterprises are moving beyond AI experimentation into real production outcomes, drawing on lessons from implementing agents and Copilot at scale. The conversation...

In today's Cloud Wars Minute, I explore how AI and healthcare are intersecting at an unprecedented pace. Highlights 00:14 — Discoveries in healthcare are coming at an unprecedented pace. Capabilities have never been greater, and new methods of consulting with and treating patients are consistently emerging. However, all of this progress brings with it a significant administrative burden, because t...

In this Cloud Wars Special Report, Bob Evans sits down with Mike Sicilia, CEO of Oracle , to discuss Oracle’s rise to the number-two position on the Cloud Wars Top 10 . Their conversation explores why customers are increasingly gravitating toward Oracle, how AI embedded across infrastructure and applications is accelerating time to value, and why openness, multi-cloud flexibility, and data gravity...

Welcome to the  Cloud Wars Minute  — your daily cloud news and commentary show. Each episode provides insights and perspectives around the “reimagination machine” that is the cloud. In today's Cloud Wars Minute, I highlight Oracle's rise to #2 in the Cloud Wars Top 10 rankings, driven by AI-led innovation and rapid cloud growth. Highlights 00:06 — Oracle has surged from #3 to #2 in the Cloud Wars...

In this episode of the AI Agent & Copilot Podcast, John Siefert , President and Founder of AIAC, sits down with Seth Bacon, Director of Innovation at RSM, to explore how organizations can move beyond AI hype and into real, measurable value. Their conversation dives into practical adoption, industry-specific use cases, and what attendees can expect from the 2026 AI Agent & Copilot Summit NA , where...

In today’s Cloud Wars Minute, I break down how Google’s new Gemini 3 Flash delivers near-real-time AI performance with the speed, scale, and cost efficiency enterprises need as AI moves from Q&A to action. Highlights 00:03 — Google has expanded its Gemini 3 model family with the introduction of Gemini 3 Flash, a model designed for speed without sacrificing quality. Gemini 3 Flash enables organizat...

Bob Evans sits down with Thomas Kurian, CEO of Google Cloud, following Google Cloud’s rise to the #1 position on the Cloud Wars Top 10 . Their conversation explores how Google Cloud’s customer-first philosophy, deep industry specialization, and long-term AI investments have reshaped its trajectory. Kurian shares how disciplined portfolio choices, partner ecosystems, and applied AI are helping cust...

In today's Cloud Wars Minute, I spotlight Thomas Kurian’s game-changing customer strategy at Google Cloud. Highlights 00:03 — We’ve got a new number one on the Cloud Wars Top 10 . That’s Google Cloud. They’ve leapfrogged Microsoft, and Oracle has moved up to the number two spot, with Microsoft coming in at number three. This is reflective of a very, very different business environment that we’re f...

Key Takeaways Overview : Taylor defines accessibility as the "design and provision of products, services, environments, and information that can be easily used, accessed, and understood by everyone, especially those with disabilities." At its core, it’s about creating equitable experiences for all. Accessibility impacts : When noting the impacts of accessibility for organizations and businesses, T...

In today's Cloud Wars Minute, I examine Satya Nadella’s call to shift AI focus from capabilities to societal contributions. Highlights 00:21 — One of the leading voices in the AI Revolution, Microsoft CEO Satya Nadella , has outlined his vision for AI in a blog post. Nadella states that 2026 will be a pivotal year for AI. He says we are now past the initial discovery phase and entering a phase of...

Bob Evans , Founder of Cloud Wars, joins John Siefert , CEO, Cloud Wars and Dynamic Communities, to unpack one of the most dramatic reshuffles in the history of the Cloud Wars Top 10 . Together, they explore what Bob calls “tectonic shifts” as Google Cloud rises to number one, Oracle surges to number two, and Microsoft slips to third. The conversation goes well beyond rankings, diving into AI plat...