Cloud Wars Live with Bob Evans

In today's Cloud Wars Minute, I explore the massive reshuffle in the Cloud Wars Top 10 driven by the rise of AI-first strategies. Later this morning, I'll expand upon these themes in a second fireside chat with my CEO, John Siefert, specifically focusing on numbers four through ten on the list. Highlights 00:03 — We’ve got more big changes going on in the Cloud Wars Top 10. SAP moves up to number...

Bob Evans sits down with John Siefert to unveil major shifts in the Cloud Wars Top 10 rankings in this first of a two-episode series. The discussion centers on why Google Cloud now claims the number-one position, Oracle surges to number two, and Microsoft slides to number three after a historic run. Evans explains how customer empathy, ecosystem strength, security posture, leadership vision, and f...

In this episode of the AI Agent & Copilot Podcast, host Giuseppe Ianni , Cloud Wars Analyst and thought leader, sits down with Bob McAdam, Head of Strategic Partnerships at Tasklet and a Programming Committee member for the 2026 AI Agent & Copilot Summit NA . Together, they explore how AI has evolved from hype to hands-on reality, what attendees can expect at this year’s summit, and why practical,...

In today's Cloud Wars Minute, I break down why Google Cloud now tops the Cloud Wars Top 10 . Highlights 00:08 — This week we have named Google Cloud as the new number one company on the Cloud Wars Top 10. Oracle has risen to number two. Microsoft slides down to number three. Microsoft’s held that top spot for four years. It’s three times bigger than Google Cloud, but there’s much more that goes in...

In today's Cloud Wars Minute, I look at the continued strength of the Microsoft– OpenAI partnership, despite past tensions, through the launch of GPT-5.2. Highlights 00:12 — Microsoft has announced the general availability of OpenAI’s GPT-5.2 in Microsoft Foundry. It stated that introducing a new frontier model series, purposefully built to meet the needs of enterprise developers and technical lea...

In today's Cloud Wars Minute, I connect the dots between tech disruption and retail transformation. Highlights 00:15 — We see now the true emergence from what I’ve called for a long time the AI Revolution, now into the AI Economy. NVIDIA , with a strategic partnership with Mercedes-Benz, is not just Mercedes-Benz using a little bit of NVIDIA’s software inside its new cars. It's calling it an AI-dr...

Bonnie Tinder is the founder and CEO of Raven Intelligence, an independent B2B peer review site that amplifies the voice of the customer. She focuses on software customers, consulting partners, and software vendors and helps identify the best partners for their needs. In this episode of Cloud Wars Live, Bonnie and Bob explore why AI success hinges far more on implementation than hype. As the AI ec...

Key Takeaways Adoption approach : Successful adoption of AI requires not only technical implementation but also strong data governance, strategic initiatives, and enterprise-level practices, explains Simms. While there is great potential across business solutions, challenges like hallucinations and poor adoption highlight the need for structured approaches and diverse expertise. Session selection...

In today's Cloud Wars Minute, I look at why private-data inferencing may be the next trillion-dollar AI market Highlights 00:28 — Larry Ellison's grand AI plan for 2026 is centered on the holy grail for CEOs, boards of directors, and business leaders. They’re looking to unlock the power of all their data for AI reasoning and inferencing. Oracle’s promise is that Oracle’s solutions are going to all...

In today's Cloud Wars Minute, I share how big tech and Edtech are aligning to meet the challenges of rapid change. Highlights 00:03 — IBM and Pearson have announced a partnership to create personalized learning products powered by AI. These products are designed for a wide range of businesses, public organizations, and educational institutions. Pearson aims to utilize watsonx Orchestrate and watso...

Key Takeaways Reflections: Grant reflects on last year's AI Agent & Copilot Summit, acknowledging the in-depth learning opportunities given the newness of AI at the time. Although it was the first year, he says it "felt like a really mature conference." The upcoming AI Agent & Copilot Summit can enable attendees to dig deeper into "how we actually accomplish things as a business, as an organizatio...

In today's Cloud Wars Minute, I explore what ServiceNow’s potential $7B acquisition of Armis could mean for its cybersecurity strategy and its customers. Highlights 00:06 — According to recent reports, ServiceNow is in advanced talks to acquire Armis, with more details expected to be announced in the coming days. Coverage from Bloomberg suggests that the deal could be worth up to $7 billion. I wan...

Key Takeaways AI use cases : At Insight Works, Hamblin explains that AI is leveraged in three main ways: to enhance internal business process development, to create higher-quality marketing content, and to enhance product offerings. Product specifics : Hamblin shares how AI is streamlining Shop Floor Insight , a product of Insight Works, by automating labor time validation, eliminating the need fo...

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In today's Cloud Wars Minute, I want to wish everybody a Merry Christmas, Happy Holidays, and an incredible New Year. Highlights 00:02 — This is the best time of the year, the holidays. We want to say Merry Christmas and Happy Holidays. Happy New Year to everybody. This is my special partner, Louisa. She's two and a half. She's quite the technologist. 00:40 — So, hey, everybody, I just want to say...

today's Cloud Wars Minute, I unpack how tech and mindset together will decide the winners in the 2026 AI economy. Highlights 00:31 — Google Cloud, has just had a pretty interesting engagement with BNY Mellon. BNY used to be called Bank of New York, merged with Mellon — a massive financial services organization — and they've got what I think is a brilliant AI strategy. It's simply: “AI for everyone...

In this episode of the AI Agent & Copilot Podcast, John Siefert, CEO of Dynamic Communities and Cloud Wars, is joined by AJ Ansari, Microsoft MVP and member of the programming committee for the AI Agent & Copilot Summit. The conversation focuses on what enterprises should really be looking for as agentic AI adoption matures. Key Takeaways Real-world stories over hype: As interest in agentic AI sur...

In today's Cloud Wars Minute, I look at how Google Cloud is reshaping the defense tech landscape. Highlights 00:04 — Google Cloud has announced a multi-million dollar contract with the NATO Communication and Information Agency (NCIA), to provide critical sovereign cloud capabilities. This new strategic partnership aims to enhance NATO's digital infrastructure. The NCIA will utilize Google Distribu...

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In today’s Cloud Wars Minute, I break down the latest earnings results showing Oracle and Google Cloud surging into a tie for the #2 fastest-growing cloud vendors in the world’s greatest growth market. Highlights 00:13 — Two companies that are really pushing the boundaries here in the greatest growth market the world has ever known are Oracle and Google Cloud . Recently, Oracle pulled into a tie w...

Key Takeaways Summit expectations: With so many people dipping their toes into the AI, Copilot, and agentic capabilities of Microsoft, Nancie expects the AI Agent & Copilot Summit to be filled with exciting stories about the outcomes and how people are leveraging and benefiting from it. She also anticipates seeing more exploratory customer case studies demonstrating the shift from conversational C...

In today's Cloud Wars Minute, I cover Oracle's Q2 results. Highlights 00:19 — One of the hottest Cloud Wars Top 10 companies right now is Oracle. And I want to talk today a little bit about Oracle's Q2 results from last week. I think there's been a little bit of the fog of war, the fog of AI war specifically here, that has obscured the impact behind what's really going on with Oracle's numbers. 01...

In today's Cloud Wars Agent & Copilot Minute, I explore Microsoft's addition of Mistral Large 3 to its Foundry platform and why it's a major win for developers seeking open, enterprise-ready AI models. Highlights 00:11 —Microsoft Foundry is a platform from Microsoft, designed for building, customizing, and deploying GenAI applications and agents. It allows users to access over 11,000 models. Recen...

Sales, and Matt Hobbs, Cloud Engineering and Data Analytics Platform Leader and Partner at PwC US. Together, they explore how companies can stop overpaying for cloud and instead fund AI innovation by shifting spend from legacy and suboptimal cloud deployments into modern architectures, multi-cloud strategies, and enterprise-grade AI capabilities that actually move the needle on growth, margin, and...

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 discuss why culture, mindset, and leadership matter just as much as technology in driving AI transformation, based off my conversation with Will Grannis, CTO, Google Cloud.   Highlights 00...