Cloud Wars Live with Bob Evans

In today's Cloud Wars Minute, I break down how Microsoft is redefining the agentic AI landscape with Copilot Studio Lite and Full Experience, offering tailored tools for both low-code creators and enterprise-grade developers. Highlights 00:03 — Microsoft has announced the launch of Copilot Studio Lite and Copilot Studio Full Experience, two versions of Copilot that, in the words of Principal Solut...

In today's Cloud Wars Minute, I break down how Oracle’s $455 billion RPO surge is being driven by Larry Ellison’s bold vision to lead not just in AI training — but in the even larger market of AI inferencing. Highlights 00:46 — First, Ellison talked about AI training . Then, he discussed AI inferencing, which will be much, much bigger than AI training. Ellison said that AI inferencing will be used...

In today's Cloud Wars Minute, I discuss Oracle's amazing Q1 results. Highlights 00:17 — Oracle yesterday released its fiscal Q1 results for the quarter ended August 31. And while its revenue figures for those three months were nice, the killer here was its RPO: remaining performance obligation. Oracle reported remaining performance obligation up 359% to $455 billion. 01:24 — Microsoft's cloud reve...

In today's Cloud Wars Minute, I dive into the growing debate between SaaS and agentic AI, sparked by Satya Nadella’s December 2024 remarks suggesting that AI agents could spell the end of SaaS.Highlights 00:32 — We've all been hearing a lot about SaaS dying — the demise of SaaS — triggered by AI, an opinion expressed in December of 2024 by Microsoft CEO Satya Nadella , who said that the rise of AI...

In today's Cloud Wars Minute, ServiceNow’s push into CRM meets Salesforce’s expansion into ITSM (IT Service Management), powered by agentic AI . Highlights 00:14 — While I'm focusing here on Salesforce and ServiceNow, and some changes each is making to get into markets dominated by the other, the larger point here is about how agentic AI is triggering new competition and new approaches. Today, I'm...

Highlights 00:03 — Microsoft AI CEO Mustafa Suleyman has published a blog post that criticizes the notion of seemingly conscious AI. He argues that the pursuit of this idea, particularly regarding AI model welfare, is misguided. 00:19 — Suleyman explains that these concepts are already causing mental health issues among users. He is growing: “more and more concerned about what is becoming known as...

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 spotlight Google’s stunning 33x reduction in AI power consumption, what it means for the future of sustainable tech, and how bold innovation is driving the AI revolution forward.   Highlig...

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, Bonnie shares seven hard-earned lessons from over 1,000 customer reviews, covering everything from data migration...

00:03 — ServiceNow has announced that it's joining forces with SENAI-SP to launch a major AI training and certification program in Brazil as part of ServiceNow University. The new program aims to train hundreds of users by 2025 contributing to the University's overall global goal of upskilling three million people by 2027. 00:30 — This new program will equip learners with technical skills in AI di...

In today's Cloud Wars Minute, I dive into Snowflake’s record-breaking Q2 performance and explore how CEO Sridhar Ramaswamy is positioning the company for long-term AI-driven success. Highlights 00:14 — Snowflake has been a remarkable story of growth and achievement—category creation here around the AI Data Cloud —and it reported last week a very strong Q2 with product revenue up 32% to $1.09 billi...

In today's Cloud Wars Minute, I explore how explosive AI demand is driving massive infrastructure deals like the one between Google Cloud and Meta. Highlights 0:03 — Google Cloud has entered into a six-year agreement with Meta that's reportedly worth over $10 billion. The deal encompasses a variety of services, including use of Google Cloud servers, storage, and networking facilities. This is a si...

In today's Cloud Wars Minute, I, along with a special partner, dive into Palantir’s explosive Q2 performance, celebrate their first billion-dollar quarter, and explain why this 21-year-old disruptor is poised to shake up the cloud industry . Highlights 00:13 — I’ve got a high-growth specialist here, Rory, my granddaughter and good buddy. We're going to talk about Palantir. Palantir, in its recentl...

In today's Cloud Wars Minute, I dive into Oracle's bold $1 billion-a-year move to power a massive AI-focused data center in West Texas using gas generators. Highlights 00:18 — Oracle is set to spend over a billion dollars a year to power a new mega data center in West Texas, using gas generators instead of waiting to be connected to the local utilities. The gas-powered site is being developed by V...

In today's Cloud Wars Minute, I break down Workday’s strong Q2 results, highlighting how AI solutions, mid-market growth, government expansion, partner-driven value, and global initiatives are fueling momentum.   Highlights 00:14 — Workday recently posted a very nice fiscal Q2, ended July 31. I pulled out growth factors from the earnings call. Just a quick recap here: for Q2, its subscription reve...

In today’s Cloud Wars Minute, I break down SAP’s strategic acquisition of SmartRecruiters and what it means for the future of AI-powered talent acquisition within the SuccessFactors HCM suite. Highlights 00:03 — SAP has announced that it has agreed to acquire the talent acquisition software provider SmartRecruiters. SAP plans to integrate the company’s comprehensive suite of AI-powered talent acqu...

In today’s Cloud Wars Minute, I explain how Oracle is transforming healthcare with its AI-driven, cloud-native EHR, setting a bold path toward intelligent care. Highlights 00:02 — Oracle has introduced an updated version of Oracle Health EHR , or Electronic Health Record, for ambulatory providers in the U.S., built on Oracle Cloud Infrastructure . The new system features native AI agents that oper...

In today's Cloud Wars Minute, I look at how the four hyperscalers are now spending a billion dollars every day on CapEx to keep up with explosive AI demand. Highlights 00:19 — The four hyperscalers — AWS, Microsoft, Google, and Oracle — are now spending, as of Q2, a combined billion dollars a day on CapEx to try to keep up with explosive AI demand. Here's where these numbers come from. And I will...

In today's Cloud Wars Minute, I break down a major move by the U.S. government and AWS. Highlights 00:02 —The U.S. government is being given access to $1 billion in AWS credits for use until the close of 2028 to help bolster federal cloud adoption and IT modernization efforts. 00:38 — We're seeing companies in the Cloud Wars Top 10 and beyond offering the U.S. federal government massive discounts...

Wei Hu is the Senior Vice President, High Availability Technologies, at Oracle. In today's Cloud Wars Live, Hu sits down with Bob Evans for a wide-ranging discussion on Oracle’s globally distributed database, AI-native workloads, and how Oracle is helping businesses meet data sovereignty requirements while delivering high performance, elasticity, and always-on availability across regions. Where AI...

In today's Cloud Wars Minute, I explored why the groundbreaking Oracle–Google Cloud partnership around Gemini AI marks a bold new era for multi-cloud collaboration. Highlights 00:14 — It's a brilliant move by Oracle and Google Cloud to form a partnership where Gemini AI is now available on the Oracle Cloud. Gemini on OCI is pretty wild. Both Oracle and Google compete viciously against each other....

In today's Cloud Wars Minute, I take a closer look at AWS’s market positioning and the narrative shared during its recent earnings call. Highlights 00:36 — I was puzzled by some of the math and the numbers that Amazon CEO Andy Jassy, speaking on behalf of AWS on the Amazon earnings call , used in trying to describe the competitive position that AWS finds itself in. 01:28 — We've got AWS, now on a...

In today's Cloud Wars Minute, I explore AWS's bold new approach to eliminating AI hallucinations using automated reasoning and formal logic. Highlights 00:04 — AWS has announced that automated reasoning checks, a new Amazon Bedrock guardrails policy, are now generally available. In a blog post, AWS's Chief Evangelist (EMEA), Danilo Poccia said that: "Automated reasoning checks help you validate th...

 In today's Cloud Wars Minute, I unpack the strategy behind Microsoft’s $368B in contracted cloud business and Q4 surge. Highlights 00:39 — CEO Satya Nadella explained what was behind this huge growth in Microsoft's Azure revenue in Q4, which ended June 30. Overall cloud revenue for the quarter was up 27% to $46.7 billion. This is the first time it's ever released any revenue figures for Azure. 01...

In today’s Cloud Wars Minute, I cover Snowflake’s investment in Hightouch to advance agentic AI for personalized marketing. Highlights 00:03 — Snowflake Ventures , the investment arm of Snowflake, alongside Capital One Ventures , has announced an investment in Hightouch, a data and AI platform focused on personalized, targeted marketing. In 2024, Hightouch launched an agentic AI solution for lifec...

In today's Cloud Wars Minute, I take a closer look at what may be the biggest B2B deal in tech history, Larry Ellison’s $100B+ agreement with OpenAI.   Highlights 00:15 — We've seen some extraordinary things happen with OpenAI and the alliances it has had. For the first several years of its existence, it was tightly paired with Microsoft. That has changed dramatically now, and OpenAI is now tightl...