Cloud Wars Live with Bob Evans

In today's special edition of Cloud Wars Live, Bob Evans talks with Kris Rice, Senior Vice President, Software Development, Oracle Database, about the rapid rise of AI, the strategic impact of the new MCP Server, Oracle’s unique approach to integrating LLMs with private data, and what to expect at this year’s CloudWorld. Rice shares how Oracle is meeting developers where they are, enabling seamles...

In today’s Cloud Wars Minute, I discuss Satya Nadella’s bold Q4 claim that Microsoft is the #1 cloud provider, leaving rivals to fight for second place. Highlights 00:12 — Microsoft laid out a very clear, unmistakable story in Q4 that it is the biggest and right now certainly the most powerful, most influential cloud provider. CEO Satya Nadella used the opportunity of these unprecedented financial...

In today’s Cloud Wars Minute, I highlight how the rapid rise of AI — without the right security in place — could be the biggest unseen threat to your business. Highlights 00:03 — IBM's new "Cost of a Data Breach" report has revealed that while AI adoption is on the rise, AI security and governance are lagging significantly. Suja Viswesan, Vice President, Security and Runtime Products at IBM, expla...

In today's Cloud Wars Minute, I reveal why AWS’s growth, though strong in isolation, looks sluggish compared to its peers. Highlights 00:29 — We're seeing a distinct split looking at the Q2 numbers. We've got three sprinters — Microsoft, Google, and Oracle — and we've got one stroller, which is AWS. Now, also, just a quick detail: the first three companies — Microsoft, Google, and AWS — all follow...

In today's Cloud Wars Minute, I break down reports of a potential $1.2 billion cloud deal between Google Cloud and ServiceNow, and what it means for the ever-intensifying battle among the cloud giants. Highlights 00:04 — Google Cloud has just secured a massive cloud deal with ServiceNow worth an estimated $1.2 billion over five years. In its latest filing, ServiceNow states that it's entered into...

business history. Highlights 00:14 — Now, any question about this greatest growth market the world has ever known was blown away last week, when Microsoft reported its fiscal Q4 earnings. And I think Microsoft's Q4 results have to be regarded as the greatest quarterly results of any company in any industry of all time. 00:40 — Now, I cannot say that I have done a rigorous analysis of every quarter...

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 explore the fierce competition among tech giants to attract the brightest minds in AI as the race for dominance ramps up a gear.   Highlights 00:03 — As the battle for AI dominance among t...

In today's Cloud Wars Minute, I share how IBM has built a $7.5 billion GenAI business in just 18 months, transforming everything from mainframes to consulting under the bold leadership of CEO Arvind Krishna . Highlights 00:13 — IBM last week reported its Q2 numbers. Very impressive. I thought one of the most interesting points was that in just 18 months, IBM has built up a GenAI business with a re...

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, she joins Bob Evans to talk about the shifting landscape of enterprise consulting, the rise of AI-driven delivery...

 In today's Cloud Wars Minute, I spotlight a powerful joint message from two of Europe’s top tech CEOs, Siemens CEO Roland Busch and SAP CEO Christian Klein, who are urging the European Union to reconsider its AI legislation. Highlights 00:03 — The CEOs of Siemens and SAP have urged the EU to reconsider its AI legislation, expressing concerns that the current law hinders innovation. SAP CEO Christ...

Kim Lynch is the Executive Vice President of Government, Defense, and Intelligence, Oracle. She and Bob Evans sit down to discuss how public sector organizations are accelerating digital transformation with AI , cloud, and secure infrastructure. They explore critical challenges like regulatory compliance , procurement complexity, and legacy system modernization, as well as the growing need for sca...

In today's Cloud Wars Minute, I spotlight the 30% surge in $20M+ customers as proof of ServiceNow’s enterprise momentum. Highlights 00:48 — Let me briefly touch on some of the key numbers from ServiceNow in Q2. So, the top line there: Subscription revenue was up 22.5% to $3.11 billion. Big jump in total RPO, or Remaining Performance Obligation , up 29% to almost $24 billion. I want to point out, t...

In today's Cloud Wars Minute, I break down Google Cloud’s explosive Q2 performance — including a 32% revenue jump, a $106 billion backlog, and a surge in billion-dollar deals. Highlights 00:14 — We saw a great re-acceleration by Google Cloud. In Q2, it recorded great numbers across the board. I think what this shows is that large enterprises are buying fully into the Google Cloud value proposition...

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  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 take a closer look at SAP’s Q2 cloud performance—24% revenue growth and a 22% rise in current cloud backlog—slower than past quarters, but still dramatically outpacing rivals like   High...

In today's Cloud Wars Minute, I explore how Microsoft is helping Thailand modernize its legal system using AI and cloud technologies to support its bid for OECD membership. Highlights 00:03 — Microsoft is helping to transform Thailand's legal system using AI and cloud technologies. The company is working closely with the Office of the Council of State. This effort is a critical part of the country...

Highlights 00:14 — Later today, we will hear from SAP about its Q2 financial results. So the cloud revenue for the past six quarters: 24%, 25%, 27%, 20%, 27%, 27%. I’m projecting 27% for Q2. It's even been stronger in its cloud backlog numbers: 27%, 28%, 29%, up to 32% in the giant Q4 numbers, 28% in Q1. I’m projecting the backlog will go up 29% for Q2. 01:34 — Three months ago, after SAP released...

Oracle, Microsoft, AWS, and Google Cloud. Oracle is the newest member of that elite club and recently claimed that none of the others can match them in the cloud. This is a timely topic, as business leaders accelerate their move into the cloud to harness AI and innovation. 01:00 — Recently Oracle Cloud Infrastructure's President Clay Magouyrk stated that Oracle is the only hyperscaler able to deli...

Highlights 00:03 — Oracle shares jumped 4% following news that the company is poised to sign a massive cloud deal expected to generate $30 billion annually, starting in fiscal year 2028. It's a potential game-changer for the company's revenue and growth. The announcement of the deal has already been filed with the Securities and Exchange Commission. 00:31 — Oracle's cloud business has received a s...

closely with the U.K. government, which feels it's got a lot of "ball-and-chain technology" hampering the ability of its employees but also governments themselves to move into the future and deliver greater service to their constituents. It is looking to cut expenses via modern technology by up to $50 billion, and it's enlisted Google Cloud's help to do that. 01:25 — At the Imperial War Museum, it...

In today's Cloud Wars Minute, I explore Amazon’s massive new AI infrastructure project, Project Rainier, built for Anthropic and the largest-ever deployment of Trainium2 chips by Annapurna Labs. Highlights 00:03 — AWS is building a colossal supercomputing cluster for Anthropic, a company that has received a total of $8 billion in backing from Amazon. Project Rainier is spread across multiple U.S....

In today's Cloud Wars Minute, I analyze the recent Microsoft layoffs. Highlights 00:14 — It's an ugly part of the free-market capitalism world, but what is inevitable in some ways — is layoffs. In the first six months of this year, Microsoft has laid off 15,000 people. I think we need to look at this as part of the new normal. It's an unfortunate consequence of the AI revolution and the incredible...

In today's Cloud Wars Minute, I take a look at what the Oracle-AWS collaboration means for the future of multi-cloud innovation and customer value. Highlights 00:22 — I think we can say now there’s romance in the cloud. Oracle and AWS are doing things in a collaborative way that they've never done before. The customers are swooning over this cloud romance. This is all built around the Oracle Datab...

In today's Cloud Wars Minute, I explore how ServiceNow and Nicus Software are teaming up to deliver a financial intelligence layer that helps enterprises optimize their cloud, AI, and IT spending by unifying data across finance , IT, and business units. Highlights 00:08 — ServiceNow is working with a partner, Nicus, to deliver a financial intelligence layer for enterprise tech. Interesting angle h...

In today's Cloud Wars Minute, I look at the ongoing relevance and success of so-called "legacy" organizations in the Cloud Wars Top 10. Highlights 00:16 — Now interesting to see across the 10 companies in the Cloud Wars Top 10 , we've got four that would fall under the sort of goofy legacy title. They've been around about half a century or more. And then we've got six companies that we referred to...