Cloud Wars Live with Bob Evans

In today's Cloud Wars Minute, I examine how Christian Klein’s stance could shift the entire European tech economy away from imitation toward AI-driven transformation Highlights 00:20 — A few months ago a lot of countries within Europe were saying, “What we need to do is build hyperscalers to match the ones based in the U.S.” Now, SAP CEO Christian Klein stood up and said, “That’s nuts. Let’s not d...

In today's Cloud Wars Minute, I explore Microsoft ’s new Facilitator Agent in Teams and how it’s quietly revolutionizing meeting collaboration through agentic AI. Highlights 00:07 — Microsoft has added a Facilitator Agent to Teams. This new agent can create agendas, take notes, help keep discussions on track, create follow-ups, and even pressure-test discussion points. There's a difference between...

In today's Cloud Wars Minute, I explore how Microsoft and Oracle are battling for AI data center supremacy. Highlights 00:15 — I want to talk about a couple of high-disruption companies — actually, three: Microsoft, Oracle, and OpenAI. And I think right now, it's safe to say that those three companies, together with SoftBank, are pursuing investments upwards of a trillion dollars in what they're c...

In today's Cloud Wars Minute, I look at how Oracle’s new co-CEOs plan to blend AI, OCI, and industry expertise into a powerful growth equation. Highlights 00:13 — Big things happening at Oracle. Safra Catz has stepped over and up to the role of Executive Vice Chairman, opening the door for two new CEOs at Oracle: Clay Magouyrk, the leader of their Oracle Cloud Infrastructure business, and Mike Sic...

In today's Cloud Wars Minute, I dive into how the U.S. House of Representatives is reversing its ban on Microsoft Copilot, signaling a major shift in government AI adoption and a strong endorsement for Microsoft’s AI capabilities. Highlights 00:07 — Last year, staffers at the U.S. House of Representatives were prohibited from using Microsoft Copilot with official documents. This was due to concern...

In today's Cloud Wars Minute, I analyze Larry Ellison’s decision to appoint Clay Magouyrk and Mike Sicilia as the company’s new co‑CEOs. Highlights 00:21 — Oracle's entering a new era now with two new co-CEOs being named to replace Safra Catz. On Monday, Oracle announced that Safra Catz , is going to be stepping out of the CEO role and becoming executive vice chairman. She clarified in a follow-up...

In today's Cloud Wars Minute, I break down Microsoft's historic $30 billion investment in UK AI infrastructure — and what it really means for the balance of power between global tech giants and national innovation. Highlights 00:05 — Microsoft has announced plans to invest $30 billion in AI infrastructure and ongoing operations in the UK. The investment includes $15 billion for capital expenditure...

In today's Cloud Wars Minute, I explore how the long-dismissed "legacy" giant Oracle continues to defy the odds and outperform expectations — particularly in the cloud database space. Highlights 00:14 — It's interesting what a little bit of time reveals to us. I was looking over Oracle's numbers last week. It made me think back not too long ago, 10–12 years, we heard about all the Oracle Database...

In this episode, Bob Evans chats with Gerrit Kazmaier, President, Products and Technology, Workday. They explore how Workday is evolving into a platform company, the role of AI agents in reshaping enterprise  workflows , and why trust, accuracy, and extensibility are key to future-ready business solutions. Kazmaier also discusses Workday’s approach to ecosystem innovation and composable ERP. Workd...

In today's Cloud Wars Minute, I explore Workday’s bold entry into the ERP space and share insights from my interview with Gerrit Kazmaier on how AI and data are reshaping enterprise software. Highlights 00:24 — Last week, 30,000 people were at Workday’s big Rising event in San Francisco. I had a chance to sit down with Product and Technology President Gerrit Kazmaier to talk about his views on how...

In today's Cloud Wars Minute, I look at Microsoft’s decision to bring Copilot into the living room through Samsung TVs and monitors. Highlights 00:02 — Copilot will be launched on select Samsung TVs and monitors. David Washington, Partner and General Manager of Microsoft AI , stated, “Copilot on Samsung TVs and monitors brings AI out of your pocket and into the heart of your home." 00:37 — Interes...

In today's Cloud Wars Minute, I look at Workday’s bold pivot into the ERP market — after 20 years of steering clear. Highlights 00:14 — Workday has been having a lively week here in San Francisco at its big Rising event. But I think the biggest news here is that Workday says that after 20 years of saying, "Hey, we don't do ERP," now Workday’s going into the ERP market. But they say it's ERP for th...

Gary Miller, Executive Vice President and Customer Success Officer, Oracle, talks to Bob Evans about how Oracle is helping customers navigate their AI journeys — whether they're just starting out or scaling enterprise-wide adoption. He shares how Oracle is embedding AI across its entire technology stack, aligning partner and customer success strategies, and empowering organizations through tools l...

In today's Cloud Wars Minute, I’m sharing why Revolut’s decision to scale with Google Cloud shows the power of AI-first infrastructure in fintech. Highlights 00:03 — While I'm almost 100% certain that everyone is very familiar with Google Cloud, perhaps fewer are aware of Revolut. This fintech company, started in the UK in 2015, now serves 60 million people globally with a range of financial produ...

Highlights 00:12 — Now on the Cloud Wars Top 10 growth chart, this is one of the great representations of this greatest growth market the world has ever known, and for about the sixth or seventh straight quarter, Google Cloud emerges as the world’s hottest major cloud vendor, 32% growth, but Oracle and Microsoft were also rocking recently, and it overall shows a picture of enormous growth here. 00...

In today's Cloud Wars Minute, I unpack how Oracle’s $455B RPO surge signals a massive shift in cloud leadership. Highlights 00:15 — We see across the Cloud Wars Top 10 an incredible sense of demand from businesses across the world — to help those businesses create their futures. And in fact, we've now got, just among the four hyperscalers, a pipeline totaling $1.1 trillion. We've got Oracle in the...

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...