Cloud Wars Live with Bob Evans

In today’s Cloud Wars Minute, I examine why OpenAI bringing frontier models to AWS signals a new era of AI platform pragmatism. Highlights 00:03 — Hot on the heels of the news that OpenAI and Microsoft have re-explored the terms of their partnership, leading to a much more flexible outcome for OpenAI, the company has introduced an expanded partnership with AWS to bring OpenAI's latest models to Am...

Highlights 00:28 — Over the past couple of years, SAP has been the growth leader in applications, growing anywhere from 50% to 250% faster than some of its major competitors. 00:41 — The company has undergone a shift to consumption pricing. This is something that will be phased in over the next couple of years. CEO Christian Klein says it reflects the way that people are using AI and the value the...

In today's Cloud Wars Minute, I unpack why Workday customers are demanding AI agents and agentic capabilities. Highlights 00:03 — I had a chance to speak with Workday co-founder, then CEO, then chairman, now back as CEO, Aneel Bhusri. And absolutely, Aneel, I would say, is back as CEO. He is unplugged in this conversation and definitely fired up about Workday’s prospects, and the sort of reimagina...

In this Cloud Wars conversation, Bob Evans sits down with Workday Co-Founder and CEO Aneel Bhusri for a candid discussion about AI’s disruptive impact on enterprise software, the future of agentic workflows, and why Bhusri returned to the CEO role during one of tech’s most consequential transitions. The conversation explores whether AI will replace software or labor, why systems of record remain s...

In today's Cloud Wars Minute, I explore how Workday and Achievers are using AI- driven behavioral intelligence to transform employee recognition and workforce engagement. Highlights 00:03 — Workday has made Workday Recognition provided by Achievers, available to its customers. This offering has been developed alongside Achievers, the world's leading employee recognition and reward software, integr...

In today's Cloud Wars Minute, I look at how Palantir’s soaring growth reflects rising demand for disciplined, outcome-driven AI platforms. Highlights 00:03 — For the past several quarters, the fastest-growing company in the Cloud Wars Top 10 has been Palantir. It upheld that mark in Q1, and what I wanted to talk about today was their combination of extraordinary growth and also the rise from Palan...

In today's Cloud Wars Minute, I unpack how flexibility and competition are reshaping the AI ecosystem. Highlights 00:08 — One of the most important tech partnerships in the past decade has undergone a radical shake-up. I'm talking about Microsoft and OpenAI, the two companies have revealed new terms for their partnership agreement in a joint statement. 00:38 — "Today, we are announcing an amended...

At Google Cloud Next in Las Vegas, Cloud Wars Founder Bob Evans sat down with Managing Director for Internal Innovation, KPMG, Aaron Purcell to discuss how KPMG is accelerating AI transformation with Google Cloud. As both a customer and partner of Google Cloud, KPMG offers a unique “client zero” perspective, using Gemini and Vertex AI internally while helping clients do the same. Purcell explains...

In today's Cloud Wars Minute, I compare AWS’s impressive quarter with the even faster momentum of its competitors. Highlights 00:01 — Wanted to talk today a little bit about the Q1 that AWS just had. I think they revealed an awesome acceleration in Q1, but in a competitive sense, it's still falling behind competitors like Google Cloud, Microsoft, and Oracle. 00:36 — After three years, our AI run r...

In today’s Cloud Wars Minute, I break down how hyperscalers reached a staggering $2 trillion backlog and what it means for the future of AI infrastructure. Highlights 00:03 — The hyperscaler market (the four big companies that are helping to shape the world with the power of AI), their backlog has now hit $2 trillion. So not just their recent revenue, talking about future commitments, contracted b...

In this episode of the AI Agent & Copilot Podcast, Cloud Wars Founder Bob Evans, is joined by James Lennox, Director of Product, Microsoft, who shares his perspective on AI transformation, enterprise adoption, and the evolving human-AI relationship. Recorded live at the 2026 AI Agent & Copilot Summit NA, Lennox explores how tools like Copilot and Work IQ are reshaping productivity, governance, and...

In today’s Cloud Wars Minute, I analyze the shifting balance of power between Google Cloud and AWS. Highlights 00:03 — Last week, we had three of the four hyperscalers report their Q1 numbers. It’s been fascinating to look at those. While everybody did very, very well, Google Cloud just had an utterly exceptional, spectacular Q1, and I think the evidence of what we see in these comparative numbers...

At Google Cloud Next in Las Vegas, Bob Evans sat down with Karen Dahut, CEO of Google Public Sector, to discuss how AI, security, and open cloud strategies are reshaping government services. Dahut shared how Google Public Sector was built on the belief that government agencies deserve the same advanced commercial technologies as private enterprises, and why that decision is now proving critical in...

In this special episode of Cloud Wars Live, Bob Evans sits down with Steve Miranda, Executive Vice President of Applications Development at Oracle, from Oracle Park in San Francisco to discuss one of the biggest shifts happening in enterprise technology: agentic AI applications. Miranda explains how Oracle is moving beyond embedded AI and AI agents to fully agentic applications that can act on bus...

In today's Cloud Wars Minute, I explore how Oracle is redefining enterprise software with AI agentic applications. Highlights 00:03 — One of the biggest stories of the year, maybe the next few years, is going to be the rise of generative AI, the animating force behind business innovation and unlocking new ways for businesses to work, to run, to see the future, to adapt, and to give people higher-v...

In this episode of the AI Agent & Copilot Podcast, host Giuseppe Ianni speaks with Parmesh Rajan, VP of Technology for HSO US, live from the AI Agent & Copilot Summit NA in San Diego, California. Rajan explains how organizations are moving beyond experimentation and embedding AI directly into business processes, implementation delivery, and workforce productivity. The discussion highlights a shift...

In this episode of the AI Agent & Copilot Podcast, Cloud Wars Founder Bob Evans is joined by Dona Sarkar, Chief Troublemaker of AI Adoption at Microsoft, who shares her perspective on how leaders should approach AI adoption, why fear around AI replacing jobs is misplaced, and how executives can create a culture of experimentation. Speaking from the 2026 AI Agent & Copilot Summit NA in San Diego, S...

In today’s Cloud Wars Minute, I explore how Stellantis and Microsoft are launching one of the most ambitious enterprise AI collaborations yet, spanning engineering, cybersecurity, and large-scale operational transformation. Highlights 00:09 — Stellantis, the automaker responsible for well-known brands such as Dodge, Jeep, Peugeot, and Ram Trucks, has partnered with Microsoft in a five-year strateg...

In this episode of Cloud Wars Live, Bob Evans sits down with Tirthankar Lahiri , Senior Vice President for Mission-Critical Data and AI Engines. Lahiri explains how agentic AI is transforming enterprise applications from simple question-answer systems into action-driven platforms that can reason, remember, and securely execute tasks. He details Oracle’s strategy around unified agent memory, privat...

In today’s Cloud Wars Minute, I break down Google Cloud’s $750M partner ecosystem investment and its aggressive push to lead the agentic AI transformation race against Microsoft, AWS, and Oracle. Highlights 00:03 — Last week in Las Vegas, we saw Google Cloud roll out an incredibly broad, deep set of agentic AI technologies and solutions. They’re making a massive push on this. Google Cloud is the n...

In today's Cloud Wars Minute, I break down how SAP is outperforming Oracle, Salesforce, Workday, and Microsoft in the applications race. Highlights 00:03 — We saw some first-quarter numbers from SAP late last week, and I think it's fascinating to see how, in the light of these very, very strong numbers from SAP, we still seem to hear about this idea that these doomsayers are saying that AI is goin...

ogle Cloud Next, Cloud Wars CEO and Founder Bob Evans sits down with Karthik Narain, Chief Product and Business Officer, Google Cloud, to discuss how AI is fundamentally changing enterprise expectations. Narain explains why customers no longer judge technology providers by licenses sold or cloud consumption, but by measurable business outcomes. From forward-deployed engineers to agentic workflows...

In this Cloud Wars conversation, Bob Evans sits down with Shub Bhowmick, CEO and Founder of Tredence, alongside Yasmeen Ahmad from Google Cloud to explore how enterprises are moving from AI applications to AI agents. Their discussion focuses on what it takes to turn intelligence into action — covering data foundations, semantic layers, agentic architectures, and the operational shifts required for...

In this special episode of Cloud Wars Live from Google Cloud Next, Bob Evans speaks with Andi Gutmans about Google Cloud’s newly announced Agentic Data Cloud and what it means for enterprise customers entering the AI-driven future. Gutmans explains how businesses must rethink data platforms for an era where autonomous agents, not just people, need instant access to trusted enterprise knowledge. Th...

In this episode of the AI Agent & Copilot Podcast, Giuseppe Ianni sits down with Ryan Grant, Chief Strategy and Revenue Officer at sa.global, who shares insights on how organizations are approaching AI adoption, where they’re struggling to get started, and how industry-specific agentic solutions can drive efficiency and revenue protection. Their discussion, recorded live at the 2026 AI Agent & Cop...