Cloud Wars Live with Bob Evans

In today’s Cloud Wars Minute, I look at why Google Cloud’s new Gemini Enterprise could reshape enterprise AI and force competitors to raise their game. Highlights 00:44 — I think we’re going to see Google Cloud leapfrog the competition with Gemini Enterprise. I believe it’s absolutely a breakthrough product — enormously impressive. I’ll have a longer, detailed article later today on cloudwars.com...

In today's Cloud Wars Minute, I explain why Oracle’s AWS partnership signals a new era of cloud interoperability. Highlight 00:03 — Recently, my colleague Bob Evans reported on a new initiative from AWS called Interconnect multicloud aimed at enhancing the company's multi-cloud offerings. Now, Oracle has announced that it will leverage AWS Interconnect multicloud to expand its multi-cloud networki...

In this episode of the AI Agent & Copilot Podcast, Giuseppe Ianni is joined by Tad Remington, Chief Commercial Officer at Solver, who discusses how AI is transforming financial planning and analysis through intelligent agents. Key Takeaways The Rise of AI in FP&A : Remington emphasizes that AI is no longer experimental in finance, it’s operational. Organizations are increasingly relying on AI agen...

In today's Cloud Wars Minute, I preview Google Cloud Next and share three bold predictions around AI security, sovereignty, and Gemini Enterprise. Highlights 00:03 — We’ve got Google Cloud Next coming up this week in Las Vegas. The world’s number one cloud and AI provider is going to, no doubt, roll out a lot of interesting technologies, partnerships, go-to-market plans, and new ways for customers...

In today's Cloud Wars Minute, I explore the growing divide between cloud innovators and followers in the AI Era. Highlights 00:03 — Now we see here in April of 2026 a distinction between leaders and followers in the cloud and AI markets. And this came through quite distinctly here. AWS has just launched what it calls its multi-cloud interconnect service, and it's going to be good for some customer...

hts 00:09 — Microsoft has introduced new capabilities to Copilot Studio to enhance automated operations by combining AI agents and workflows. Currently, Copilot Studio users can choose between agents and workflows to create automations. 00:27 — While agents are inherently flexible when it comes to business use cases, Microsoft has recognized that, as they state, pure agent autonomy doesn't always...

In today's Cloud Wars Minute, I explain why success in the AI Economy demands bold, uncompromising leadership from CEOs — and why many aren’t ready. Highlights 00:03 — It’s been fascinating to see that recently, AI transformation has begun to hit hard at the CEO rank. Up until now, as we’ve all seen, there have been hundreds of thousands of job losses that have taken place in lower-level or mid-le...

In today's Cloud Wars Minute, I explore how governance gaps are slowing AI agent adoption in enterprises. Highlights 00:05 —The role of AI agents in enterprise has advanced enormously in recent months, evolving from passive Q&A bots to systems that can take real actions in production environments. This is things like managing finances or accessing confidential patient data for healthcare organizat...

In today’s Cloud Wars Minute, I analyze Q4 performance to reveal who’s truly leading in cloud growth right now. Highlights 00:03 — We're just a couple weeks away from getting Q1 results of the hyperscalers and some other companies in the Cloud Wars Top 10 , I wanted to take a look at these world-shaping companies. Let's start off by taking a quick look back at Q4 and some numbers for Google Cloud,...

Highlights 00:09 — Microsoft’s global investments continue to grow. Latest news is the company plans to invest $10 billion into Japan over the next three years to build out AI infrastructure, improve cyber resilience, and train a million engineers and developers by 2030. 00:28 — Our key partnerships include internet infrastructure provider Secura Internet, whose share price rose over 20% following...

In today's Cloud Wars Minute, I break down OpenAI’s massive $122 billion funding round and what it means for the future of AI infrastructure. Highlights 00:04 — OpenAI has completed its latest funding round with $122 billion in committed capital. The company explained the reasoning behind such a massive investment by highlighting that after reaching a billion dollars in revenue in its first year,...

In today's Cloud Wars Minute, I explain how ServiceNow is enabling secure, scalable adoption of AI agents across the enterprise. Highlights 00:03 — ServiceNow is joining forces with Zenity, the first security and governance platform that's been purpose-built for AI agents . Zenity is becoming a ServiceNow build partner, bringing with it a range of capabilities to ServiceNow Security Operations, in...

In today's Cloud Wars Minute, I explore how Microsoft’s latest Windows changes reveal a strategic shift toward more intentional AI integration and focused Copilot experiences. Highlights 00:09 — It was only a short paragraph in a blog post by Microsoft’s Pavan Davuluri , Executive Vice President of Windows and Devices, discussing the changes the company is making to Windows in response to communit...

In today’s Cloud Wars Minute, I explore how Salesforce is betting big on Slackbot to power the AI agentic enterprise. Highlights 00:02 — We are seeing enormous changes take place among the leading enterprise applications vendors, with the rise of AI. Business customers are expecting a different way of working here in the emergence of the AI Economy. So at Salesforce, I believe Marc Benioff has dec...

In today's Cloud Wars Minute, I examine how Business Central is transforming ERP with strong financial returns and AI-driven capabilities. Highlights 00:10 — A new Forrester report commissioned by Microsoft, entitled "The Total Economic Impact of Microsoft Dynamics 365 Business Central," has revealed some remarkable findings regarding the financial impact this standout cloud ERP is having on custo...

In this AI Agent & Copilot Minute, Mason Siefert explores how Dynamics 365 is evolving into the agentic era — transforming financial reconciliation and accounts payable into continuous, intelligent processes, and previews what’s ahead at Summit North America 2026. Key Takeaways Agent Evolution: The journey from manual processes to copilots and now fully autonomous agents marks a fundamental shift...

In today's Cloud Wars Minute, I unpack how Oracle is redefining data activation with agentic AI capabilities. Highlights 00:03 — I recently talked about some big plans that Oracle has for fusing agentic AI into its applications and calling those Oracle agentic applications. Now it's extended its whole mantra from a couple of years ago that came from Chairman and Founder, Larry Ellison , where he s...

In this episode of Cloud Wars Live, Bob Evans sits down with Bonnie Tinder, Founder and CEO of Raven Intelligence, to unpack a whirlwind week in enterprise software. As AI reshapes the landscape at breakneck speed, the two explore major announcements from Oracle and Workday. Bonnie offers sharp analysis on the strategic differences between Workday’s user-centric AI assistant approach and Oracle’s...

In today's Cloud Wars Minute, I review SAP’s move toward AI usage-based pricing and what it means for the future of SaaS, customer engagement, and enterprise software delivery. Highlights 00:04 — SAP CEO Christian Klein has announced the company intends to shift away from a traditional subscription model towards a pricing model based on AI usage. Klein stated that pricing must reflect the actual u...

In today’s Cloud Wars Minute, I review SAP's acquisition of Reltio to enhance the Business Data Cloud, expand opportunities for customers, and continue its transformation to being an AI-first, data-first company. Highlights 00:07 — SAP made a big move to deepen its capabilities around data to power what it's doing in AI, with plans to acquire Reltio. The real goal of this is to be able to fuel SAP...

In this episode of Cloud Wars Live, Bob Evans sits down with Pankaj Goel, CEO of Opkey, to explore how agentic AI is reshaping ERP implementations and the broader systems integrator landscape. Goel shares how Opkey’s platform automates the full lifecycle of enterprise applications — from design through testing and support — while addressing long-standing inefficiencies in implementation models. Th...

In today's Cloud Wars Minute, I unpack the convergence of tech and energy and what it means for the future of business leadership. Highlights 00:00 — We are seeing here in 2026 the collapsing of traditional industry boundaries. AI is helping to drive this. A whole new way of doing business is powering this. And mostly what's happening is we're seeing visionary leaders in the tech industry, energy,...

In this episode of Cloud Wars Live, Bob Evans speaks with Steve Miranda, Executive Vice President of Applications Development at Oracle, about the company’s latest leap into AI-driven enterprise software . Miranda outlines Oracle’s introduction of “agentic applications,” a new category that blends AI agents , automation, and business workflows into outcome-driven systems. He explains how Oracle’s...

In today’s Cloud Wars Minute, I explore how Oracle is redefining enterprise software by fusing AI agents directly into applications. Highlights 00:03 — Again, busy days here in the early part of 2026. I had a great video interview with Oracle Executive Vice President Steve Miranda . He's been in charge of applications development at Oracle for more than 20 years, and Steve made a few key points ab...

In today's Cloud Wars Minute, I explore how Oracle is using AI to unify and transform the fragmented healthcare ecosystem. Highlights 00:03 — Early in 2026, we're seeing big strides made across all industries with AI, but in particular, there's enormous promise for AI in healthcare . So, I had a chance recently to speak with Oracle Executive Vice President Seema Verma. She's in charge of healthcar...