Cloud Wars Live with Bob Evans

In today's Cloud Wars Minute, I explain why the AI revolution isn’t a bubble — it’s backed by unprecedented backlog growth. Highlights 00:02 — There are some wild numbers being thrown around here early in 2026 as we think about the CapEx investments that the four hyperscalers — Microsoft, AWS, Google Cloud, and Oracle — are making to build up their AI factories, their AI and cloud infrastructure t...

In this episode of the AI Agent & Copilot Podcast, John Siefert, host and CEO, Dynamic Communities and Cloud Wars, is joined by Jen Harris, CEO of TMC, to explore how AI agents, automation, and mindset shifts are redefining business. Their discussion spans TMC’s acquisition of TMG, leadership in the partner ecosystem, and why reimagining work is critical now, setting the stage for conversations at...

In today's Cloud Wars Minute, I explain why unified security strategies are essential in the GenAI Era. Highlights 00:08 — One of the cornerstones of AI adoption is security . It’s essential to get it right the first time and not backtrack, because compared to the security risks of the past, AI tools and the vast swathes of sensitive data they leverage are in a league of their own. 00:25 — To miti...

In this latest episode of Cloud Wars Live, Bob Evans i s joined by Colleen Kapase , Vice President of Channels and Partner Programs at Google Cloud, and Rakesh Sancheti, Chief Growth Officer at Tredence. Together, they explore how agentic AI is transforming enterprises from insight-driven organizations into adaptive, reflexive businesses. The conversation highlights how AI agents , data foundation...

In today's Cloud Wars Minute, I examine why incremental growth matters more than sheer cloud size. Highlights 00:02 — Made big changes atop the Cloud Wars Top 10 here at the beginning of 2026. Driven by trends in the financial results that the three biggest hyperscalers: Microsoft, Google Cloud, and AWS are reporting. There are changes taking place at the top among those companies, in terms of cus...

In today's Cloud Wars Minute, I analyze hyperscaler Q4 numbers and reveal why growth rates matter more than size right now. Highlights 00:02 — We've got the final hyperscaler numbers in now, so we can do some comparisons here. AWS reported a very strong Q4 numbers late last week. I want to talk about that in two contexts. First of all, those numbers themselves and the very nice performance AWS put...

In today's Cloud Wars Minute, I explain why agent sprawl may become one of the biggest hidden risks of the AI Era. Highlights 00:03 — The massive increase in the adoption of agentic AI technology will have significant consequences for businesses. There’ll be increased productivity, the ability to reskill employees who have more time to focus on other areas of the business, and opportunities to exp...

Highlights 00:02 — A month ago, I moved Google Cloud up to the #1 spot on the Cloud Wars Top 10, moved Microsoft down to #3. That was predicated in large part on the tremendous job Google Cloud has done in building sort of the twin pillars: AI and cloud, the way its customers are building for the future, not just perfecting what they've done in the past. 00:27 — And also the company's impressive g...

In this episode of the AI Agent & Copilot Podcast, John Siefert , CEO of Dynamic Communities and Cloud Wars, sits down with Dona Sarkar, Chief Troublemaker, Enterprise AI Advocacy at Microsoft, to explore what it really takes to move AI agents and copilots from experimentation into production. Their conversation previews Sarkar’s keynote at the 2026 AI Agent & Copilot Summit NA and dives into prac...

In today’s Cloud Wars Minute, I look at how Microsoft is helping developers build and scale AI agents safely inside Visual Studio Code. Highlights 00:10 — The Microsoft Copilot Studio extension for Visual Studio Code is now generally available, providing developers with the ability to build and manage Copilot Studio agents directly within the IDE. This extension is designed for developers and inte...

In today’s Cloud Wars Minute, I break down Palantir’s breathtaking Q4 results and why its customer-first AI approach is a wake-up call for the entire enterprise software industry. Highlights 00:06 — Several companies in the Cloud Wars Top 10 have been rolling out their numbers for Q4 and for year 2025, the numbers from Palantir , expected to be pretty good. They're absolutely stunning. Total reven...

Key Takeaways AI's progress : Wiese expresses excitement to return to the event after a year to hear real case studies on how people have embraced AI, especially appreciating the human and change‑management side of this transformational journey. Specifically, she's eager to learn where organizations have tested, scaled, or faced pushback over the past 12 months, noting that adopting AI is an ongoi...

In today's Cloud Wars Minute, I discuss Christian Klein's plan for SAP's continued success. Highlights 00:00 — Hello, my friends. Welcome back to Cloud Wars Minute, where 2026 is off to a racing start here into the AI economy. And I wanted to talk today a little bit about the results for Q4 and full-year 2025 from SAP, which is now number four on the Cloud Wars Top 10, moved up from the number fiv...

Visit Cloud Wars for more.

In today’s Cloud Wars Minute, I dig into Microsoft’s fiscal Q2 results, unpacking the headline RPO surge, the OpenAI effect, and what the numbers really say about future demand. Highlights 00:10 — Want to talk about Microsoft's fiscal Q2 , numbers that came out yesterday. That's for the three months ended, December 31 and there was some remarkable numbers in there, but we're going to dig into thos...

In this episode of the AI Agent & Copilot Podcast, John Siefert is joined by Shawn Dorward, Vice President at sa.global and a second-year leader on the Programming Committee Board. Together, they explore how the AI landscape has evolved from curiosity to execution, what made the 2026 AI Agent & Copilot Summit NA speaker selection process so competitive, and how leadership, creativity, and intentio...

In today's Cloud Wars Minute, I compare how AWS, Microsoft, Google Cloud, and Oracle are competing in the sovereign cloud race. Highlights 00:03 — AWS has announced the general availability of the AWS European Sovereign Cloud. This new, independent cloud service is located solely within the EU’s borders, ensuring that it’s separate from other AWS regions. Ultimately, the European Sovereign Cloud e...

In today's Cloud Wars Minute, I debunk the myth that legacy vendors like Oracle, Microsoft, and SAP can’t thrive in the cloud and AI era. Highlights 00:10 — I want to talk about why Oracle, Microsoft, and SAP are thriving and being leaders in the industry in both cloud and AI. Why is this happening? Especially because, if you look back, we kept hearing this conventional wisdom that the legacy vend...

Key Takeaways What to expect in 2026 : The industry has moved from its previous point in the "hype cycle" into a more realistic phase, where limitations of AI and agents are clearer, and new methodologies are needed to extract real business value. Robinson adds that this year’s AI Agent & Copilot Summit serves as an important refresh to share what’s been learned, preview what’s coming, and feature...

In today's Cloud Wars Minute, I spotlight why SAP’s AI and data strategy is changing the enterprise game. Highlights 00:02 — We’ve got more changes to dig into here on the Cloud Wars Top 10 , as we saw SAP soar up to number four. SAP had held the number five spot for a couple of years now, and moved up to number four. All those companies in the enterprise application space now have morphed into ap...

In today's Cloud Wars Minute, I dive into the key innovations behind Salesforce’s push toward the agentic AI enterprise. Highlights 00:12 —Salesforce has introduced its Spring ’26 release, which will become available to customers on February 23. Salesforce Workspace, Salesforce's solution for unifying sellers and agents, is described as an intelligent hub. The solution acts as a single place for s...

forced Microsoft out of the #1 spot in the Cloud Wars Top 10 . Highlights 00:03 — Going to go a little more deeply into the shuffles in the Cloud Wars Top 10, some big shake-ups here. Companies moving up and down. Microsoft, former number one, drops down to number three. Google Cloud, up to number one, Oracle to number two. 00:25 — I want to talk today about my main reasons for moving Microsoft do...

Bob Evans speaks with Jaison Correya, CEO of CLOUDVICE, in a special Cloud Wars Live episode focused on the real-world evolution of AI. Fresh off CLOUDVICE’s win of the 2025 Oracle North America Technology and Cloud AI Innovation Partner Award, Correya explains the purpose-driven innovation behind the company’s CORX platform. The discussion explores how AI, cloud, blockchain, and robotics converge...

In this episode of the AI Agent & Copilot Podcast, John Siefert , CEO of Dynamic Communities, is joined by Crystal Ahrens, Vice President of Solution Delivery and System Architecture at The Heico Companies LLC. Together, they explore how enterprises are moving beyond AI experimentation into real production outcomes, drawing on lessons from implementing agents and Copilot at scale. The conversation...

In today's Cloud Wars Minute, I explore how AI and healthcare are intersecting at an unprecedented pace. Highlights 00:14 — Discoveries in healthcare are coming at an unprecedented pace. Capabilities have never been greater, and new methods of consulting with and treating patients are consistently emerging. However, all of this progress brings with it a significant administrative burden, because t...