Cloud Wars Live with Bob Evans

In this episode of the AI Agent & Copilot Podcast, John Siefert, CEO of Dynamic Communities and Cloud Wars, is joined by AJ Ansari, Microsoft MVP and member of the programming committee for the AI Agent & Copilot Summit. The conversation focuses on what enterprises should really be looking for as agentic AI adoption matures. Key Takeaways Real-world stories over hype: As interest in agentic AI sur...

In today's Cloud Wars Minute, I look at how Google Cloud is reshaping the defense tech landscape. Highlights 00:04 — Google Cloud has announced a multi-million dollar contract with the NATO Communication and Information Agency (NCIA), to provide critical sovereign cloud capabilities. This new strategic partnership aims to enhance NATO's digital infrastructure. The NCIA will utilize Google Distribu...

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In today’s Cloud Wars Minute, I break down the latest earnings results showing Oracle and Google Cloud surging into a tie for the #2 fastest-growing cloud vendors in the world’s greatest growth market. Highlights 00:13 — Two companies that are really pushing the boundaries here in the greatest growth market the world has ever known are Oracle and Google Cloud . Recently, Oracle pulled into a tie w...

Key Takeaways Summit expectations: With so many people dipping their toes into the AI, Copilot, and agentic capabilities of Microsoft, Nancie expects the AI Agent & Copilot Summit to be filled with exciting stories about the outcomes and how people are leveraging and benefiting from it. She also anticipates seeing more exploratory customer case studies demonstrating the shift from conversational C...

In today's Cloud Wars Minute, I cover Oracle's Q2 results. Highlights 00:19 — One of the hottest Cloud Wars Top 10 companies right now is Oracle. And I want to talk today a little bit about Oracle's Q2 results from last week. I think there's been a little bit of the fog of war, the fog of AI war specifically here, that has obscured the impact behind what's really going on with Oracle's numbers. 01...

In today's Cloud Wars Agent & Copilot Minute, I explore Microsoft's addition of Mistral Large 3 to its Foundry platform and why it's a major win for developers seeking open, enterprise-ready AI models. Highlights 00:11 —Microsoft Foundry is a platform from Microsoft, designed for building, customizing, and deploying GenAI applications and agents. It allows users to access over 11,000 models. Recen...

Sales, and Matt Hobbs, Cloud Engineering and Data Analytics Platform Leader and Partner at PwC US. Together, they explore how companies can stop overpaying for cloud and instead fund AI innovation by shifting spend from legacy and suboptimal cloud deployments into modern architectures, multi-cloud strategies, and enterprise-grade AI capabilities that actually move the needle on growth, margin, and...

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 discuss why culture, mindset, and leadership matter just as much as technology in driving AI transformation, based off my conversation with Will Grannis, CTO, Google Cloud.   Highlights 00...

Bob Evans sits down with Will Grannis, Chief Technology Officer at Google Cloud, to unpack how AI is reshaping both technology stacks and corporate culture. They explore Google Cloud’s Gemini Enterprise platform, the newly upgraded Gemini 3 models, and the rise of agentic AI. Along the way, Will shares customer stories from industries like finance, healthcare, retail, and travel, and even talks ab...

Key Takeaways Mullican expresses the value of the event, and given that AI and Copilot have matured, the sessions at the 2025 AI Agent & Copilot Summit NA will shift from a focus on experimentation to practical applications that deliver real impact. As a returning Programming Committee Board member, Mullican highlights the "unprecedented number of submissions this time around,” making it tough to...

In today’s Cloud Wars Minute, I look at how IBM and Cisco are teaming up to pioneer long-distance quantum networks. Highlights 00:03 — Although not the only company invested in the development of quantum computing , IBM is certainly considered the most active. The company has the highest number of patents, a clear road map for fault tolerant quantum systems, and the most prestigious track record a...

Highlights 00:24 — I think we’re seeing some very interesting competitive battling between Palantir and ServiceNow, head to head, emerging over two categories. One, this AI platform position that they’re both talking about relentlessly as sort of the core of their strategic value. And secondly, they’re both on this kick now about who is the defining software company of the 21st century, of the gen...

Key Takeaways Agents take center stage : Bensch says last year’s event was focused on Copilot basics and early-stage AI adoption, but 2025 is the year of agents. Organizations are asking how to make agents work securely, how to tap into data through offerings like Work IQ and MCP servers, and how to build governance that actually holds up. Attendees can expect deep dives into security, data extrac...

In today’s Cloud Wars Minute, I review the remarks and insights from CEO Marc Benioff and Salesforce from the recent Q3 earnings call. Highlights 00:20 — After an approximately three-year hiatus, CEO Marc Benioff and Salesforce demonstrated their growth mojo through the Q3 numbers. While some of the numbers aren't quite as robust as they were in Salesforce's earlier days, in the earnings call, Ben...

In today's Cloud Wars Minute, I discuss how Palantir’s latest customer wins reveal a shift from point solutions to end-to-end AI strategies. Highlights 00:19 — Palantir's got a customer that, very shortly after signing a deal for a fairly limited AI engagement, said it wanted to go enterprise-wide with an investment that's up 8x over what the original one was. This signals where CEOs are driving t...

In today's Cloud Wars Agent and Copilot Minute, I unpack why Microsoft Copilot will no longer be available on WhatsApp starting January 15 and what users should do next. Highlights 00:03 — Starting January 15, Microsoft Copilot will no longer be available to users via WhatsApp. This feature has been offered since 2024, but due to changes in WhatsApp platform policies — which include the removal of...

In this Cloud Wars Live podcast, Bob Evans sits down with Hayete Gallot, President, Google Cloud Customer Experience, to explore how Google Cloud is helping enterprises move from AI experimentation to true business transformation. Gallot describes how her organization unifies engineering, consulting, partners, and learning to accelerate time-to-value and scale agentic AI across every function. Tog...

Key Takeaways Community involvement: Mary is a member of the programming committee board this year and will be attending the AI Agent & Copilot Summit, taking place from March 17th to 19th in San Diego, California. Working in the real estate industry, Mary acknowledges that, like individuals in all industries, there's a lot of AI transformations happening right now. "Being involved in this broader...

In today’s Cloud Wars Minute, I explore how Salesforce’s acquisition of Informatica strengthens its foundation for delivering trustworthy, agentic AI. Highlights 00:04 — A few years back, when I was covering the cloud data management firm Informatica on a regular basis, the rumor mill was rife with speculation that the company was set to be acquired by Salesforce. It didn’t happen right away, but...

In today's Cloud Wars Minute, I analyze why Workday’s $26B RPO signals strong future momentum in the face of SAP and Oracle. Highlights 00:15 — Very nice Q3 that Workday recently finished here. Great revenue growth for the quarter ended October 31 — up 15% to about $2.25 billion. 17% growth for its total RPO, to about $8.2 billion. It's been cranking up the innovation engine there at Workday. Smal...

In this special Cloud Wars report, Bob Evans sits down with Michael Ameling, President and Chief Product Officer of SAP Business Technology Platform, for a deep dive into how SAP is helping customers navigate the fast-moving AI Era. Ameling and Evans discuss how SAP’s Business Data Cloud, partnerships with Snowflake and Databricks, HANA Cloud innovations, and new AI-powered tools and agents are he...

Information access : While many have Copilot licenses, usage is low beyond basic tasks like email and meeting summaries. The main challenge with adoption is providing guidance within apps like PowerPoint, Excel, Dynamics, and Word so users can access help exactly when they need it. This is something Rehmani's company, VisualSP , and his training platform, copilottrainingpackage.com , specialize in...

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In today's Cloud Wars Agent and Copilot Minute, I break down why this Microsoft-Anthropic-NVIDIA trio, spotlighted at Microsoft Ignite , may define the next phase of the AI Revolution. Highlights 00:19 — Today, I want focus on a particularly significant partnership involving not one but three partners, collaborating in multiple ways across various fronts. The companies are Microsoft, of course, An...