Cloud Wars Live with Bob Evans
Cloud Wars Live with Bob Evans analyzes major cloud vendors from the perspective of business customers. Bob Evans talks with both sides about these transformative technologies, and with monthly All-Star guests from across the business community about trends impacting how the world lives, works, plays, and dreams.
Episodes
Microsoft's Copilot Cowork Pricing Shift Signals a New Phase for Enterprise AI
In today's Cloud Wars Minute, I explore Microsoft's shift to usage-based Copilot Cowork pricing and what it reveals about the changing economics of enterprise AI.
Highlights
00:10 — Microsoft is moving Copilot Cowork from a fixed-price subscription model to usage-based pricing, and this is really reflecting the fact that heavy users are racking up massive compute costs compared to others.
00:55 —
OpenAI Partner Network Signals New Era of Enterprise AI Deployment
In today's Cloud Wars Minute, I examine what OpenAI's latest move reveals about the maturation of the enterprise AI market.
Highlights
00:03 —My colleague Bob Evans has already covered the specifics of OpenAI's new partner network, so I don't want to spend too much time on the ins and outs of the program itself today. Instead, what I want to do is focus on what this announcement really tells us ab
OpenAI Reveals CEO Dilemma: Who Gets AI Tokens?
In today's Cloud Wars Minute, I discuss the growing challenge of balancing AI demand, budgets, and business priorities across the enterprise.
Highlights
00:02 — We’ve got an emerging dilemma here for CEOs in the early days of the AI Revolution, and a new solution from OpenAI has brought that to light. The dilemma is this: when everybody wants AI tokens, as many as they can get, as quickly as they
Google Cloud, OpenAI, Anthropic: AI Deployment Wars!
In today's Cloud Wars Minute, I examine three very different approaches to turning breakthrough AI technology into real-world business transformation.
Highlights
00:11 — The AI Deployment Wars involve Google Cloud, OpenAI, and Anthropic. Each has evolved from being almost lab-focused companies with tremendous AI models, and now the pace of innovation of these models is remarkable. The capabilities
Enterprise AI Maturity Drives Expanded Microsoft-KPMG Collaboration
In today's Cloud Wars Minute, I discuss how one of the Big Four consultancies is using Microsoft technology to simplify AI scaling for customers worldwide.
Highlights
00:10 — Some big partner news today: KPMG and Microsoft are expanding their existing partnership to help firms scale agentic AI initiatives. Another example of how far things have progressed in a few short years, as companies become
AWS Autonomous Solution Slays Tech-Debt Monster!
In today's Cloud Wars Minute, I explain how AWS is using AI-driven automation to reduce technical debt and free up budgets for innovation.
Highlights
00:03 — As the AI Revolution has kicked into full swing this year, we've heard a lot of stories — interesting ones — about companies blowing through their AI budgets because everybody loves this stuff; everybody wants to use it. That brings up this n
Microsoft Developing AI Devices Designed Specifically for AI Agents
Highlights
00:08 — Now, in a slight tangent away from what we're used to from Microsoft, the company is developing two new AI-powered gadgets for workers that tap into AI for daily tasks. Both are currently in the concept stage.
00:22 — The first is a small cube designed to sit on a desk that can be activated by voice or touch. Second is a wearable access badge that would give wearers access to AI
Google Cloud + Palantir Form Powerful Partnership Re: Data, AI, Industries
In today's Cloud Wars Minute, I look at why two of the fastest-growing Cloud Wars companies are joining forces around data, AI, and industry solutions.
Highlights
00:03 — When heavy weather rolls in, it's good to have friends around. It's good to have partnerships, and I don't think the AI Revolution is so much heavy weather, but that depends on how well prepared businesses are to take advantage o
Hyperscaler Backlog $2.1 Trillion Amid Innovation Boom
Highlights
00:27 — It's not just business as usual for these companies, their customers, and others who are tied into these extraordinary enterprises. We're also seeing booms in innovation, not just in technology but in go-to-market models, business models, and more.
01:32 — The big part of this is that it's not just big numbers, but big numbers driving widespread, deep, and profound innovation. H
Google Cloud's EQT Agreement Highlights the Next Phase of Enterprise AI
In today's Cloud Wars Minute, I examine why the Google Cloud-EQT deal signals a major shift in how AI is being distributed at scale.
Highlights
00:03 — The rapid pace at which deals are being struck and portfolios are expanding among the leaders in the race for AI dominance isn't new. Significant partnerships are being forged, and contracts are being signed all the time. However, every so often, a
OpenAI Launches Deployment Blitz w/Partners, FDEs
In today's Cloud Wars Minute, I look at how OpenAI is transforming from an AI innovator into a full-scale enterprise powerhouse.
Highlights
00:02 — Well, a couple weeks ago, we talked about some moves made by OpenAI to capitalize on its booming business in the enterprise. One of the things, just to offer some context here, is OpenAI said about a month ago that 40% of its revenue now comes from the
DynaTech Systems Delivers Enterprise-Wide Transformation for Solmax
In today's Cloud Wars Minute, I break down how DynaTech Systems enabled Solmax to turn operational complexity into global efficiency with D365, Power BI, and Microsoft Fabric.
Highlights
00:03 — Today I want to take a bit of a dive into a specific case study: the story about the impact of digital transformation enabled by one company on the business outcomes of another. I love having the opportuni
'Larry Ellison Story Hour' Ends After 40-Year Run
In today's Cloud Wars Minute, I look at how Oracle's leadership transition reflects Larry Ellison's long-term succession plan.
Highlights
00:05 — I wanted to mention here that after 40 years, the long-running show called Larry Ellison's Story Hour has ended. Now, I'm taking a little bit of license here. The Story Hour was the quarterly earnings call for Oracle, and it was 40 years ago that Oracle
Oracle AI/Cloud Pipeline World's Largest, Topping Microsoft's
In today's Cloud Wars Minute, I compare Oracle, Microsoft, Google Cloud, and AWS through the lens of backlog growth and future demand.
Highlights
00:02 — I talked last week a little bit about Oracle's Q4 results, very strong across the board. I wanted to go into a little more detail today about one number in particular: its RPO, remaining performance obligation. That's contracted business not yet
SAP’s Jan Gilg Explains Why Trust Will Determine the Future of Enterprise AI
In this Cloud Wars Special report, Bob Evans speaks with Jan Gilg about how AI is reshaping enterprise software and why the next phase of innovation will depend on trust, governance, business outcomes, and clean data. Gilg explains how SAP is positioning its Autonomous Suite as a foundation for the autonomous enterprise, combining ERP, business processes, and AI agents.
Trust Powers Enterprise AI
SAP Autonomous Suite: Insights from Jan Gilg, Pres. for Customer Success
In today's Cloud Wars Minute, explore how SAP's Autonomous Suite could become the operating system for AI-powered enterprises
Highlights
00:02 — The company that more than 50 years ago really started the whole enterprise applications business, SAP, last month at its big Sapphire event rolled out the latest, greatest, newest AI-powered version of their long-running ERP suite, but this time it's cal
Oracle Crushes Q4, Led by RPO Surge to $638B, +363%
In today's Cloud Wars Minute, I dive into Oracle's remarkable Q4 earnings report, where the company delivered results that exceeded expectations across the board.
Highlights
00:02 — We had a monster Q4 report from Oracle yesterday, absolutely crushed their numbers for Q4, led by an astonishing leap in their backlog or remaining performance obligation (RPO) of $638 billion, That's an increase of 36
Workday Expands Enterprise AI Strategy with New Autonomous Agents
In today's Cloud Wars Minute, I analyze how Sana is helping Workday transform from a system of record into a system of action.
Highlights
0:00 — Workday has announced two new agents: Sana for IT Service Management, or ITSM, and Sana Travel Agent. To recap, Workday acquired Sana at the end of 2025, and since then, the technology has evolved into Workday's employee AI layer, what the company describ
Oracle, Google Cloud Blaze New Trails to Fund $1 Trillion in Backlog
In today's Cloud Wars Minute, I analyze how a trillion dollars in cloud backlog is driving innovation beyond technology and into corporate finance.
Highlights
00:03 — In the Cloud Wars, all sorts of crazy things are going on with the technology, what customers are doing with it, but also in how this whole remarkable time is being funded. I want to talk a little bit today about how Google Cloud and
Velosio Acquires Domain Six to Accelerate AI and Industry Expertise
In this special report, John Siefert, CEO, Dynamic Communities and Cloud Wars, speaks with Robbie Morrison about Velocio's acquisition of Domain Six and what the move means for customers, partners, and the broader Microsoft ecosystem. Morrison explains how the acquisition expands Velocio's enterprise capabilities, vertical-industry expertise, and delivery capacity while strengthening its ability t
Bill McDermott Aims 'AI-Native' ServiceNow at 5 Hypergrowth Markets
In today's Cloud Wars Minute, I look at how ServiceNow's AI strategy, open platform, and workflow data fabric are driving its next phase of growth.
Highlights
00:02 — ServiceNow is off to a hot start, not only with its quarterly results, but also in how CEO Bill McDermott is framing where the company is right now and, in terms of that, how that new position, which he says is, "We're 100% AI native
Workday Pumps New Agentic Capabilities into Extend Platform at DevCon
In today's Cloud Wars Minute, I discuss how Workday's Extend platform is helping developers build faster while maintaining governance and trust.
Highlights
00:03 — Earlier this week, Workday held its DevCon conference in Las Vegas. It was the biggest DevCon that Workday has ever had. They had 8,000 attendees, and of course, these days, the star of the show was new agentic capabilities that, in thi
AI Agent & Copilot Podcast: Nandita Puri on How AI Is Revolutionizing Drug Discovery at Georgia Tech
In this episode of the AI Agent & Copilot Podcast, Giuseppe Ianni, podcast host and industry interviewer, is joined for a second time by Nandita Puri, PhD Researcher at Georgia Tech working at the intersection of bioinformatics and biochemistry. The conversation explores how AI is transforming drug discovery, accelerating hypothesis generation, reducing experimental costs, improving success rates,
OpenAI Enterprise Biggest, Fastest-Growing Unit By End of 2026
In today's Cloud Wars Minute, I explore why OpenAI could soon rank among the world's biggest enterprise software companies.
Highlights
00:03 — Early this year, OpenAI joined the Cloud Wars Top 10 in the number 10 spot. Because of the impact OpenAI has had, moving from the ChatGPT explosion three and a half years ago up to now, and their move very aggressively into the enterprise, they are a player
AI Is Rewriting the Systems Integrator Business Model | Tinder on Customers
In this Cloud Wars conversation, Bob Evans sits down with Bonnie Tinder, Founder and CEO of Raven Intelligence, to discuss how AI is reshaping the systems-integrator (SI) market. Their discussion explores how AI-powered migration agents, deployment assistants, and new implementation models are dramatically reducing project timelines, staffing requirements, and costs. Bonnie explains why traditiona
How Microsoft's Latest Copilot Studio Enhancements Improve AI Agent Governance
In today's Cloud Wars Minute, I look at Microsoft's latest moves to help organizations deploy and scale AI agents without sacrificing control.
Highlights
00:10 — In the latest updates to Copilot Studio, Microsoft has introduced a series of improvements focusing on visibility and governance, allowing users to expand automation while maintaining control. Regarding visibility, the new analytics viewe
AI Agent & Copilot Podcast: Georgia Tech Researcher Nandita Puri Explains the Future of AI-Generated Therapeutics
In this episode of the AI Agent & Copilot Podcast, Giuseppe Ianni, AI Practice Lead and industry thought leader, is joined by Nandita Puri, PhD Candidate at Georgia Tech and founder of Illumia.bio. Puri discusses how AI is transforming drug discovery by creating massive therapeutic libraries, connecting fragmented biomedical knowledge, and dramatically accelerating research timelines. Their conver
Google Cloud Strengthens #1 Ranking with 'AI Threat Defense'
In today's Cloud Wars Minute, I examine how Google Cloud is using AI Threat Defense to help customers fight AI-powered cyberattacks.
Highlights
00:03 — If you're going to be number one on the Cloud Wars Top 10, you've got to fight to keep that position and stay ahead of the incredible and highly capable competition across the Cloud Wars Top 10. Google Cloud, I believe, has taken yet another big st
Salesforce Returns to Growth Focus as Agentforce Propels Q1
In today's Cloud Wars Minute, I analyze how Marc Benioff is using Agentforce to drive larger deals, stronger customer spending, and new AI metrics.
Highlights
00:02 — We see Salesforce is off to a good start here in its fiscal '27. For Q1 ended, let's see, April 30, it reported that overall revenue was up by 13% to $11.1 billion. I want to look into some of the big numbers within the Q1 presentati
Microsoft and EY Commit $1 Billion to Accelerate Enterprise AI Adoption
In today's Cloud Wars Minute, I look at how Microsoft and EY are combining engineering and consulting expertise to scale AI transformation.
Highlights
00:10 — Microsoft and EY have announced a substantial enhancement to their existing partnership, committing to invest over a billion dollars over five years into a new initiative aimed at helping organizations to scale AI.
00:40 — So, what's the pla
As Workday CEO Bhusri Touts 'AI-Native,' Q1 Comes In Strong
In today's Cloud Wars Minute, I break down why Workday sees agentic AI as the key to defending its 80 million-user base.
Highlights
00:02 — Workday co-founder Aneel Bhusri resumed his position as CEO. He wanted to help guide the company through the AI Revolution and help bring a solid knowledge of what's happening and how Workday as a company has to be able to innovate and create and get with the
Workday’s AI Reinvention Signals a New Enterprise Software Era | Tinder on Customers
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, she and Bob Evans speak about Workday’s accelerating AI transformation following its Innovation Summit. Bonnie off
Why Salesforce’s Agentforce Operations Could Accelerate Agentic AI Adoption
In today's Cloud Wars Minute, I examine why Agentforce Operations could remove one of enterprise AI’s biggest adoption barriers.
Highlights
00:03 — While the flow of innovative and transformational agentic AI technologies has certainly shifted from a trickle to a flood, there are still many barriers to success, albeit barriers that companies across the board are diligently working to address and o
OpenAI Calms Nervous World: ChatGPT Is NOT a Lawyer
In today's Cloud Wars Minute, I cover a recent court case leading to OpenAI having to clarify that ChatGPT is not a lawyer.
Highlights
00:10 — There has been confusion about what OpenAI's core product, ChatGPT, is and isn't, particularly in a recent court case. OpenAI clarified that ChatGPT is not a lawyer after an individual used the AI tool to build her case and would cite it as a source.
01:30
Microsoft Says AI Absorption Matters More Than AI Adoption
In today's Cloud Wars Minute, I unpack Microsoft’s Work Trend Index and what it reveals about the rise of agentic AI in the workplace.
Highlights
00:09 — Microsoft's 2026 Work Trend Index annual report is titled "Agents, Human Agency, and the Opportunity for Every Organization." Microsoft analyzed trillions of anonymized M365 productivity signals, surveyed upwards of 20,000 workers in 10 countries
Inside Palantir's 70% Q1 Surge + SAP Partnership
In today's Cloud Wars Minute, I unpack why Palantir’s customer-first AI approach is outperforming much larger rivals.
Highlights
00:06 — One of the drivers in 2025 and 2026 of that surge in the greatest growth market here has been Palantir, relatively small. It'll probably do seven and a half, $8 billion in the coming year.
00:42 — So I had a great chat, you can see it all, a one-on-one video conv
Palantir's Chad Wahlquist: AI Agents Are Compressing Months Into Days
In this Cloud Wars special report, Bob Evans speaks with Chad Wahlquist, Architect at Palantir, about the company’s explosive Q1 performance and the deeper forces driving enterprise AI adoption. Wahlquist explains how Palantir’s model goes far beyond traditional software, combining forward deployed engineering, ontology, agentic AI, and enterprise infrastructure to accelerate customer outcomes.
AI
Anthropic, Google Cloud, and the New AI Compute Arms Race
In today's Cloud Wars Minute, I examine how AI demand is reshaping rivalries between Google Cloud, AWS, NVIDIA, and Anthropic.
Highlights
00:03 — According to reports, Anthropic has committed to a $200 billion five-year agreement for Google Cloud services and Google-designed chips, a deal that could account for more than 40% of Google Cloud's revenue backlog.
00:18 — This represents yet another es
Google Cloud’s Matt Renner on Why Enterprise AI Demand Is Exploding
In this Cloud Wars conversation, Bob Evans speaks with Matt Renner, Chief Revenue Officer at Google Cloud, about the explosive acceleration of enterprise AI adoption and how Google Cloud is scaling to meet it. Renner explains why customers are demanding immediate business outcomes, not experimental pilots years down the road, and shares Google Cloud’s response through expanded field engineering in
Google Cloud Launches AI FDE's to Accelerate AI Transformation
In today’s Cloud Wars Minute, I look at how Google Cloud is pairing technical innovation with go-to-market execution to fuel AI growth.
Highlights
00:00 — One of the fastest-growing companies in the Cloud Wars Top 10 is Google Cloud, and it has just launched a program of Forward Deployed Engineers (FDEs), specializing in AI to help accelerate AI transformation at the point of the customer.
00:46 —
SAP, Palantir Ask: 'Software' Obsolete in AI Era?
In today's Cloud Wars Minute, I connect SAP, Palantir, and Ford to AI’s expanding economic disruption.
Highlights
00:11 — Recently, both SAP, number four on the Cloud Wars Top 10, and Palantir, number five on the Cloud Wars Top 10, have asked: Are we reaching the end of the term software or software company?
00:47 — But I think their idea is that, what we've thought of as software, what we've come
SAP CTO Herzig on Business AI Platform, API Policy, Innovation
In today’s Cloud Wars Minute, I unpack SAP CTO Philipp Herzig’s perspective on AI, APIs, and the company’s next era beyond traditional software.
Highlights
00:01 — As part of our ongoing analysis of the massive changes that SAP rolled out this past week at their Sapphire event in Orlando, I had an interesting one-on-one conversation with SAP Chief Technology Officer Philipp Herzig, where he discus
SAP CTO Philipp Herzig Explains SAP’s Enterprise AI Strategy at Sapphire
Bob Evans speaks with SAP CTO Philipp Herzig from SAP Sapphire in Orlando about SAP’s AI strategy, platform evolution, customer modernization challenges, governance, and enterprise-scale agent deployment. Herzig lays out SAP’s positioning around openness, business AI, autonomous agents, security, and migration support, while addressing confusion around API policy changes and fair-use limits.
SAP’s
Sebastian Steinhäuser Details SAP’s Autonomous Enterprise Push
At SAP Sapphire in Orlando, Bob Evans sat down with Sebastian Steinhäuser to discuss what may be one of the most consequential strategic shifts in SAP’s history. As enterprise AI moves from experimentation to execution, Steinhäuser outlines SAP’s vision for the autonomous enterprise: where AI agents, assistants, business data, and deep industry expertise come together to solve real operational pro
Inside SAP's AI Revolution: COO Steinhäuser
In today's Cloud Wars Minute, I explore how SAP’s AI Revolution could redefine enterprise software through agents, data, and industry-specific intelligence.
Highlights
00:03 — We are reporting here from the Sapphire show floor in Orlando. It's been a wild week here, and I had a great chance to talk with SAP Chief Operating Officer, Sebastian Steinhäuser about some of the changes that are going on
OpenAI Expands AWS Partnership to Bring Frontier AI Models to Amazon Bedrock
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
SAP's AI Plan: Data, Pricing, M&A, Partnerships
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
Workday CEO: Aneel Bhusri Unplugged + Fired Up
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
Workday CEO Aneel Bhusri Says AI Will Replace Labor, Not Software
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
How Workday Is Using AI to Transform Employee Engagement and Retention
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, integra
Palantir Q1: Extraordinary Growth Battling 'AI Slop'
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 Pal
OpenAI Gains Freedom as Microsoft Restructures Landmark AI Alliance
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
How Gemini Enterprise Is Driving Internal Innovation at KPMG | Cloud Wars Live
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
AWS's Awesome AI Acceleration: Still Falling Behind
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
Hyperscaler Backlog Hits $2 Trillion
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
AI Agent & Copilot Podcast: Inside Microsoft’s Vision for AI Agents and the Future of Work
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
Google Cloud Blowout Q1 Proves Why It's #1, AWS #7
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
Why Google Public Sector Built Commercial Cloud for Government Agencies | Cloud Wars Live
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
Oracle Fusing Apps + Agents: Steve Miranda on Biz Outcomes
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
Steve Miranda Explains Oracle’s Vision for Agentic Applications
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
AI Agent & Copilot Podcast: How HSO Is Embedding AI Agents into Core Business Operations
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
AI Agent & Copilot Podcast: Dona Sarkar of Microsoft on Why AI Won’t Replace You—But AI Power Users Will
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
Stellantis and Microsoft Scale Enterprise AI with 100+ Transformation Initiatives
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
Tirthankar Lahiri on Why Agentic AI Must Live Inside the Database | Cloud Wars Live
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, private
Google Cloud Bets $750M: Will Microsoft, AWS Match?
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
SAP Excellent Q1: Blowing Past Competitors, Embarrassing Doomsayers
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
Google Cloud’s Karthik Narain on Why AI Success Is Now Measured by Outcomes, Not Consumption | Cloud Wars Live
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
Google Cloud and Tredence on Building the Agentic Enterprise | Cloud Wars Live
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
Andi Gutmans on Why Google Cloud’s Agentic Data Cloud Changes Everything | Cloud Wars Live
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
AI Agent & Copilot Podcast: Ryan Grant on Where to Start with AI Adoption
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
Google Cloud: New Gemini Enterprise Leapfrogs Competition
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
Oracle Advances Multi-Cloud Connectivity: Faster, Simpler, More Flexible
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
AI Agent & Copilot Podcast: How Solver Is Transforming Financial Planning with AI Agents
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 age
Google Cloud's Next in Vegas: 3 Launch Predictions
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
AWS Multicloud Shows Oracle Leads and AWS Follows
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
Microsoft Introduces Hybrid AI Automation in Copilot Studio
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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
AI's New Victims: CEOs Who Are Unable, Unwilling, Unseeing
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
The Missing Layer in Enterprise AI: Governance and Auditability
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
Google Cloud, AWS, Microsoft Q1 Preview: Who's Hot + Who's Cool?
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,
Microsoft’s AI Strategy: Infrastructure, Talent, and Data Sovereignty in Japan
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
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