In today's Cloud Wars Minute, sponsored by CLOUDVICE , I explore how Oracle’s new CEOs, Mike Sicilia and Clay Magouyrk, are steering the company deeper into the AI revolution Highlights 00:00 — Today’s episode is brought to you by CloudVice, winner of the 2025 Oracle North America Technology and Cloud AI Innovation Partner Award. “We’re honored to receive the 2025 Oracle North America Technology & Cloud AI Innovation Partner Award , a recognition that underscores CLOUDVICE’s unwavering commi...
Oct 15, 2025•5 min•Ep. 578
In this special Cloud Wars interview, Oracle Executive Vice President for Applications Development Steve Miranda joins Bob Evans to discuss how Oracle’s transformation from CloudWorld to AI World signals a seismic leap in enterprise technology. Miranda shares how Oracle has delivered more than 600 agents, launched the Agent Studio and Marketplace, and unified AI capabilities across its Fusion Applications and industry verticals. The result: a powerful convergence of data, intelligence, and autom...
Oct 14, 2025•18 min•Ep. 576
Company background: "HSO is the second largest Microsoft partner in the globe," Holwagner reports. It focuses on industries including professional services, manufacturing, finance, and the public sector. HSO continues to grow not only with its traditional ERP services but also around cloud and AI services. "The mission here is really to improve our clients' business performance with the results of Microsoft solutions." AI's market impact: "It's definitely a transformation happening faster than a...
Oct 14, 2025•28 min•Ep. 576
In this episode of the Cloud Wars Minute, sponsored by CLOUDVICE , I review the moves of Larry Ellison and Oracle over the past few years in anticipation of what's to come at Oracle AI World 2025. Highlights 00:15 — CLOUDVICE is the winner of the 2025 Oracle North America Technology & Cloud AI Innovation Partner Award. “We’re honored to receive the 2025 Oracle North America Technology & Cloud AI Innovation Partner Award , a recognition that underscores CLOUDVICE’s unwavering commitment t...
Oct 14, 2025•5 min•Ep. 577
Brad Haupt, Vice President of Supply Chain at Monument Health, joins Bob Evans at Workday Rising to discuss how the health system is modernizing operations through Workday’s unified platform. He shares how consolidating 17 systems into Workday created a single source of truth for finance, HR, and supply chain data. By pairing data intelligence with a culture of innovation, Monument Health is transforming supply chain management from a behind-the-scenes function into a strategic driver of better ...
Oct 13, 2025•19 min•Ep. 574
In today's Cloud Wars Minute, I look at how Google Cloud is helping businesses create their futures — not just optimize their past — through Gemini Enterprise. Highlights 00:14 — Google Cloud really stepped out here with the launch of Gemini Enterprise, and I would like to share with you eight reasons why I feel that the launch of Gemini Enterprise now makes Google Cloud the number one player in the world for AI for business. So first, I think the end-to-end capabilities that are resident within...
Oct 13, 2025•6 min•Ep. 575
In today's Cloud Wars Minute, I look at why Microsoft thinks avatars will boost AI voice adoption. Highlights 00:11 — Microsoft has introduced an experimental Portraits feature in Copilot Labs in the U.S., the U.K., and Canada. The feature offers Copilot users a choice of 40 cartoon-esque human avatars. Microsoft AI CEO Mustafa Suleyman said "You can now talk to a Copilot portrait in real time . . ." 01:02 — This feature not only adds a personal touch to conversations but also makes them more en...
Oct 10, 2025•2 min•Ep. 574
Evan Goldberg, Founder and Executive Vice President at Oracle NetSuite, sits down with Bob Evans for a conversation about the company’s next chapter: NetSuite Next. He describes how AI will make business management simpler and more intuitive, allowing users to automate tasks, ask natural-language questions, and customize their systems with ease. Goldberg shares his vision of NetSuite evolving from a cloud pioneer into an AI-first platform built to power the next generation of enterprise growth. ...
Oct 09, 2025•13 min•Ep. 571
In today's Cloud Wars Minute, I explore how SAP is finally delivering on its intelligent enterprise vision through AI , data, and role-based agents. Highlights 00:14 — I’ve spent the last couple of days at SAP Connect, and I think one of the key things that came out of was this: SAP can now legitimately be called a data company. But the key now is that it's fusing data (data it's gathered across its applications for half a century, some of the richest enterprise data stores in the world) with AI...
Oct 09, 2025•5 min•Ep. 573
In today's Cloud Wars Minute, I discuss Microsoft’s smart strategy to integrate agentic AI into everyday consumer platforms starting with gaming. Highlights 00:12 — Microsoft is rolling out its Gaming Copilot to Windows PCs and Xbox on mobile, following a previous soft launch to Xbox Insiders. Gaming Copilot provides recommendations in-game help, and further insights. 00:50 — Particularly interesting is the voice mode. This enables users to ask questions to Copilot using natural language . For e...
Oct 08, 2025•2 min•Ep. 572
In today's Cloud Wars Minute, I reflect on Nadella’s legacy and the parallels to other tech icons like Larry Ellison and Bill Gates. Highlights 00:13 — Well, Microsoft seems to be setting out to ensure that it is creating the new rules for its own future. Its CEO, Satya Nadella , has picked a successor, and this is going to allow Nadella to focus the vast majority of his time on product development, product engineering, architecture, advanced technology, and more. So, big changes are coming at M...
Oct 07, 2025•5 min•Ep. 570
In today's Cloud Wars Minute, I explain how Palantir’s unique model and alignment with AI trends earned it a spot in the Top 10. Highlights 00:14 — Well, one company that has hammered its way into the Cloud Wars Top 10 is Palantir. With regret, I have to say farewell to Snowflake. So, I've noted here at the top a couple of numbers: 48% revenue growth for Palantir in its recent fiscal Q2. That pushed its revenue to just over $1 billion, which gives them a $4 billion annualized run rate. 01:39 — B...
Oct 06, 2025•5 min•Ep. 569
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, Tinder joins Bob Evans to break down what’s next for Oracle and SAP, exploring AI-native applications, agent ecosystems , and data openness, while offering sharp, practical insights into how enterprises can extract...
Oct 03, 2025•19 min•Ep. 568
In today's Cloud Wars Minute, I look at what the launch of Microsoft Marketplace means for frontier firms and innovation at scale. Highlights 00:09 — Microsoft has announced that it’s combining the separate marketplaces for AI business tools into a single offering called Microsoft Marketplace. The aim is to deliver these solutions as an extension of Microsoft Cloud to support what Microsoft describes as "frontier firms" — firms that blend human ambition with AI-powered technology. 00:37 — Micros...
Oct 03, 2025•2 min•Ep. 567
In today's Cloud Wars Minute, I examine how Christian Klein’s stance could shift the entire European tech economy away from imitation toward AI-driven transformation Highlights 00:20 — A few months ago a lot of countries within Europe were saying, “What we need to do is build hyperscalers to match the ones based in the U.S.” Now, SAP CEO Christian Klein stood up and said, “That’s nuts. Let’s not do that. There’s a very different way to go on this.” And over the past few weeks, we've seen some si...
Oct 02, 2025•6 min•Ep. 566
In today's Cloud Wars Minute, I explore Microsoft ’s new Facilitator Agent in Teams and how it’s quietly revolutionizing meeting collaboration through agentic AI. Highlights 00:07 — Microsoft has added a Facilitator Agent to Teams. This new agent can create agendas, take notes, help keep discussions on track, create follow-ups, and even pressure-test discussion points. There's a difference between this agent and other note-taking and summarization tools already available. The Facilitator Agent p...
Oct 01, 2025•2 min•Ep. 565
In today's Cloud Wars Minute, I explore how Microsoft and Oracle are battling for AI data center supremacy. Highlights 00:15 — I want to talk about a couple of high-disruption companies — actually, three: Microsoft, Oracle, and OpenAI. And I think right now, it's safe to say that those three companies, together with SoftBank, are pursuing investments upwards of a trillion dollars in what they're calling AI data centers . I think this is a great thing for them to do. 01:19 — Microsoft has become ...
Sep 30, 2025•6 min•Ep. 564
In today's Cloud Wars Minute, I look at how Oracle’s new co-CEOs plan to blend AI, OCI, and industry expertise into a powerful growth equation. Highlights 00:13 — Big things happening at Oracle. Safra Catz has stepped over and up to the role of Executive Vice Chairman, opening the door for two new CEOs at Oracle: Clay Magouyrk, the leader of their Oracle Cloud Infrastructure business, and Mike Sicilia, the leader of their industries business. I thought it was fascinating. 01:00 — Mike Sicilia, c...
Sep 29, 2025•6 min•Ep. 563
In today's Cloud Wars Minute, I dive into how the U.S. House of Representatives is reversing its ban on Microsoft Copilot, signaling a major shift in government AI adoption and a strong endorsement for Microsoft’s AI capabilities. Highlights 00:07 — Last year, staffers at the U.S. House of Representatives were prohibited from using Microsoft Copilot with official documents. This was due to concerns about House data security . Now that decision has been overturned. Mike Johnson, Speaker of the Ho...
Sep 26, 2025•2 min•Ep. 562
In today's Cloud Wars Minute, I analyze Larry Ellison’s decision to appoint Clay Magouyrk and Mike Sicilia as the company’s new co‑CEOs. Highlights 00:21 — Oracle's entering a new era now with two new co-CEOs being named to replace Safra Catz. On Monday, Oracle announced that Safra Catz , is going to be stepping out of the CEO role and becoming executive vice chairman. She clarified in a follow-up call that she's still an Oracle employee. 01:10 — She'll still be there, eager to work with the two...
Sep 25, 2025•7 min•Ep. 561
In today's Cloud Wars Minute, I break down Microsoft's historic $30 billion investment in UK AI infrastructure — and what it really means for the balance of power between global tech giants and national innovation. Highlights 00:05 — Microsoft has announced plans to invest $30 billion in AI infrastructure and ongoing operations in the UK. The investment includes $15 billion for capital expenditure to expand Microsoft’s data center footprint in the UK Prime Minister Keir Starmer said Microsoft's ...
Sep 24, 2025•2 min•Ep. 560
In today's Cloud Wars Minute, I explore how the long-dismissed "legacy" giant Oracle continues to defy the odds and outperform expectations — particularly in the cloud database space. Highlights 00:14 — It's interesting what a little bit of time reveals to us. I was looking over Oracle's numbers last week. It made me think back not too long ago, 10–12 years, we heard about all the Oracle Database killers, these startups with different companies that were going to knock Oracle off. So that whole ...
Sep 23, 2025•6 min•Ep. 559
In today's Cloud Wars Minute, I explore Workday’s bold entry into the ERP space and share insights from my interview with Gerrit Kazmaier on how AI and data are reshaping enterprise software. Highlights 00:24 — Last week, 30,000 people were at Workday’s big Rising event in San Francisco. I had a chance to sit down with Product and Technology President Gerrit Kazmaier to talk about his views on how the Workday approach to ERP is going to be different from what we see from other players. 01:08 — K...
Sep 22, 2025•4 min•Ep. 558
In this episode, Bob Evans chats with Gerrit Kazmaier, President, Products and Technology, Workday. They explore how Workday is evolving into a platform company, the role of AI agents in reshaping enterprise workflows , and why trust, accuracy, and extensibility are key to future-ready business solutions. Kazmaier also discusses Workday’s approach to ecosystem innovation and composable ERP. Workday’s AI Future The Big Themes: AI at the Core : Workday is reshaping how enterprises operate by embed...
Sep 22, 2025•15 min•Ep. 557
In today's Cloud Wars Minute, I look at Microsoft’s decision to bring Copilot into the living room through Samsung TVs and monitors. Highlights 00:02 — Copilot will be launched on select Samsung TVs and monitors. David Washington, Partner and General Manager of Microsoft AI , stated, “Copilot on Samsung TVs and monitors brings AI out of your pocket and into the heart of your home." 00:37 — Interestingly, Copilot will not just appear as a logo or button on smart TVs and monitors. Instead, it will...
Sep 19, 2025•2 min•Ep. 556
In today's Cloud Wars Minute, I look at Workday’s bold pivot into the ERP market — after 20 years of steering clear. Highlights 00:14 — Workday has been having a lively week here in San Francisco at its big Rising event. But I think the biggest news here is that Workday says that after 20 years of saying, "Hey, we don't do ERP," now Workday’s going into the ERP market. But they say it's ERP for the AI Era, it's going to be powered by agents and AI. 01:05 — It introduced a fleet of new agents tha...
Sep 18, 2025•6 min•Ep. 555
Gary Miller, Executive Vice President and Customer Success Officer, Oracle, talks to Bob Evans about how Oracle is helping customers navigate their AI journeys — whether they're just starting out or scaling enterprise-wide adoption. He shares how Oracle is embedding AI across its entire technology stack, aligning partner and customer success strategies, and empowering organizations through tools like Cloud Success Navigator, Innovation Studios, and democratized AI training to deliver real, measu...
Sep 17, 2025•19 min•Ep. 549
In today's Cloud Wars Minute, I’m sharing why Revolut’s decision to scale with Google Cloud shows the power of AI-first infrastructure in fintech. Highlights 00:03 — While I'm almost 100% certain that everyone is very familiar with Google Cloud, perhaps fewer are aware of Revolut. This fintech company, started in the UK in 2015, now serves 60 million people globally with a range of financial products. Revolut and Google Cloud have announced the two companies are significantly expanding their str...
Sep 17, 2025•2 min•Ep. 546
Highlights 00:12 — Now on the Cloud Wars Top 10 growth chart, this is one of the great representations of this greatest growth market the world has ever known, and for about the sixth or seventh straight quarter, Google Cloud emerges as the world’s hottest major cloud vendor, 32% growth, but Oracle and Microsoft were also rocking recently, and it overall shows a picture of enormous growth here. 00:37 — Of the Cloud Wars Top 10 companies, only one, that was SAP, reported declining growth rate fro...
Sep 16, 2025•5 min•Ep. 554
In today's Cloud Wars Minute, I unpack how Oracle’s $455B RPO surge signals a massive shift in cloud leadership. Highlights 00:15 — We see across the Cloud Wars Top 10 an incredible sense of demand from businesses across the world — to help those businesses create their futures. And in fact, we've now got, just among the four hyperscalers, a pipeline totaling $1.1 trillion. We've got Oracle in the top spot there at $455 billion. Microsoft is number two in the RPO race, $368 billion. 01:17 — So h...
Sep 15, 2025•5 min•Ep. 553
