Cloud Wars Live with Bob Evans - podcast cover

Cloud Wars Live with Bob Evans

Cloud Wars analyzes the major cloud vendors from the perspective of business customers. In Cloud Wars Live, Bob Evans talks with both sides about these profoundly transformative technologies, and with monthly All-Star guests from across the business community about the trends impacting how the world lives, works, plays, and dreams. Visit https://cloudwars.com for more.
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Episodes

AI Agent & Copilot Podcast: VisualSP's Asif Rehmani Details Copilot Training Resources to Boost ROI

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. "I'm a big proponent of giving people 'at the moment need' information," he notes. Training paths ...

Nov 26, 202511 minEp. 625

Microsoft, Anthropic, and NVIDIA Forge AI Super-Alliance Poised to Shape the Next Era of Innovation

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, Anthropic, and NVIDIA. The trio is set to establish new strategic partnerships that, in my view, truly...

Nov 25, 20253 minEp. 624

AI Agent & Copilot Podcast: John Accardi on Technology Evolutions, Getting Started with AI

Key Takeaways Career journey and Microsoft involvement: While he's been in the industry for a long time, Accardi recounts being in the Microsoft arena for about 14 to 15 years. "My entire career has been around technology...and I have familiarity with various platforms," he notes. He has filled a range of roles, including sales leadership, marketing, product management, and more. Over the past several years, he has been "very heavily involved in the Microsoft alliance, their marketing, their pro...

Nov 24, 202512 minEp. 621

Google Cloud CEO Thomas Kurian's Crowning Achievement

In today's Cloud Wars Minute, I break down why Google Cloud’s new Gemini Enterprise may be Thomas Kurian’s most ambitious and most defining move yet. Highlights 00:14 — One of the fastest-growing companies in the Cloud Wars Top 10 — and one that has been the most innovative, successful, and is definitely making a run at the number one spot — is Google Cloud. And I think that this week, as Thomas Kurian begins his eighth year as CEO of Google Cloud, he has recently pulled together what I'm callin...

Nov 24, 20255 minEp. 622

Microsoft Ignite: Renowned Futurists Map Out the Next Era of Enterprise AI Success

In today's Cloud Wars Agent and Copilot Minute, I look at how screen-aware Copilots , task-based agents, and multimodal interfaces are reshaping enterprise work — and why identity, permissions, and access guardrails now matter more than ever. Highlights 00:30 — Two experts, Brian Madden, Vice President and Field Technology Officer and Futurist at Citrix, and Marco Casalaina, Vice President of Products, Core AI and an AI Futurist at Microsoft, hosted a session at this year's Microsoft Ignite conf...

Nov 21, 20254 minEp. 620

Hottest in Cloud/AI: Palantir #1, Google Cloud #2, Oracle #3

In today's Cloud Wars Minute, I reveal how Palantir leapfrogged the competition with 63% cloud growth, shaking up the Cloud Wars Top 10 . Highlights 00:14 — Periodically, I do an update on what I call the Cloud Wars Growth Chart. The latest list shows that Palantir — new to the Cloud Wars Top 10 — is number one in fastest growth, by a long shot. Google Cloud, which for the last six quarters had been the fastest growing, is now in the number two spot. Oracle comes in at number three. 01:06 — So l...

Nov 20, 20255 minEp. 619

AI Agent & Copilot Podcast: Stoneridge Software's Eric Newell Shares Community Summit Takeaways, Future of AI Adoption

In this episode of the AI Agent & Copilot Podcast, John Siefert is joined by Eric Newell, CEO, Stoneridge Software , while on-site at Community Summit North America 2025 , which took place October 19-23. Newell shares his takeaways from the conference, and what he expects the future of AI adoption to look like over the next 12-18 months. Key Takeaways Summit NA buzz : Newell notes the prominence of AI and agents at Summit NA 2025. More specifically, the CRM Product Roadmap session highlighte...

Nov 19, 20254 minEp. 618

Workday's Acquisition of Sana Delivers AI-Enabled Knowledge Access to Customers

In today's Cloud Wars Minute, I discuss Workday's acquisition of the enterprise knowledge and learning platform provider Sana, and what it means for customers. Highlights 0:05 — Now,the understanding of the capabilities of LLMs has seeped from discussions among in-the-know business leaders into the general public. Personally, I don't know anyone who hasn't tried ChatGPT at least once. However, when it comes to leveraging LLMs and their associated technologies in a business context, it all comes ...

Nov 19, 20253 minEp. 617

Elevaite365 Test Automation Turns Testing into a Strategic Advantage

In today's podcast, John Siefert sits down with Magnus Perri, CEO, elevaite365 Test Automation, and Michael Catterall, Product Lead, elevaite365 Test Automation, to unpack how AI is redefining testing in Dynamics 365 projects. They discuss why manual testing overwhelms business users, how elevaite365 Test Automation 's platform automates and adapts with AI, and how a community-driven script library accelerates implementation. It's test automation built for real-world complexity and speed. AI Tes...

Nov 18, 20259 minEp. 611

SAP + Snowflake: Promiscuous Partnership Powerful + Promising

In today's Cloud Wars Minute, I explore how tech rivals are becoming collaborators to better serve customer innovation. Highlights 00:43 — I call SAP and Snowflake's recent announcement a promiscuous partnership that's powerful and promising. I'll try not to trip over too many more P’s here, but I think the point of this is we're seeing the promiscuous side: big tech companies that, you know, were very selective about how they worked with each other in the past. 01:04 — I think now we're seeing ...

Nov 18, 20255 minEp. 616

AI Agent & Copilot Podcast: LS Retail's Jeff Miller on Global Deployments, AI Integration, Client Collaboration

In this episode of the AI Agent & Copilot Podcast, John Siefert hosts Jeff Miller , Vice President, Americas, LS Retail , for a discussion on LS Retail's position in its industry, how it supports organizations across the globe, integrating AI, and upcoming projects. Key Takeaways About the company: LS Retail has been a leader in its industry from an ISV perspective. The company has been in the ecosystem for about 30 years, focusing on software development in the retail market. There are over...

Nov 17, 202516 minEp. 614

Palantir Q3 Reveals New Deal Sizes, Shorter Timelines, Bigger Ambition | Cloud Wars Live

In this special episode of Cloud Wars Live, Bob Evans speaks with Chad Wahlquist, Architect at Palantir, about the company’s explosive Q3 growth and the accelerating adoption of its AI Platform (AIP). They explore how AIP serves as an operating system for the enterprise, enabling customers to achieve global optimization, faster ROI, and model flexibility. Wahlquist also talks about Palantir’s open, interoperable architecture and its commitment to delivering value at speed, especially for custome...

Nov 17, 202529 minEp. 613

Inside Palantir: Wildly Different Value Prop for Customers — Growth!

In today's Cloud Wars Minute, I take you inside Palantir’s wildly different approach to driving customer growth. Highlights 00:14 — One of the companies causing a lot of disruption within the Cloud Wars Top 10 companies is Palantir, which recently reported its Q3 revenue up 63% to $1.12 billion, just growing incredibly fast and putting together a remarkable set of customers and customer references for what they’ve been able to do with Palantir. And I think this speaks to a very, very different a...

Nov 17, 20255 minEp. 615

New Copilot Search Experience Boosts Transparency with Source Links and Dropdown Navigation

In today's Cloud Wars Agent and Copilot Minute, I look at how Copilot’s smarter search experience supports users, respects content creators, and strengthens the web. Highlights 00:12 — Microsoft has announced that it's bringing the best of AI search to Copilot, along with a dedicated Copilot search experience. In practice, this means that responses from Copilot will include, as Microsoft describes it, more prominent clickable citations and the option to see aggregated sources. The aim is to alig...

Nov 14, 20253 minEp. 612

AI Agent & Copilot Podcast: Stijn Geeroms on Cegeka as Microsoft's Supply Chain Partner of the Year

In this episode of the AI Agent & Copilot Podcast, John Siefert is joined by Stijn Geeroms , Vice President Business Solutions, Cegeka , for a conversation on Cegeka being named Microsoft's Partner of the Year for supply chain. Key Takeaways About the company: Cegeka is a global IT company headquartered in Belgium. It has around 10,000 professionals across Europe and North America. Geeroms describes Cegeka as a "Microsoft-first partner," as it offers solutions for the various Microsoft solut...

Nov 13, 202510 minEp. 610

Larry Ellison: Oracle Multicloud Rev. +1,529%

In today's Cloud Wars Minute, I take a look at how Oracle’s bold multicloud partnerships — with Microsoft, AWS, and Google Cloud. Highlights 00:15 — One of the ways in which Oracle has been distinguishing itself is not just with its new technology, but with interesting go-to-market approaches. Now, Ellison recently said that while Oracle's multicloud business, where its three competitors, Microsoft, AWS, and Google Cloud, all offer the Oracle Database to their customers, that revenue was up over...

Nov 13, 20255 minEp. 609

AWS Infrastructure to Power OpenAI’s AI Workloads Under $38 Billion Agreement

In today’s Cloud Wars Minute, I delve into OpenAI’s $38 billion partnership with AWS, giving Amazon a major role in powering and scaling OpenAI’s AI workloads. Highlights 0:03 — OpenAI and AWS have announced a multi‑year strategic partnership valued at $38 billion for AWS. This deal will enable AWS to provide the infrastructure necessary to support the operation and scaling of OpenAI’s AI workloads. OpenAI is currently utilising computing resources through AWS, which include hundreds of thousand...

Nov 12, 20253 minEp. 608

Google Cloud Racking Up $1 Billion Deals Powered by A.I.

In today's Cloud Wars Minute, I dig into why Google Cloud’s momentum in AI-centric deals is reshaping the entire cloud landscape. Highlights 00:30 — A few major things became evident from Google Cloud's third-quarter results from late last month. One, if you look at the giant deals Google Cloud signed in the first three quarters of 2025, it inked more billion-dollar-plus deals than it did in all of 2023 and 2024 combined. The pace of these huge investments by businesses is accelerating. 01:05 — ...

Nov 11, 20255 minEp. 607

'King of the Cloud' AWS Falling Farther Behind Google, Microsoft, + Oracle

In today's Cloud Wars Minute, I call out AWS’s slowdown in both innovation and momentum, as the rest of the hyperscalers redefine the future of cloud. Highlights 00:15 — Now it's been interesting here as we watch the four hyperscalers recently, Microsoft, AWS, Google Cloud, and Oracle. We hear that cliche about a rising tide lifts all boats. And I would say that AWS is definitely the one of the four hyperscalers that is rising less slowly, less quickly, and to not as great a height. 01:08 — AWS ...

Nov 10, 20256 minEp. 606

Oracle’s Fusion and NetSuite Customers Gain an AI Advantage | Cloud Wars Live

In this episode of Cloud Wars Live, Bob Evans speaks with T.K. Anand, Executive Vice President at Oracle, during Oracle AI World in Las Vegas. The discussion centers on Oracle’s new AI Data Platform, a major initiative designed to help customers harness their own data to drive AI transformation. Anand outlines how Oracle’s open, unified approach to managing enterprise data enables organizations to bring AI directly to their business processes, while also citing breakthrough developments in indus...

Nov 07, 202512 minEp. 602

Workday Launches Custom AI Model Library for Contract Intelligence

In today's Cloud Wars Minute, I explore Workday’s latest move to deepen AI’s role in enterprise operations. Highlights 00:03 — Workday has announced its new Custom AI Model Library for the Workday Contract Intelligence Agent, powered by Evisort . The library includes over 120 pre-built AI models designed to identify critical clauses, risks, line items, and terms within contracts. The goal is to give users specialized models that speed up contract review, detect risks earlier, and reduce manual w...

Nov 07, 20252 minEp. 605

Oracle Launches AI-Native Database 26ai to Power Enterprise AI Foundations | Cloud Wars Live

Hasan Rizvi, EVP, Database Engineering, Oracle, talks to Bob Evans in this latest episode of Cloud Wars Live. They explore the launch of Oracle AI Database 26ai, the Autonomous AI Lakehouse, and breakthroughs in multi-cloud deployment. Rizvi also discusses vector search, agentic AI , and how Oracle is simplifying complex architectures for the AI era. It’s a compelling look at how Oracle is reshaping enterprise data strategy for the age of AI. Oracle’s Next-Gen Data Strategy The Big Themes: AI De...

Nov 06, 202525 minEp. 600

Palantir Q3 Blowout: Extraordinary Numbers and CEO Perspectives

In today's Cloud Wars Minute, I spotlight Palantir’s stunning 63% revenue surge and its defiant, rule-breaking vision for the AI Era. Highlights 00:30 — Palantir, earlier this week, reported its Q3 numbers, and they were absolutely extraordinary. I thought the only thing that matched the blowout numbers that Palantir had was the perspective and philosophy revealed in the Q3 earnings call from CEO Alexander Karp. I want to talk about that in just a minute. 01:23 —You hear talk around the industry...

Nov 06, 20256 minEp. 604

Mahesh Thiagarajan on Oracle Cloud Strategy and Innovation | Cloud Wars Live

In today's Cloud Wars Live, Mahesh Thiagarajan, EVP, Oracle Cloud Infrastructure, speaks with Bob Evans about Oracle’s bold strategy to lead in the AI infrastructure race. He details how Oracle is scaling zeta-level compute, launching a 1.5 gigawatt GPU campus, and engineering full-stack solutions that combine bare-metal hardware, custom networking, and advanced software. With OCI’s rapid innovation and massive scale, Oracle is positioning itself as a serious challenger to cloud incumbents like ...

Nov 05, 202517 minEp. 599

Windows Copilot Now Responds to Text Prompts in Vision Feature Update

In today's Cloud Wars Minute, I take a look at Microsoft’s newest Copilot feature that lets users type to Vision instead of relying solely on voice. Highlights 00:10 — Microsoft has rolled out a new update for the Microsoft Copilot app on Windows for Windows Insiders. This update allows users to interact with Copilot Vision using text inputs, and Copilot will respond, in turn, with text outputs in the same chat window. Previously, interactions with Copilot Vision were only possible through voice...

Nov 05, 20252 minEp. 603

Oracle, Google Cloud, Roar Past Microsoft, AWS in RPO/Backlog Growth

In today's Cloud Wars Minute, I take a look at how Oracle and Google Cloud are surging past Microsoft and AWS in RPO and backlog growth Highlights 00:13 — There’s no question that 10, 12, 15 years ago, it was AWS and Microsoft that set the rules for cloud infrastructure . Google Cloud and Oracle, both of them, while much smaller in revenue than AWS and Microsoft, are growing much faster. My conclusion here is that Oracle and Google Cloud are roaring past Microsoft and AWS in RPO and backlog grow...

Nov 04, 20255 minEp. 601

Oracle's Juan Loaiza Discusses Trust Privacy, Security in the Age of AI | Cloud Wars Live

Juan Loaiza is the EVP of Database Technologies at Oracle. In today's special episode of Cloud Wars Live, Loaiza joins Bob Evans to discuss how AI is transforming the way businesses interact with data. He spotlights Oracle’s new AI-native database, the importance of trust and security in enterprise AI, and why business users now play a bigger role in data strategy. It’s a revealing look at how Oracle is shaping the future of intelligent data systems. The AI Data Revolution The Big Themes: Trust,...

Nov 03, 202519 minEp. 597

Google Cloud Q3 Blowout: Winning New Biz $ $ Over Microsoft

In today's Cloud Wars Minute, I look at the shift in enterprise preference from Microsoft to Google Cloud. Highlights 00:15 — The three original hyperscalers all released numbers for Q3 last year. Each should be proud, but Google Cloud stood out in a significant way. Its Q3 revenue is up 34% to $15.2 billion. Its Q2 growth had been 32%, so, accelerating here. Mid-year, it said its CapEx would be $75 billion for all of 2025. A few months ago, it said, “Now we’re going to have to make it $85 billi...

Nov 03, 20255 minEp. 598

Microsoft Empowers Business Users with Copilot Agents for App Creation and Workflow Automation

In today's Cloud Wars Minute, I unpack how Microsoft is empowering business users with new Copilot agents that simplify app creation and workflow automation — no coding needed. Highlights 00:11 — Microsoft has launched a series of new agents for Microsoft 365 Copilot customers in the Frontier Program: App Builder and Workflows, designed to accelerate the creation of AI-driven apps and workflows. These agents make it incredibly easy for general business users to utilize natural language in order ...

Oct 31, 20253 minEp. 596
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