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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In today's Cloud Wars Minute, I break down the strategic collaboration between AWS and NTT DATA and what it means for enterprise AI transformation. Highlights 00:02 — AWS and NTT DATA, an IT and business consultancy, have announced a multi-year collaboration agreement aimed at helping enterprise clients modernize legacy systems and adopt responsible agentic AI at scale. The companies are combining capabilities to develop solutions that modernize workloads and accelerate enterprise transformation...
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 to meet the incredible demand for AI training, inferencing, cloud transformations, business transform...
This episode explores the transformative impact of AI agents and automation on the business landscape with TMC CEO Jen Harris. The discussion highlights the strategic reasons behind TMC's acquisition of TMG, the critical shift from technology stacks to holistic solutions, and the necessity of cultivating an AI-first mindset to overcome resistance. Harris emphasizes evolving from reactive to proactive roles, celebrating inspiring women in tech, and underscores the enduring importance of human connection and collaboration in an increasingly AI-driven world.
This episode emphasizes that robust security is paramount for successful AI adoption, highlighting the unique risks posed by AI tools and sensitive data. Drawing from the 2026 Microsoft Data Security Index report, it outlines three key priorities for organizations: moving towards unified data security, supporting AI productivity gains with strategic controls, and utilizing GenAI for enhanced security. The discussion also addresses the paradox of GenAI serving as both a threat vector and a prevention mechanism, advocating for a nuanced approach to build a secure AI ecosystem.
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 foundations, and partner ecosystems are reshaping productivity, decision-making, and real-time execution acros...
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 customer demand and the choices customers are making going forward into the AI Economy. 00:48 — My big ...
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 together. 00:42 — The second one, though, is relative to its big competitors, specifically Google C...
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 explore new business ideas and avenues. 00:32 — And something else — a surge in the number of AI agents...
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 growth rates, showing that more and more, in spite of the size differential between Microsoft and Goo...
In this episode, Dona Sarkar, Chief Troublemaker for Enterprise AI Advocacy at Microsoft, explores the complexities of deploying AI agents in enterprise environments, moving beyond initial experimentation. She highlights the importance of distinguishing tasks best suited for AI versus those requiring unique human interaction, stressing that responsible AI adoption necessitates robust governance and cross-functional teams. Sarkar also shares insights from Microsoft's internal AI development, revealing that many new tools stem from learning directly from their own deployment challenges, and encourages listeners to share their experiences at upcoming summits.
Microsoft has released the Copilot Studio extension for Visual Studio Code, providing developers with robust tools to directly build and manage AI agents within their IDE. This extension integrates standard Git, pull reviews, and source control, equipping developers with best practices used for traditional app development. It aims to empower developers to create complex AI agents efficiently and safely, maintaining control and enabling responsible scaling while ensuring performance.
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 revenue growth for Q4 was up 73% and their guidance for Q1 indicates more of the same. They are guiding t...
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 ongoing, iterative process. Curating the agenda : "I think my number one view of all of the submissions w...
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 five spot earlier this month. 00:37 — So let’s focus on the strength that’s going on here, and why cust...
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 those a little. They're still remarkable, but they need to be understood in a deeper context, and I want...
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 intentional AI adoption are shaping the future of enterprise innovation. Key Takeaways • Creativity ...
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 enables companies to comply with the EU’s sovereignty requirements without sacrificing any of the pow...
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 vendors were going to be just blown away, wiped out by these new cloud-native companies and startups, ri...
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 features an exceptionally strong lineup of Microsoft AI leaders. Session selection process : Robinson, ...
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 applications, agents, AI, and data companies, not just simple application companies anymore. 00:42 — S...
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 sellers to review agent performance, activity, and other analytics . 00:50 — It carries out a wide ra...
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 down from number one to number three. The Microsoft tumble here is really centered on its deep cyberse...
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 to move intelligence beyond insights into action. From Data to Action The Big Themes: AI Must Drive...
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 also previews what attendees can expect at the 2026 AI Agent & Copilot Summit NA , includin...
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 the more variables you introduce, the more complexity arises. 00:34 — The key to unraveling this comp...
In this Cloud Wars Special Report, Bob Evans sits down with Mike Sicilia, CEO of Oracle , to discuss Oracle’s rise to the number-two position on the Cloud Wars Top 10 . Their conversation explores why customers are increasingly gravitating toward Oracle, how AI embedded across infrastructure and applications is accelerating time to value, and why openness, multi-cloud flexibility, and data gravity are reshaping enterprise decision-making. Oracle AI Strategy and Products The Big Themes: AI Built ...
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 highlight Oracle's rise to #2 in the Cloud Wars Top 10 rankings, driven by AI-led innovation and rapid cloud growth. Highlights 00:06 — Oracle has surged from #3 to #2 in the Cloud Wars Top 10 , driven by its focus on data as the foundation for AI innovation. Co-CEOs Mike Sicilia and Cla...
In this episode of the AI Agent & Copilot Podcast, John Siefert , President and Founder of AIAC, sits down with Seth Bacon, Director of Innovation at RSM, to explore how organizations can move beyond AI hype and into real, measurable value. Their conversation dives into practical adoption, industry-specific use cases, and what attendees can expect from the 2026 AI Agent & Copilot Summit NA , where real-world outcomes, not proofs of concept, take center stage. Key Takeaways Industry-speci...
In today’s Cloud Wars Minute, I break down how Google’s new Gemini 3 Flash delivers near-real-time AI performance with the speed, scale, and cost efficiency enterprises need as AI moves from Q&A to action. Highlights 00:03 — Google has expanded its Gemini 3 model family with the introduction of Gemini 3 Flash, a model designed for speed without sacrificing quality. Gemini 3 Flash enables organizations to process data close to real time, and it's incredibly efficient, combining enhanced speed...
