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 businesses to scale AI successfully. Turning AI Into Action The Big Themes: AI Agents Redefine Appl...
Apr 24, 2026•39 min•Ep. 788
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. The New Data Foundation The Big Themes: The Agentic Data Cloud Is a Reinvention : Google Cloud is not ...
Apr 23, 2026•16 min•Ep. 789
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 & Copilot Summit NA, spotlights the urgency, complexity, and opportunity surrounding AI transform...
Apr 23, 2026•4 min•Ep. 787
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 where I go into more depth, but let me offer a few thoughts here. 01:06 — First of all, it’s going t...
Apr 23, 2026•5 min•Ep. 786
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 networking capabilities. 00:31 — Oracle is enabling high-performance connectivity between Oracle Cloud Infra...
Apr 22, 2026•2 min•Ep. 784
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 agents embedded in FP&A tools to enhance analysis and planning. As he notes, “they really li...
Apr 21, 2026•4 min•Ep. 782
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 to thrive in the AI Economy. 00:31 — First, I think big launches around AI security. This has been ...
Apr 21, 2026•4 min•Ep. 783
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 customers. 00:51 — In spite of the fact that AWS cloud revenue is much, much larger than Oracle, size matter...
Apr 20, 2026•6 min•Ep. 781
hts 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 hold up to production requirements. On the other hand, workflows, which are more rigid and rule-base...
Apr 17, 2026•3 min•Ep. 779
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-level jobs. And I think now we’re starting to see that the new victims of AI are going to be CEOs . 00...
Apr 16, 2026•6 min•Ep. 778
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 organizations. 00:23 — However, a major hurdle often remains, and that's compliance . In many cases, audi...
Apr 15, 2026•3 min•Ep. 776
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, and AWS. 00:34 — I'm not including Oracle in this hyperscaler comparison because it's on...
Apr 14, 2026•5 min•Ep. 775
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 the announcement, and SoftBank , already a major player in the AI revolution. Now, thanks to Secura...
Apr 13, 2026•2 min•Ep. 774
In today's Cloud Wars Minute, I break down OpenAI’s massive $122 billion funding round and what it means for the future of AI infrastructure. Highlights 00:04 — OpenAI has completed its latest funding round with $122 billion in committed capital. The company explained the reasoning behind such a massive investment by highlighting that after reaching a billion dollars in revenue in its first year, it's now generating $2 billion in revenue per month, more than 40% of which is driven by the company...
Apr 10, 2026•3 min•Ep. 773
In today's Cloud Wars Minute, I explain how ServiceNow is enabling secure, scalable adoption of AI agents across the enterprise. Highlights 00:03 — ServiceNow is joining forces with Zenity, the first security and governance platform that's been purpose-built for AI agents . Zenity is becoming a ServiceNow build partner, bringing with it a range of capabilities to ServiceNow Security Operations, including agent security, posture management, and vulnerability assessment. 00:25 — Deepak Kolingivadi...
Apr 08, 2026•2 min•Ep. 771
In today's Cloud Wars Minute, I explore how Microsoft’s latest Windows changes reveal a strategic shift toward more intentional AI integration and focused Copilot experiences. Highlights 00:09 — It was only a short paragraph in a blog post by Microsoft’s Pavan Davuluri , Executive Vice President of Windows and Devices, discussing the changes the company is making to Windows in response to community feedback. However, it has significant implications and, if you pick it apart, could provide a bett...
Apr 07, 2026•2 min•Ep. 770
In today’s Cloud Wars Minute, I explore how Salesforce is betting big on Slackbot to power the AI agentic enterprise. Highlights 00:02 — We are seeing enormous changes take place among the leading enterprise applications vendors, with the rise of AI. Business customers are expecting a different way of working here in the emergence of the AI Economy. So at Salesforce, I believe Marc Benioff has decided to go all in on Slackbot to drive what Salesforce is calling the AI agentic enterprise. 00:29 —...
Apr 06, 2026•5 min•Ep. 768
In today's Cloud Wars Minute, I examine how Business Central is transforming ERP with strong financial returns and AI-driven capabilities. Highlights 00:10 — A new Forrester report commissioned by Microsoft, entitled "The Total Economic Impact of Microsoft Dynamics 365 Business Central," has revealed some remarkable findings regarding the financial impact this standout cloud ERP is having on customers. 00:36 — And here's what it found: 209% ROI over three years, an estimated $464,000 net present...
Apr 03, 2026•3 min•Ep. 767
In this AI Agent & Copilot Minute, Mason Siefert explores how Dynamics 365 is evolving into the agentic era — transforming financial reconciliation and accounts payable into continuous, intelligent processes, and previews what’s ahead at Summit North America 2026. Key Takeaways Agent Evolution: The journey from manual processes to copilots and now fully autonomous agents marks a fundamental shift in enterprise finance. While early tools accelerated workflows, today’s agents proactively execu...
Apr 02, 2026•3 min•Ep. 765
In today's Cloud Wars Minute, I unpack how Oracle is redefining data activation with agentic AI capabilities. Highlights 00:03 — I recently talked about some big plans that Oracle has for fusing agentic AI into its applications and calling those Oracle agentic applications. Now it's extended its whole mantra from a couple of years ago that came from Chairman and Founder, Larry Ellison , where he said AI changes everything. 00:28 — Oracle's taken that very much to heart, and they're extending the...
Apr 02, 2026•5 min•Ep. 766
In this episode of Cloud Wars Live, Bob Evans sits down with Bonnie Tinder, Founder and CEO of Raven Intelligence, to unpack a whirlwind week in enterprise software. As AI reshapes the landscape at breakneck speed, the two explore major announcements from Oracle and Workday. Bonnie offers sharp analysis on the strategic differences between Workday’s user-centric AI assistant approach and Oracle’s autonomous, end-to-end agentic applications. Episode 59: Enterprise AI Showdown The Big Themes: Orac...
Apr 01, 2026•24 min•Ep. 763
In today's Cloud Wars Minute, I review SAP’s move toward AI usage-based pricing and what it means for the future of SaaS, customer engagement, and enterprise software delivery. Highlights 00:04 — SAP CEO Christian Klein has announced the company intends to shift away from a traditional subscription model towards a pricing model based on AI usage. Klein stated that pricing must reflect the actual usage of AI by customers now. 00:23 — Ultimately, Klein recognizes that the existing subscription mod...
Apr 01, 2026•2 min•Ep. 764
In today’s Cloud Wars Minute, I review SAP's acquisition of Reltio to enhance the Business Data Cloud, expand opportunities for customers, and continue its transformation to being an AI-first, data-first company. Highlights 00:07 — SAP made a big move to deepen its capabilities around data to power what it's doing in AI, with plans to acquire Reltio. The real goal of this is to be able to fuel SAP's ambitions for agentic AI, particularly as it moves to convert its vast portfolio of enterprise ap...
Mar 31, 2026•5 min•Ep. 761
In this episode of Cloud Wars Live, Bob Evans sits down with Pankaj Goel, CEO of Opkey, to explore how agentic AI is reshaping ERP implementations and the broader systems integrator landscape. Goel shares how Opkey’s platform automates the full lifecycle of enterprise applications — from design through testing and support — while addressing long-standing inefficiencies in implementation models. The discussion highlights the growing urgency for speed, cost efficiency, and business outcomes in the...
Mar 30, 2026•14 min•Ep. 752
In today's Cloud Wars Minute, I unpack the convergence of tech and energy and what it means for the future of business leadership. Highlights 00:00 — We are seeing here in 2026 the collapsing of traditional industry boundaries. AI is helping to drive this. A whole new way of doing business is powering this. And mostly what's happening is we're seeing visionary leaders in the tech industry, energy, utilities, power, and other places realize the old story that what got us here won't get us there. ...
Mar 30, 2026•5 min•Ep. 759
In today’s Cloud Wars Minute, I explore how Oracle is redefining enterprise software by fusing AI agents directly into applications. Highlights 00:03 — Again, busy days here in the early part of 2026. I had a great video interview with Oracle Executive Vice President Steve Miranda . He's been in charge of applications development at Oracle for more than 20 years, and Steve made a few key points about these new agenetic applications. 00:56 — And his main point was, you take all the existing value...
Mar 27, 2026•5 min•Ep. 757
In this episode of Cloud Wars Live, Bob Evans speaks with Steve Miranda, Executive Vice President of Applications Development at Oracle, about the company’s latest leap into AI-driven enterprise software . Miranda outlines Oracle’s introduction of “agentic applications,” a new category that blends AI agents , automation, and business workflows into outcome-driven systems. He explains how Oracle’s strategy has evolved from embedding AI into apps to building thousands of agents — and now to delive...
Mar 27, 2026•15 min•Ep. 754
In today's Cloud Wars Minute, I explore how Oracle is using AI to unify and transform the fragmented healthcare ecosystem. Highlights 00:03 — Early in 2026, we're seeing big strides made across all industries with AI, but in particular, there's enormous promise for AI in healthcare . So, I had a chance recently to speak with Oracle Executive Vice President Seema Verma. She's in charge of healthcare and health and life sciences. 01:06 —And one of the things that Seema talked about here is that, f...
Mar 26, 2026•5 min•Ep. 756
In this episode of Cloud Wars Live, Bob Evans speaks with Seema Verma, Executive Vice President and General Manager of Oracle Health and Life Sciences, about how AI is reshaping the healthcare industry. Drawing on her experience leading the Centers for Medicare and Medicaid Services, Verma explains how Oracle is tackling one of the world’s most complex sectors with an end-to-end, AI-driven approach. The conversation explores how automation, modern electronic health records, and intelligent agent...
Mar 26, 2026•22 min•Ep. 753
Key Takeaways Wellness-focused consumers are flooded with health data from wearable health tech and portals but lack the time and expertise to interpret what it actually means. To combat this, Copilot Health securely unifies data from hospitals, labs, and wearables to detect early health patterns and guide wellness decisions, making advanced medical insight accessible to everyone. Because hallucinations are dangerous in healthcare, Microsoft mitigated risk by embedding physician oversight into C...
Mar 24, 2026•3 min•Ep. 749
