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 of it, how aggressively, how thoughtfully they're moving into this AI Revolution. 00:41 — It's intere...
Jun 23, 2026•5 min•Ep. 867
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. Here's how the $2.1 trillion breaks out across the four hyperscalers: Backlog RPO Total Backlog RPO G...
Jun 22, 2026•5 min•Ep. 866
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 deal comes along that stands out not only for its scope, but also for what it indicates about the ...
Jun 19, 2026•2 min•Ep. 864
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 enterprise, but by the end of the year, it expects that to be 50% enterprise business. 00:56 — It's...
Jun 18, 2026•5 min•Ep. 863
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 opportunity to explore stories like this because, as important as it is to discuss the technology itself, how...
Jun 17, 2026•4 min•Ep. 861
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 went public. 00:30 — While he would certainly talk occasionally about the numbers, the financial res...
Jun 16, 2026•5 min•Ep. 860
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 recognized as revenue. 00:18 — Some people refer to it as RPO . It's also known as pipeline or backl...
Jun 15, 2026•6 min•Ep. 859
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 The Big Themes: Autonomous Enterprise Vision : Jan Gilg said Sapphire generated strong enthusiasm be...
Jun 12, 2026•21 min•Ep. 858
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 called the Autonomous Suite, so that's a huge change. 00:33 — I had a chance to sit down with Jan Gilg...
Jun 12, 2026•5 min•Ep. 857
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 363%. And no, those are not misprints. 00:29 — RPO represents business that's fully contracted, not ye...
Jun 11, 2026•5 min•Ep. 854
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 describes as its "front door for work." 0:42 — Sana for ITSM automates workflows for tasks like employee on...
Jun 10, 2026•2 min•Ep. 853
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 Oracle are choosing to fund this unprecedented market demand and why new possibilities require new ...
Jun 09, 2026•6 min•Ep. 852
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 to help organizations modernize around cloud, data, and AI. Velocio Expands Expertise The Big Themes:...
Jun 08, 2026•12 min•Ep. 849
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," is going to allow them to pursue five what he called hyper-growth markets for quite some time. 01...
Jun 08, 2026•6 min•Ep. 851
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 this case, Workday is pumping into its Workday Extend platform. 00:53 — This Developer Agent is being a...
Jun 05, 2026•5 min•Ep. 848
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, enabling rare disease research, and paving the way for virtual cell simulation. Key Takeaways ...
Jun 04, 2026•17 min•Ep. 846
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 of a major type with huge potential, both in what they're doing themselves and the partnerships the...
Jun 04, 2026•6 min•Ep. 847
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 traditional implementation approaches are giving way to leaner, expertise-driven engagements centered on outco...
Jun 03, 2026•31 min•Ep. 845
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 viewer role provides read-only access to an agent's analytics page. 00:36 — On top of this, Microsoft has...
Jun 03, 2026•3 min•Ep. 844
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 conversation explores the convergence of AI, structural biology, and life sciences. Key Takeaways AI E...
Jun 02, 2026•13 min•Ep. 842
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 step in ensuring that it remains the number one company on the Cloud Wars Top 10 by launching a new c...
Jun 02, 2026•5 min•Ep. 843
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 presentation, and also the earnings call . It, I think, revealed just how heavily AI, and in particular Agentf...
Jun 01, 2026•4 min•Ep. 841
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 plan for it? Well, it will combine Microsoft's forward-deployed engineers , or FDEs, with the expertise...
May 29, 2026•3 min•Ep. 840
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 AI-native program as rapidly as possible. 00:45 — It's got to be able to move fast, and the margin f...
May 28, 2026•5 min•Ep. 839
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 offers a practitioner’s perspective on how Workday is rethinking enterprise software around agentic AI,...
May 27, 2026•24 min•Ep. 836
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 overcome. 00:33 — [Many] workflows were built for manual human oversight, often loosely governed and ...
May 27, 2026•3 min•Ep. 837
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 — In its motion for dismissal, ChatGPT had to very specifically note that it's not a lawyer, it is n...
May 26, 2026•5 min•Ep. 835
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, and consulted with experts in AI , work, and organizational psychology. Here are some of the mos...
May 22, 2026•3 min•Ep. 834
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 conversation with Palantir architect Chad Wahlquist. Palantir's titles are a little peculiar, right? It ...
May 21, 2026•4 min•Ep. 831
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 Infrastructure Rising The Big Themes: AI Building AI : One of the most striking themes is the shif...
May 21, 2026•20 min•Ep. 832
