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, 2025•5 min•Ep. 607
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, 2025•6 min•Ep. 606
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, 2025•12 min•Ep. 602
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, 2025•2 min•Ep. 605
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, 2025•25 min•Ep. 600
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, 2025•6 min•Ep. 604
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, 2025•17 min•Ep. 599
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, 2025•2 min•Ep. 603
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, 2025•5 min•Ep. 601
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, 2025•19 min•Ep. 597
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, 2025•5 min•Ep. 598
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, 2025•3 min•Ep. 596
In today's Cloud Wars Minute, I compared the diverging strategies of SAP and Oracle as the AI revolution reshapes enterprise tech. Highlights 00:22 — SAP versus Oracle. It was interesting on SAP's recent Q3 earnings call: the financial analysts seemed to be really preoccupied with this notion — was SAP going to get into the hyperscale business? Or was the fact that Oracle is in the cloud infrastructure business something that SAP sees as a disadvantage? I think those are entirely the wrong quest...
Oct 30, 2025•6 min•Ep. 595
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 shares powerful insights from leading organizations on how AI is being used not to replace employees, but to enhance experiences, streamline operations, and drive better business outcomes through purpose-driven...
Oct 29, 2025•24 min•Ep. 593
In today's Cloud Wars Minute, I unpack Microsoft AI’s push for empathetic AI with new features designed to make Copilot more relatable and engaging. Highlights 00:18 — Microsoft has launched the Mico 1 character — a visual presence that appears and interacts with users when they tap into Copilot's voice mode. Now, this cloud-like entity is optional and actively listens, reacts, and even changes color in response to the direction of the conversation. The aim is to give Copilot a friendly face and...
Oct 29, 2025•2 min•Ep. 594
In today's Cloud Wars Minute, I dive into how ServiceNow is redefining enterprise automation with its new AI Experience platform. Highlights 00:15 — ServiceNow has for a long time been intriguing in the way that it does not necessarily map to or compete directly against lots of the other major Cloud Wars Top 10 companies. ServiceNow has gone a different sort of route, everything they're doing from AI and workflows. The company has taken another big step with a service they introduced recently ca...
Oct 28, 2025•5 min•Ep. 592
Amit Zavery, President, Chief Product Officer, and Chief Operating Officer at ServiceNow, sits down to talk with Bob Evans in this special episode of Cloud Wars Live. They dive deep into how ServiceNow’s AI Experience is transforming enterprise workflows through automation, governance, and personalization. Zavery outlines a bold vision for delivering real ROI and trusted AI at scale. Reimagining Workflow with AI Experience The Big Themes: ServiceNow’s AI Experience Is About Unified, Actionable I...
Oct 28, 2025•19 min•Ep. 591
In today's Cloud Wars Minute, I show how SAP’s seamless data strategy is driving real business value in the age of AI. Highlights 00:14 — SAP reported a very nice third quarter last week. Some highlights from SAP Q3, and then I'll do the comparisons with its competitors. So, the cloud revenue overall is up 22% to $6.14 billion. Ad their current cloud backlog, which is pretty close to RPO (Remaining Performance Obligation) , the term some companies use, was up 23% to $18.1 billion. 01:24 — SAP is...
Oct 27, 2025•5 min•Ep. 590
In today's Cloud Wars Minute, I unpack how Salesforce is reinventing IT support with its new Agentforce platform. Highlights 00:11 — Salesforce has launched Agentforce IT Service. This product suite is described by the company as an agent -first, conversational-first IT support solution. Unlike lengthy back-and-forth interactions with service desk staff, the new system introduces a conversation-based resolution model that’s available 24/7. 01:15 — Muddu Sudhakar, SVP and GM, IT and HR Service at...
Oct 24, 2025•2 min•Ep. 587
In today's Cloud Wars Minute, I discuss the recent AWS outage, identifying five reasons that this outage will significantly impact the company's reputation. Highlights 00:30 — AWS experienced a big outage this week, impacting multiple companies and services at a time when AWS, relative to its hyperscaler competitors, is in a decline. I think there are five core reasons that its reputation will suffer from this outage. 01:15 — The magnitude of the outage will greatly impact the company's reputati...
Oct 23, 2025•6 min•Ep. 581
In today's Cloud Wars Minute, I look at why a new Harvard-Microsoft licensing deal could be a defining moment for generative AI in medicine Highlights 00:11 — Harvard University's Graduate Medical School has entered into a licensing agreement with Microsoft, enabling the company to access consumer health data. Now, Microsoft plans to utilize this wealth of health data to enhance Copilot with health-related content, which many view as part of the company's strategy to reduce its reliance on OpenA...
Oct 22, 2025•3 min•Ep. 580
In today's Cloud Wars Minute, I talk about recent announcements from Salesforce's Dreamforce event as well as the company's move into new territories. Highlights 00:15 — At Salesforce's Dreamforce, Marc Benioff described the event as the biggest one ever. Dreamforce highlighted product announcements, particularly around the Agentforce AI platform, and expanded partnerships. 00:30 — One of the most intereseting pieces of this was the new reality of agentic AI with Agentforce and the rise of Sales...
Oct 21, 2025•5 min•Ep. 589
In today's Cloud Wars Minute, I share Larry Ellison’s bold vision of the AI market as the biggest in history — and how Oracle plans to lead it. Highlights 00:14 — Well, this is my final report here from Oracle AI World in Las Vegas. At the Financial Analyst Meeting yesterday, Oracle unveiled some truly extraordinary numbers. It said that by fiscal year 2030, its revenue is going to grow from $57 billion, about a 4x increase over that period. The strategy it has for that is "AI Everywhere." 01:24...
Oct 20, 2025•5 min•Ep. 588
AI opportunities : Despite the excitement around AI, Kaupp emphasizes the importance of understanding the technology before fully integrating it into workflows. He advocates for “literacy before agency" to understand the true impacts of what AI "can unlock." Transformation with AI : Kaupp describes the process of transforming a contract approval process using AI tools, highlighting the importance of identifying inefficiencies and becoming “client zero” for automation. He poses a question relatin...
Oct 17, 2025•27 min•Ep. 583
In today’s Cloud Wars Minute, I dive into Oracle’s bold AI-driven transformation and its stunning forecast to reach $225 billion in annual revenue by 2030, powered by explosive OCI and multi-cloud growth. Highlights 00:12 — As we wrap things up here at Oracle AI world, we had the financial analyst meeting. Oracle's Principal Financial Officer Doug Kehring revealed that Oracle has raised its revenue projections again for the future, and says that they will hit the astonishing total of $225 billio...
Oct 17, 2025•6 min•Ep. 586
Magnus Perri of elevaite365 Test Automation, leads a company at the forefront of AI-driven test automation for Microsoft Dynamics 365. With decades of hands-on experience in ERP implementations, he and his team built elevaite365 to solve the challenges of constant change, complexity, and testing inefficiencies in enterprise software. In this episode, Magnus joins John Siefert to define a new category, AI-powered test automation, and explore how it’s transforming implementation success, business ...
Oct 17, 2025•16 min•Ep. 584
In today's Cloud Wars Minute, I share insights from Chris Pope on how automation can boost morale, reduce costs, and accelerate delivery. Highlights 00:02 — Today's episode is brought to you by AutomatePro, a ServiceNow partner. They want to talk about a new product they have that is helping to change the software development lifecycle. AutomatePro Chief Product Officer Chris Pope recently spoke with my colleague Kieron Allen, and I wanted to highlight some of the key parts of that. 00:43 — They...
Oct 17, 2025•4 min•Ep. 585
Kieron Allen speaks with Chris Pope, Chief Product Officer at AutomatePro, in an in-depth discussion that is part of a broader series of podcasts, articles, and reports on ServiceNow’s evolving ecosystem. They explore how intelligent automation and agentic AI are reshaping DevOps and quality assurance. The conversation also highlights how AutomatePro’s built-on approach enhances developer productivity, reduces risk, and ensures security, all within the ServiceNow environment. AutomatePro’s AI Ed...
Oct 16, 2025•14 min•Ep. 581
Key Takeaways Overview : Fisher gives an overview of his role as Chief Information Officer at BouMatic , all within the context of the dairy equipment industry that’s evolving toward larger, consolidated operations. BouMatic is the "third largest dairy equipment manufacturer in the world," and he gives context on the difference in marketplaces. AI : The rapid rollout of copilots and the pace of AI innovation have created a constant need to catch up on functionality, licensing, and deployment str...
Oct 16, 2025•16 min•Ep. 579
In today's Cloud Wars Minute, I report live from Oracle AI World, where speed and innovation are front and center. Highlights 00:13 — Here at Oracle AI World in Las Vegas, you can see there's lots going on. It's almost like the new tagline for Oracle — AI changes everything. Oracle is one of the very few companies — maybe the only one — that goes end-to-end: from cloud infrastructure, AI infrastructure, AI inferencing , databases, applications, industry-specific solutions, analytics, and more. 0...
Oct 16, 2025•3 min•Ep. 582
