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 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...
In today's Cloud Wars Minute, I spotlight Thomas Kurian’s game-changing customer strategy at Google Cloud. Highlights 00:03 — We’ve got a new number one on the Cloud Wars Top 10 . That’s Google Cloud. They’ve leapfrogged Microsoft, and Oracle has moved up to the number two spot, with Microsoft coming in at number three. This is reflective of a very, very different business environment that we’re facing here at the beginning of the AI Economy . 00:37 — I had the chance to speak with Google Cloud ...
Bob Evans sits down with Thomas Kurian, CEO of Google Cloud, following Google Cloud’s rise to the #1 position on the Cloud Wars Top 10 . Their conversation explores how Google Cloud’s customer-first philosophy, deep industry specialization, and long-term AI investments have reshaped its trajectory. Kurian shares how disciplined portfolio choices, partner ecosystems, and applied AI are helping customers innovate for the future rather than reinforce the past. Customer-Led Cloud Strategy The Big Th...
Key Takeaways Overview : Taylor defines accessibility as the "design and provision of products, services, environments, and information that can be easily used, accessed, and understood by everyone, especially those with disabilities." At its core, it’s about creating equitable experiences for all. Accessibility impacts : When noting the impacts of accessibility for organizations and businesses, Taylor explains that it offers ethical, financial, legal, and even SEO-related advantages, highlighti...
Microsoft CEO Satya Nadella details his influential vision for AI's next phase, moving beyond initial discovery to widespread diffusion and real-world impact. He advocates for viewing AI as scaffolding for human potential, developing sophisticated systems beyond individual models, and evaluating AI based on its social acceptance and positive societal contributions. This vision reinforces Microsoft's commitment to human-centered AI.
Bob Evans , Founder of Cloud Wars, joins John Siefert , CEO, Cloud Wars and Dynamic Communities, to unpack one of the most dramatic reshuffles in the history of the Cloud Wars Top 10 . Together, they explore what Bob calls “tectonic shifts” as Google Cloud rises to number one, Oracle surges to number two, and Microsoft slips to third. The conversation goes well beyond rankings, diving into AI platforms, enterprise outcomes, customer-driven innovation, and why growth, not size alone, defines clou...
In today's Cloud Wars Minute, I explore the massive reshuffle in the Cloud Wars Top 10 driven by the rise of AI-first strategies. Later this morning, I'll expand upon these themes in a second fireside chat with my CEO, John Siefert, specifically focusing on numbers four through ten on the list. Highlights 00:03 — We’ve got more big changes going on in the Cloud Wars Top 10. SAP moves up to number four. Palantir rockets from number 10 to number five. AWS tumbles from number four to number seven, ...
Bob Evans sits down with John Siefert to unveil major shifts in the Cloud Wars Top 10 rankings in this first of a two-episode series. The discussion centers on why Google Cloud now claims the number-one position, Oracle surges to number two, and Microsoft slides to number three after a historic run. Evans explains how customer empathy, ecosystem strength, security posture, leadership vision, and forward-looking execution — not just financial performance — drive the rankings. The Big Themes: The ...
In this episode of the AI Agent & Copilot Podcast, host Giuseppe Ianni , Cloud Wars Analyst and thought leader, sits down with Bob McAdam, Head of Strategic Partnerships at Tasklet and a Programming Committee member for the 2026 AI Agent & Copilot Summit NA . Together, they explore how AI has evolved from hype to hands-on reality, what attendees can expect at this year’s summit, and why practical, ERP-focused use cases are now top of mind for partners and end users alike. Key Takeaways F...
In today's Cloud Wars Minute, I break down why Google Cloud now tops the Cloud Wars Top 10 . Highlights 00:08 — This week we have named Google Cloud as the new number one company on the Cloud Wars Top 10. Oracle has risen to number two. Microsoft slides down to number three. Microsoft’s held that top spot for four years. It’s three times bigger than Google Cloud, but there’s much more that goes into the Cloud Wars Top 10 than size alone. 01:30 — We’ve got coming up a video with John Siefert , ou...
In today's Cloud Wars Minute, I look at the continued strength of the Microsoft– OpenAI partnership, despite past tensions, through the launch of GPT-5.2. Highlights 00:12 — Microsoft has announced the general availability of OpenAI’s GPT-5.2 in Microsoft Foundry. It stated that introducing a new frontier model series, purposefully built to meet the needs of enterprise developers and technical leaders, is setting a new standard for a new era. 00:39 — The GPT-5.2 series boasts deeper logical reas...
In today's Cloud Wars Minute, I connect the dots between tech disruption and retail transformation. Highlights 00:15 — We see now the true emergence from what I’ve called for a long time the AI Revolution, now into the AI Economy. NVIDIA , with a strategic partnership with Mercedes-Benz, is not just Mercedes-Benz using a little bit of NVIDIA’s software inside its new cars. It's calling it an AI-driven car. Google then also stepped outside of the tech industry to buy an energy firm. 01:15 — Could...
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 of Cloud Wars Live, Bonnie and Bob explore why AI success hinges far more on implementation than hype. As the AI economy moves from experimentation to everyday business reality, Bonnie shares research-backed insight...
Key Takeaways Adoption approach : Successful adoption of AI requires not only technical implementation but also strong data governance, strategic initiatives, and enterprise-level practices, explains Simms. While there is great potential across business solutions, challenges like hallucinations and poor adoption highlight the need for structured approaches and diverse expertise. Session selection : As a member of the Programming Committee Board , Simms explained his thinking behind evaluating se...
