Cloud Wars Live with Bob Evans

Bob Evans

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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41 episodes
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Avg 5 min
English

Episodes 41

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#922
August 14 · 2 min
Why Oracle’s Google Gemini Deal Strengthens Its Enterprise AI Strategy
Oracle is expanding its Google Cloud partnership by bringing Gemini models across its enterprise AI portfolio, strengthening its flexible, multi-model approach to enterprise AI.
#920
August 13 · 3 min
AI’s Shift to Forward Deployment Engineering Signals a New Enterprise Skillset
AI vendors are increasingly turning to forward deployment engineers as enterprises struggle to move AI pilots into production and consumption-based models grow.
#919
August 13 · 5 min
ServiceNow Focuses on Control Tower + Security: McDermott Wants to Help CEOs Sleep at Night
Bill McDermott is combining ServiceNow’s AI Control Tower, cybersecurity, and governance capabilities to give CEOs greater certainty and control as enterprise AI creates unprecedented risk and complexity.
#917
August 12 · 18 min
Manish Sood: SAP and Reltio Can Turn Data Into AI Advantage
Enterprise AI success increasingly depends on trusted, interoperable data that connects existing technology investments with autonomous processes and next-generation business models.
#918
August 12 · 1 min
Oracle Wins $7 Billion Pentagon Contract in Major Government Deal
Oracle lands a major 10-year Pentagon contract worth up to $7 billion, strengthening its government credentials while creating a potentially significant stream of recurring revenue.
#915
August 11 · 5 min
Microsoft, Oracle, Google, AWS: $2.3 Trillion Backlog + RPO
Microsoft, Oracle, Google Cloud, and AWS have amassed $2.3 trillion in contracted backlog, underscoring unprecedented demand across the booming cloud and AI economy.
#914
August 10 · 5 min
Winning the Future: Google Cloud Beats AWS, Ties Microsoft Cl.
Google Cloud delivered standout Q2 momentum, adding as much new quarterly revenue as Microsoft and more than AWS despite operating from a significantly smaller revenue base.
#912
August 7 · 2 min
Microsoft Hits 40 Million AI Agents: What It Means for Enterprise AI
AI agents are beginning to outpace Copilot licenses, signaling that organizations are creating increasingly valuable custom automation across the Microsoft ecosystem.
#913
August 7 · 2 min
Microsoft and Tech Leaders Push Back on Restrictions for Open-Weight AI Models
Microsoft and more than 20 tech companies urge U.S. lawmakers to protect open-weight AI models, arguing openness drives innovation and competition.
#911
August 6 · 5 min
Palantir Calls Out AI Labs as Q2 Soars 93%
Palantir's record growth underscores Alex Karp's belief that customer-controlled AI will produce better business outcomes than today's dominant technology models.
#909
August 5 · 2 min
OpenAI's GPT-5.6 Becomes the Preferred Model in Microsoft 365 Copilot
OpenAI's GPT-5.6 is now the preferred model for Microsoft 365 Copilot, highlighting how AI efficiency is becoming a critical competitive advantage.
#907
August 4 · 5 min
AWS Awesome Q2 Pushes Microsoft into Slow Lane
AWS delivered its strongest quarter in years, reshuffling hyperscaler growth rankings and intensifying competition with Microsoft and Google Cloud in the AI economy.
#906
August 3 · 5 min
SAP Q2 Backlog +26% as Ecosystem Becomes Revenue Driver
SAP is approaching a potential $30 billion cloud business as its partner-led strategy continues to outpace traditional enterprise software competitors.
#905
July 31 · 2 min
OpenAI's Consumer Hardware Ambitions Reveal the Next Phase of AI Adoption
A screenless AI companion from OpenAI could redefine smart home technology by combining conversational AI with contextual awareness and adaptive personalization.
#904
July 30 · 5 min
Microsoft Cloud Q4: Growth Slips from Q3, RPO Surges 84%
Microsoft's consistency contrasts sharply with Google's accelerating growth, revealing two very different momentum stories in today's cloud infrastructure market.
#903
July 29 · 2 min
Microsoft's AI Sovereignty Model Could Shape the Future of Government AI
Microsoft says AI sovereignty is about maintaining national control while embracing the world's best AI technologies, rather than isolating countries from global innovation.
#901
July 28 · 5 min
Dear Andy Jassy: Don't Try to Spin Google Cloud Outgrowing AWS By 2X or 2.5X
Google Cloud's 82% growth highlights a dramatic shift in customer demand as Microsoft and AWS prepare to report earnings in a rapidly evolving AI market.
#899
July 27 · 5 min
Google Cloud 390% Backlog Growth: Playing to Win Means Blazing New Trails
Alphabet is embracing massive AI infrastructure investments despite investor backlash, betting that today's spending will secure tomorrow's cloud leadership.
#898
July 24 · 2 min
Salesforce Launches MCP Servers to Turn Slack Into an AI Workspace
Salesforce is deepening Slack's role in enterprise AI by allowing users to orchestrate multiple AI agents while maintaining centralized authentication and security.
#897
July 23 · 5 min
Google Cloud Q2: Revenue +82%, $24.8B, Backlog +390%, $514B
Explosive Q2 results suggest Google Cloud is outperforming rivals where it matters most—winning new AI business and accelerating faster than Microsoft Cloud and AWS.

Showing 21–40 of 41 episodes