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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88 episodes
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Avg 5 min
English

Episodes 88

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#930
August 21 · 1 min
Google Cloud Powers Mirendil Frontier AI Research With TPUs and NVIDIA GPUs
Visit Cloud Wars for more.
#926
August 20 · 33 min
Palantir’s Chad Wahlquist on Why Business Outcomes Are the Real AI Benchmark
Palantir’s rapid growth reflects an enterprise AI strategy centered on measurable customer outcomes, operational transformation, sovereignty, and deep long-term partnerships.
#929
August 20 · 1 min
The Palantir Phenomenon: Inside Its Big Q2 Growth
In today's Cloud Wars Minute, I dig into Palantir’s 93% growth and the customer demand behind its remarkable momentum.
#928
August 19 · 1 min
Pentagon Approves Salesforce AI Agents for Sensitive Unclassified Missions
In today's Cloud Wars Minute, I look at how Salesforce AI agents are making the jump from advising the Pentagon to autonomously executing tasks.
#925
August 18 · 18 min
Handshake CEO Garrett Lord on Why Fine-Tuning Shouldn’t Be Your First AI Move
Enterprise AI's next breakthrough will come from evaluating agents against real business workflows and continuously improving their performance with proprietary organizational knowledge.
#923
August 17 · 3 min
Agentic Reasoning Loops Could Drive a 17x Increase in AI Token Consumption
Agentic reasoning loops promise better AI answers, but could dramatically increase token consumption and costs as enterprise adoption grows.
#924
August 17 · 5 min
Palantir CEO Karp: 3 Simple Steps to Software Revolution
Palantir CEO Alex Karp is challenging traditional enterprise software with an approach that prioritizes customer data control, streamlined selling, and outcomes-based compensation.
#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.

Showing 61–80 of 88 episodes