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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45 episodes
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Avg 5 min
English

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#953
Friday · 4 min
Oracle Q1 Blowout
Oracle delivers a blowout Q1 as cloud infrastructure revenue surges 121% and its $664 billion RPO nearly matches Microsoft’s massive backlog.
#951
Thursday · 5 min
Google Cloud Goes Industry-Specific With Gemini Enterprise: Skills + Data + Agents + Partners
Google Cloud is taking Gemini Enterprise deep into vertical industries, beginning with financial services and legal and combining skills, data, agents, and partners into one AI system.
#949
Wednesday · 2 min
Microsoft Targets Arabic Enterprise AI Opportunity With HUMAIN Collaboration
Microsoft's strategic collaboration with Saudi AI company HUMAIN demonstrates how localized language models could become central to enterprise AI adoption across the Middle East and Africa.
#947
Tuesday · 3 min
Workday Agentic AI Targets Big, Complex Processes w/Big ROI
Workday is betting that fewer, more capable AI agents connected across enterprise systems and data will create greater customer value and differentiate it from larger rivals.
#946
September 4 · 1 min
Meta + Microsoft & How the AI Race is Changing
Meta’s massive Azure spending shows how AI is reshaping tech competition, with rivals increasingly becoming customers as infrastructure emerges as the new battleground.
#943
September 3 · 5 min
Has OpenAI's 'AI SuperApp' Turned Into Vaporware?
OpenAI once prominently promoted an AI super app, but its disappearance from Sarah Friar's latest strategic update raises questions about whether the concept has quietly become vaporware.
#942
September 2 · 5 min
ServiceNow Becoming Cybersecurity Powerhouse: McDermott's Grand Plan?
ServiceNow is rapidly building its cybersecurity presence, and three recent developments suggest Bill McDermott may see security as the company’s defining long-term opportunity.
#944
September 1 · 5 min
Marc Benioff Turbocharges Salesforce with Claudeforce + Anthropic
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#940
August 31 · 5 min
CEO Aneel Bhusri: 'This Is Workday's Moment'
With AI run rate approaching $600 million and 5,500 customers using AI solutions, Workday is seeing powerful early evidence that its AI strategy is gaining traction.
#938
August 28 · 3 min
Microsoft Embraces AI Consumption Pricing as Developer Demand Accelerates
Microsoft, Salesforce, and UiPath are taking different approaches to free developer AI capacity as consumption emerges as an increasingly important metric for the enterprise technology industry.
#939
August 28 · 1 min
Google Cloud and Mahindra Bring Gemini Enterprise AI Directly Into Vehicles
Google Cloud and Mahindra are bringing Gemini Enterprise directly into vehicles, demonstrating how AI is moving beyond traditional digital environments and becoming embedded in physical-world endpoints.
#936
August 27 · 3 min
Microsoft, GitHub, and Anthropic Reshape AI Developer Economics
AI monetization is moving upstream as rising agentic development costs push Microsoft and other vendors to charge builders for creating, testing, and executing AI-powered products.
#937
August 27 · 4 min
Salesforce Q2 Growth Slips But New AI Products Plus Big Anthropic Deal Point to Future Acceleration
Marc Benioff’s Salesforce is betting that combining Anthropic’s AI momentum with its massive enterprise presence can unlock new opportunities for customers and accelerate its AI strategy.
#934
August 26 · 3 min
Agentic AI Is Transforming the Economics of Token Consumption
AI tokens are getting dramatically cheaper, but agentic reasoning is consuming far more of them, creating a surprising new challenge for enterprise AI economics.
#935
August 26 · 2 min
Workday Joins NVIDIA, Microsoft and IBM in Open Secure AI Alliance
AI security is becoming an ecosystem problem, and Workday is joining forces with major technology companies to share knowledge and strengthen protections across enterprise AI.
#932
August 25 · 5 min
Power Pair: Google Cloud + Oracle Share Crown Jewels for AI Transformation
Google Cloud and Oracle are emerging as an AI power pair, combining Gemini, Fusion applications, and Oracle AI Database to help customers accelerate enterprise AI transformation.
#931
August 24 · 2 min
Maia 300 Could Give Microsoft Azure a Major AI Infrastructure Advantage
In today's Cloud Wars Minute, I explore how Microsoft could scale Maia 300 production beyond one million chips as it expands its custom silicon strategy.
#930
August 21 · 1 min
Google Cloud Powers Mirendil Frontier AI Research With TPUs and NVIDIA GPUs
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#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.

Showing 1–20 of 45 episodes