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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93 episodes
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English

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#1007
Yesterday · 4 min
AI Account Hijacking: Why Enterprise Security Is Entering a New Era
AI agent security is emerging as a major enterprise challenge as Microsoft strengthens its defenses against breaches, unauthorized access, and the growing financial risks of hijacked AI accounts.
#1008
Yesterday · 3 min
Microsoft Maia 300: Could Its New AI Chip Challenge NVIDIA?
Microsoft's Maia 300 announcement reveals ambitious multi-gigawatt Azure deployment plans for 2027, highlighting the company's determination to build a more vertically integrated AI business.
#1004
Tuesday · 4 min
Nscale’s $103.4 Billion AI Data Center Backlog Raises Questions About Execution and Risk
Nscale’s massive AI data center backlog contrasts with its reported revenue and losses, raising questions about financing, hardware availability, and the risks of scaling AI infrastructure.
#1005
Tuesday · 4 min
Oracle Challenge: Sustain Growth, Innovation Amid Debt Controversy
Oracle enters AI World with extraordinary cloud momentum and a $664 billion backlog, but mounting debt concerns and questions about Larry Ellison's visibility could complicate its growth story.
#1003
Monday · 3 min
SAP’s Christian Klein: Why AI Is Accelerating Customer Migration to Cloud
Christian Klein's AI-driven strategy is helping SAP outperform enterprise application competitors by combining unified business data, faster cloud migrations, and an unwavering focus on customer success.
#1001
Friday · 3 min
AI Coding Squads: How GitHub Copilot and Claude Code Are Transforming Software Development
AI coding squads are reshaping software development as GitHub Copilot and Claude Code move beyond individual assistants toward collaborative agent teams that share tasks, communicate, and deliver higher-quality results.
#1000
Friday · 20 min
AWS VP G2 Krishnamoorthy on the Future of Databases and Agentic AI | Cloud Wars Live
AWS is strengthening agentic AI security through identity controls, authorization, auditability, and governance frameworks designed to support trusted autonomous business processes.
#998
October 22 · 18 min
Gary Miller on Oracle's AI Transformation Strategy | Cloud Wars Live
Oracle's enterprise AI strategy emphasizes measurable business outcomes, scalable agentic innovation, and stronger customer partnerships as organizations accelerate AI adoption while managing costs and security.
#999
October 22 · 4 min
SAP Rocks Q3: Cloud Rev. + Backlog Accelerate as AI Kicks In
SAP's remarkable Q3 performance challenges skeptics as Christian Klein's cloud and AI strategy delivers accelerating revenue growth and increasingly strong competitive positioning.
#997
October 21 · 2 min
Google Cloud, DeepMind, and the EU: A New Model for AI-Driven Science
Google's latest European research initiative signals a shift toward collaborative AI innovation, where technology developers provide the tools and scientific institutions establish the priorities for discovery.
#996
October 20 · 5 min
Google Cloud Q3: Revenue Growth of 90%, 95%, or 100%
Google Cloud could deliver extraordinary Q3 revenue growth of 90% to 100%, fueled by AI momentum, accelerating quarterly gains, and an expanding ecosystem that continues to outperform major cloud competitors.
#995
October 19 · 2 min
Microsoft Advances Conversational AI With New Streaming Transcription Model
Microsoft launches a real-time speech transcription model delivering partial results in just over 100 milliseconds, setting the stage for faster, more accurate, and more intelligent AI voice agents.
#993
October 16 · 4 min
Why Trust Will Determine the Winners of the Personal AI Revolution | Cloud Wars Live
Artificial intelligence is creating new business categories, disrupting traditional e-commerce, and empowering entrepreneurs to build products and services with unprecedented capabilities.
#994
October 15 · 4 min
Workday Goes All-in on Agentic AI -- and Anthropic
Workday doubles down on agentic AI at Workday Rising, unveiling Sana, four autopilot agents, and new intelligence capabilities designed to accelerate enterprise automation and strengthen its competitive position.
#992
October 14 · 2 min
Why ServiceNow Flow Could Change Enterprise IT Service Management
ServiceNow launches Flow, a standalone AI-native service desk that deploys in under a day and uses agentic automation to transform how businesses manage employee requests.
#990
October 13 · 4 min
Google Cloud Gemini Enterprise: 12 Eye-Popping Outcomes
Google Cloud showcases 12 powerful Gemini Enterprise customer success stories, demonstrating how businesses are turning AI investments into cost savings, operational efficiency, and competitive advantage.
#989
October 12 · 5 min
Google Cloud's New Gemini Agent Rocks Agentic AI Category
Google Cloud's Gemini agent launch signals a broader shift in enterprise AI, as business leaders increasingly demand technology partners who understand operational priorities rather than simply promoting technical capabilities.
#987
October 9 · 3 min
Google, AI Slop, and the Future of Bug Bounty Security Programs
Google's reported shutdown of its open-source bug bounty program reveals how AI-generated security reports are overwhelming cybersecurity teams and creating new challenges for vulnerability detection.
#988
October 9 · 2 min
Workday Expands Agentic AI in HR With New Total Benefits Experience
Workday launches Total Benefits, an AI-powered platform that simplifies benefits administration, empowers employees with personalized guidance, and signals a shift toward continuous, agentic AI-driven HR experiences.
#985
October 8 · 3 min
Google Cloud Gives Business Focus to Modernization
Google Cloud is simplifying enterprise modernization with an AI-driven, end-to-end approach that can shrink complex business-case processes from weeks to minutes.

Showing 1–20 of 93 episodes