Shows / Cloud Wars Live with Bob Evans
Cloud Wars Live with 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.
Episodes
- Cloud Wars Live with Bob Evans
Oracle Unleashes AI Innovation Blitz
In today's Cloud Wars Minute, I examine how Larry Ellison, Mike Sicilia, and Clay Magouyrk are positioning Oracle for its next phase of AI-driven growth…
- Cloud Wars Live with Bob Evans
AI Account Hijacking: Why Enterprise Security Is Entering a New Era
In today's Cloud Wars Minute, I explore the growing security threats facing AI agents and why Microsoft is investing in protecting organizations from emerging…
- Cloud Wars Live with Bob Evans
Microsoft Maia 300: Could Its New AI Chip Challenge NVIDIA?
In today’s Cloud Wars Minute, I analyze Microsoft’s ambitious Maia 300 rollout and how owning its own AI chips could give the company greater control over its…
- Cloud Wars Live with Bob Evans
Nscale’s $103.4 Billion AI Data Center Backlog Raises Questions About Execution and Risk
In today’s Cloud Wars AI Minute, I break down Nscale’s rapid shift from Bitcoin mining to AI data centers and why its enormous contracted backlog raises…
- Cloud Wars Live with Bob Evans
Oracle Challenge: Sustain Growth, Innovation Amid Debt Controversy
In today's Cloud Wars Minute, I discuss why Oracle must continue delivering innovation and financial growth while reassuring investors about its debt and Larry…
- Cloud Wars Live with Bob Evans
SAP’s Christian Klein: Why AI Is Accelerating Customer Migration to Cloud
In today's Cloud Wars Minute, I examine how SAP's AI-first strategy helped drive 26% cloud revenue growth and why Christian Klein believes the momentum is…
- Cloud Wars Live with Bob Evans
AI Coding Squads: How GitHub Copilot and Claude Code Are Transforming Software Development
In today's Cloud Wars AI Minute, I examine how GitHub Copilot squads and Claude Code agent teams are changing the way AI agents communicate, collaborate, and…
- Cloud Wars Live with Bob Evans
AWS VP G2 Krishnamoorthy on the Future of Databases and Agentic AI | Cloud Wars Live
In this episode of Cloud Wars Live, Bob Evans speaks with G2 Krishnamoorthy, Vice President of AWS Databases, about how agentic AI is reshaping enterprise data…
- Cloud Wars Live with Bob Evans
Gary Miller on Oracle's AI Transformation Strategy | Cloud Wars Live
In this episode of Cloud Wars Live, Bob Evans speaks with Gary Miller, Oracle Customer Success Officer and Executive Vice President of Oracle Customer Success…
- Cloud Wars Live with Bob Evans
SAP Rocks Q3: Cloud Rev. + Backlog Accelerate as AI Kicks In
In today's Cloud Wars Minute, I discuss how Christian Klein is transforming SAP from an enterprise applications leader into an AI-powered cloud powerhouse…
- Cloud Wars Live with Bob Evans
Google Cloud, DeepMind, and the EU: A New Model for AI-Driven Science
In today's Cloud Wars Minute, I discuss how Google Cloud's $3 million in computing credits could help European researchers tackle some of science's most…
- Cloud Wars Live with Bob Evans
Google Cloud Q3: Revenue Growth of 90%, 95%, or 100%
In today's Cloud Wars Minute, I explore why Google Cloud could achieve an astonishing 90% to 100% revenue growth rate in Q3. Highlights 00:03 — We got some big…
- Cloud Wars Live with Bob Evans
Microsoft Advances Conversational AI With New Streaming Transcription Model
00:10 —Microsoft has launched MAI Transcribe to Streaming, a real-time speech-to-text model and Microsoft's first model in the streaming transcription…
- Cloud Wars Live with Bob Evans
Why Trust Will Determine the Winners of the Personal AI Revolution | Cloud Wars Live
Bob Evans welcomes Christopher Lochhead, Head Buccaneer at Category Pirates, to Cloud Wars Live, exploring the extraordinary opportunities and challenges…
- Cloud Wars Live with Bob Evans
Workday Goes All-in on Agentic AI -- and Anthropic
In today's Cloud Wars Minute, I examine how CEO Aneel Bhusri is accelerating Workday's AI ambitions and positioning the company to compete with larger…
- Cloud Wars Live with Bob Evans
Why ServiceNow Flow Could Change Enterprise IT Service Management
In today's Cloud Wars Minute, I examine ServiceNow's launch of Flow and why its rapid deployment and one-click automation capabilities could change employee…
- Cloud Wars Live with Bob Evans
Google Cloud Gemini Enterprise: 12 Eye-Popping Outcomes
In today's Cloud Wars Minute, I explore how Google Cloud's Gemini Enterprise is delivering remarkable customer outcomes and transforming AI investments into…
- Cloud Wars Live with Bob Evans
Google Cloud's New Gemini Agent Rocks Agentic AI Category
In today's Cloud Wars Minute, I break down how Gemini agent combines Google Cloud's AI stack, cross-cloud capabilities, and governance to address pressing…
- Cloud Wars Live with Bob Evans
Google, AI Slop, and the Future of Bug Bounty Security Programs
In today's Cloud Wars AI Minute, I examine why Google reportedly shut down its open-source bug bounty program and what the growing problem of AI slop means for…
- Cloud Wars Live with Bob Evans
Workday Expands Agentic AI in HR With New Total Benefits Experience
In today's Cloud Wars Minute, I look at how Workday is leveraging AI agents to empower employees, streamline benefits operations, and reshape traditional HR…
- Cloud Wars Live with Bob Evans
AI Governance at a Crossroads: Regulation, Innovation, and the Race for AI Leadership
In today's Cloud Wars AI Minute, I look at the tension between AI regulation, industry self-governance, and America’s determination to remain competitive in…
- Cloud Wars Live with Bob Evans
Google Cloud Gives Business Focus to Modernization
In today's Cloud Wars Minute, I examine how Google Cloud is using AI and unified solutions to radically accelerate enterprise modernization. Highlights 00:03 —…
- Cloud Wars Live with Bob Evans
Microsoft and ServiceNow Target the AI Agent Control Layer
In today's Cloud Wars AI Minute, I break down why ServiceNow and Microsoft are embracing open protocols as the AI Agent War shifts to the control layer…
- Cloud Wars Live with Bob Evans
SoftBank Doubles Down on OpenAI With Massive $10 Billion Investment
In today's Cloud Wars Minute, I look at why SoftBank is turning to the bond market to finance its latest $10 billion OpenAI investment. Highlights 00:03 — It's…
- Cloud Wars Live with Bob Evans
AI Agent & Copilot Podcast: Michael Simms on Why AI Projects Need Data Readiness, Strong Governance
Key Takeaways AI investments: Simms explains that a top priority for organizations currently is determining how to get value out of AI investments. He says an…
- Cloud Wars Live with Bob Evans
SAP Cranks Up Autonomous Enterprise w/New Joule Agents
In today’s Cloud Wars Minute, I look at how SAP is moving industry AI into the mainstream while expanding its autonomous enterprise strategy at Connect…
- Cloud Wars Live with Bob Evans
T-Mobile’s Ecosystem Strategy for the Enterprise AI Era
John Siefert sits down with Christopher Jones, Vice President of Ecosystems and Partner Alliances at T-Mobile, to explore why enterprise connectivity is…
- Cloud Wars Live with Bob Evans
Why SAP, Salesforce + Workday Love Billion-Dollar Chip Plan from AWS
In today's Cloud Wars Minute, I explain how AWS is combining custom silicon, enterprise applications, and agentic AI to drive its resurgence. Highlights 00:02…
- Cloud Wars Live with Bob Evans
Agentic AI Faces a Reckoning as Enterprises Demand Real Business Value
In today's Cloud Wars Minute, I explore why Gartner expects many agentic AI projects to disappear as enterprises get more serious about measurable business…
- Cloud Wars Live with Bob Evans
Oracle’s Fusion Claw Brings Governed Autonomy to Enterprise AI | Cloud Wars Live
Bob Evans speaks with Chris Leone, Executive Vice President of Applications Development at Oracle, about Fusion Claw and Oracle’s push toward increasingly…
- Cloud Wars Live with Bob Evans
Why AI-Driven Layoffs Could Backfire as Companies Race to Rehire Talent
In today's Cloud Wars AI Minute, I explore the shift from using AI for workforce reduction to using it to amplify human productivity. Highlights 00:18 —…
- Cloud Wars Live with Bob Evans
Hottest AI/Cloud Vendors: #1 Palantir, #2 Google Cloud, #3 Oracle
In today’s Cloud Wars Minute, I break down the latest Cloud Wars Top 10 growth chart and the extraordinary momentum reshaping AI and cloud. Highlights 00:03 —…
- Cloud Wars Live with Bob Evans
Microsoft Work IQ Could Cut AI Token Usage by 80%
In today's Cloud Wars AI Minute, I look at how Microsoft is using Work IQ to make AI agents faster, more efficient, and potentially less expensive to operate…
- Cloud Wars Live with Bob Evans
Why Microsoft’s Growing AI Agent Ecosystem Could Make Work IQ More Valuable
In today's Cloud Wars Minute, I look at why Microsoft Work IQ could become increasingly valuable as enterprises deploy more specialized AI agents. Highlights…
- Cloud Wars Live with Bob Evans
Sam Altman’s Bizarre Comments on AI Safety Will Not Help OpenAI
In today's Cloud Wars Minute, I unpack Sam Altman's comments on AI safety, security, and responsibility during his Dreamforce conversation with Mark Benioff…
- Cloud Wars Live with Bob Evans
Salesforce, Dreamforce, + AI: 5 Big Takeaways
In today's Cloud Wars Minute, I look at how Salesforce plans to unleash trapped data, make software do more of the work, and expand beyond its CRM roots…
- Cloud Wars Live with Bob Evans
Workday Moves Toward Agentic Contract Lifecycle Management With New Workflow Agent
In today's Cloud Wars Minute, I unpack Workday's move toward agentic contract lifecycle management and greater workflow automation. Highlights 00:03 — Workday…
- Cloud Wars Live with Bob Evans
Microsoft’s Massive AI Infrastructure Build-Out Signals What Comes Next
In today's Cloud Wars Minute, I examine Microsoft’s plans to more than triple its data center capacity as AI compute demand continues to soar. Highlights 00:09…
- Cloud Wars Live with Bob Evans
Microsoft Launches Dynamics 365 Activate for AI-Powered Salesforce Migrations
In today's Cloud Wars Minute, I look at Microsoft’s new AI-powered Dynamics 365 Activate and what it could mean for Salesforce customers. Highlights 00:11 —…
- Cloud Wars Live with Bob Evans
Salesforce, Listen Labs, and the Push Toward Autonomous AI Agents
In today's Cloud Wars Minute, I examine what Salesforce’s reported interest in Listen Labs could mean for the future of Agentforce. Highlights 00:04 —…
- Cloud Wars Live with Bob Evans
Salesforce Adds AIforce Plus Google Cloud, AWS, Nvidia, and More
In today's Cloud Wars Minute, I recap some of the comments from CEO Marc Benioff's keynote at Dreamforce about the value of partnerships that enable extended…
- Cloud Wars Live with Bob Evans
AI Infrastructure Spending Hits $2.59 Trillion as Hardware Costs Reshape the Market
In today’s Cloud Wars AI Minute, I break down Gartner’s $2.59 trillion AI infrastructure spending figure and why rising compute and memory costs are shifting…
- Cloud Wars Live with Bob Evans
Microsoft Brings GPT-6 Astra to Foundry With Enterprise Controls for Agentic AI
In today’s Cloud Wars Agent and Copilot Minute, I break down Microsoft’s rollout of OpenAI’s GPT-6 Astra in Foundry and why enterprise controls could be a…
- Cloud Wars Live with Bob Evans
AI CapEx Spending Is Outpacing Cash Flow as Hyperscaler Investment Surges
In today’s Cloud Wars AI Minute, I break down the explosive growth in AI infrastructure spending and the growing pressure on hyperscalers as CapEx begins to…
- Cloud Wars Live with Bob Evans
Oracle CEO Sicilia Hammers Home "Fusion" of Apps + Agentic AI
In this Cloud Wars Minute, I dive deeper into comments from Oracle's Q1 earnings call on its philosophy, position, and strategy where agents meet applications…
- Cloud Wars Live with Bob Evans
AI Model Fatigue Is Emerging as Releases Outpace Enterprise Adoption
In today’s Cloud Wars AI Minute, I break down the rise of AI model fatigue and why the industry’s rapid release cycle may be moving faster than buyers can keep…
- Cloud Wars Live with Bob Evans
Why OpenAI’s New AI Shutdown Capabilities Could Shape Regulation
In today's Cloud Wars Minute, I look at why OpenAI is developing automated shutdown capabilities for its AI systems. Highlights 00:04 — Weeks after disclosing…
- Cloud Wars Live with Bob Evans
Big Question for Oracle Cloud + AI Business: How High Can It Go?
In today's Cloud Wars Minute, I review Oracle's Q1 cloud revenue and how its business model innovation could propel the growth rate to rise even higher…
- Cloud Wars Live with Bob Evans
OpenAI, Cursor, SpaceX, and the Growing Importance of Trust in AI
In today's Cloud Wars Minute, I look at OpenAI’s decision on Cursor and what it reveals about the importance of mutual trust across the AI industry. Highlights…
- Cloud Wars Live with Bob Evans
Oracle Q1 Blowout
In today's Cloud Wars Minute, I explore Oracle’s blowout Q1 and the numbers signaling its growing power in AI and cloud infrastructure. Highlights 00:03 —…
- Cloud Wars Live with Bob Evans
Google Cloud Goes Industry-Specific With Gemini Enterprise: Skills + Data + Agents + Partners
In today’s Cloud Wars Minute, I look at how Google Cloud is combining AI agents, enterprise data, specialized skills, and partners to transform…
- Cloud Wars Live with Bob Evans
Microsoft Targets Arabic Enterprise AI Opportunity With HUMAIN Collaboration
In today's Cloud Wars Minute, I look at how Microsoft is bringing Arabic-language AI models into its ecosystem through its strategic collaboration with HUMAIN…
- Cloud Wars Live with Bob Evans
Workday Agentic AI Targets Big, Complex Processes w/Big ROI
In today's Cloud Wars Minute, I analyze how Aneel Bhusri is reshaping Workday’s agentic AI strategy following his return as CEO. Highlights 00:03 — Interesting…
- Cloud Wars Live with Bob Evans
Meta + Microsoft & How the AI Race is Changing
In today's Cloud Wars Minute, I examine why Meta is buying massive amounts of AI capacity from Microsoft despite building its own AI infrastructure. Highlights…
- Cloud Wars Live with Bob Evans
Has OpenAI's 'AI SuperApp' Turned Into Vaporware?
In today's Cloud Wars Minute, I ask whether OpenAI has quietly abandoned its AI super app as customer confusion around AI continues to grow. Highlights 00:02 —…
- Cloud Wars Live with Bob Evans
ServiceNow Becoming Cybersecurity Powerhouse: McDermott's Grand Plan?
In today's Cloud Wars Minute, I examine three signs that ServiceNow is positioning itself to become a cybersecurity powerhouse. Highlights 00:02 — We've…
- Cloud Wars Live with Bob Evans
Marc Benioff Turbocharges Salesforce with Claudeforce + Anthropic
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- Cloud Wars Live with Bob Evans
CEO Aneel Bhusri: 'This Is Workday's Moment'
Highlights 00:02 — Workday last week reported its Q2 results. They came in pretty strong, and I think if we look at the tenor of some of the comments that…
- Cloud Wars Live with Bob Evans
Microsoft Embraces AI Consumption Pricing as Developer Demand Accelerates
In today's Cloud Wars Minute, I break down Microsoft’s evolving AI consumption strategy and how it compares with Salesforce, UiPath, and other major industry…
- Cloud Wars Live with Bob Evans
Google Cloud and Mahindra Bring Gemini Enterprise AI Directly Into Vehicles
In today's Cloud Wars Minute, I look at how Google Cloud is expanding the Gemini ecosystem into the automotive world through its partnership with Mahindra…