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
Microsoft, GitHub, and Anthropic Reshape AI Developer Economics
In today’s Cloud Wars Minute, I look at how AI monetization is moving beyond execution and into creation as agentic development becomes more costly and…
- Cloud Wars Live with Bob Evans
Salesforce Q2 Growth Slips But New AI Products Plus Big Anthropic Deal Point to Future Acceleration
In today's Cloud Wars Minute, I analyze Salesforce’s latest results and why Dreamforce could be critical for proving its AI opportunity is here now. Highlights…
- Cloud Wars Live with Bob Evans
Agentic AI Is Transforming the Economics of Token Consumption
In today's Cloud Wars AI Minute, I explore why falling token prices aren't necessarily making AI transactions cheaper. Highlights 00:01 — So, one of the things…
- Cloud Wars Live with Bob Evans
Workday Joins NVIDIA, Microsoft and IBM in Open Secure AI Alliance
In today's Cloud Wars Minute, I explain why Workday believes AI security is becoming an ecosystem problem that no single vendor can solve independently…
- Cloud Wars Live with Bob Evans
Power Pair: Google Cloud + Oracle Share Crown Jewels for AI Transformation
In today's Cloud Wars Minute, I examine why the emerging Google Cloud and Oracle alliance could reshape how enterprises accelerate their AI transformations…
- Cloud Wars Live with Bob Evans
Maia 300 Could Give Microsoft Azure a Major AI Infrastructure Advantage
00:03 — According to recent reports, Microsoft is set to reveal its Maia 300 AI accelerator as early as September this year. For context, Microsoft launched…
- Cloud Wars Live with Bob Evans
Palantir’s Chad Wahlquist on Why Business Outcomes Are the Real AI Benchmark
Bob Evans speaks with Chad Wahlquist, an Architect at Palantir, about what is driving the company’s extraordinary growth and, more importantly, what customers…
- Cloud Wars Live with Bob Evans
The Palantir Phenomenon: Inside Its Big Q2 Growth
00:03 — We've had a lot of big numbers come out for Q2 reports. Google Cloud is at 82 percent. AWS growth jumped up to 37 percent. But I have to take a little…
- Cloud Wars Live with Bob Evans
Pentagon Approves Salesforce AI Agents for Sensitive Unclassified Missions
00:03 — In a big coup for Salesforce, the Pentagon has approved the use of its Missionforce national security platform to launch AI agents on the most…
- Cloud Wars Live with Bob Evans
Handshake CEO Garrett Lord on Why Fine-Tuning Shouldn’t Be Your First AI Move
In this special episode of Cloud Wars, Bob Evans speaks with Garrett Lord, co-founder and CEO of Handshake, about one of the biggest challenges facing…
- Cloud Wars Live with Bob Evans
Agentic Reasoning Loops Could Drive a 17x Increase in AI Token Consumption
In today’s Cloud Wars AI Minute, I break down the rise of agentic reasoning loops and why their impact on AI token consumption and costs could be significant…
- Cloud Wars Live with Bob Evans
Palantir CEO Karp: 3 Simple Steps to Software Revolution
In today's Cloud Wars Minute, I look at why Palantir's approach to AI sovereignty, sales, and customer value deserves the software industry's attention…
- Cloud Wars Live with Bob Evans
Why Oracle’s Google Gemini Deal Strengthens Its Enterprise AI Strategy
In today's Cloud Wars Minute, I look at why Oracle is rejecting a single-model AI strategy and embracing a flexible, multi-model future. Highlights 00:03 —…
- Cloud Wars Live with Bob Evans
AI’s Shift to Forward Deployment Engineering Signals a New Enterprise Skillset
In today’s Cloud Wars AI Minute, I break down the rapid rise of forward deployment engineering and why getting AI into production is becoming the next…
- Cloud Wars Live with Bob Evans
ServiceNow Focuses on Control Tower + Security: McDermott Wants to Help CEOs Sleep at Night
In today's Cloud Wars Minute, I explain why ServiceNow’s fast-growing security business is becoming central to Bill McDermott’s AI strategy. Highlights 00:01 —…
- Cloud Wars Live with Bob Evans
Manish Sood: SAP and Reltio Can Turn Data Into AI Advantage
In this special episode of Cloud Wars Live, Bob Evans speaks with Manish Sood, founder and CEO of Reltio, about the rapidly changing relationship among…
- Cloud Wars Live with Bob Evans
Oracle Wins $7 Billion Pentagon Contract in Major Government Deal
In today’s Cloud Wars Minute, I explore Oracle’s major $7 billion Pentagon contract and what it means for the company’s government and enterprise ambitions…
- Cloud Wars Live with Bob Evans
Microsoft, Oracle, Google, AWS: $2.3 Trillion Backlog + RPO
In today's Cloud Wars Minute, I analyze the extraordinary RPO growth at Microsoft, Oracle, Google Cloud, and AWS and what it signals about AI demand…
- Cloud Wars Live with Bob Evans
Winning the Future: Google Cloud Beats AWS, Ties Microsoft Cl.
In today's Cloud Wars Minute, I compare Google Cloud, Microsoft, and AWS to reveal which hyperscaler is winning the most new business. Highlights 00:15 — While…
- Cloud Wars Live with Bob Evans
Microsoft Hits 40 Million AI Agents: What It Means for Enterprise AI
In today's Cloud Wars AI Minute, I explain how Microsoft's AI agent momentum could transform business applications at scale. Highlights 00:00 — So we're now…
- Cloud Wars Live with Bob Evans
Microsoft and Tech Leaders Push Back on Restrictions for Open-Weight AI Models
In today’s Cloud Wars Minute, I break down Microsoft’s push to protect open-weight AI models and why the debate over openness could shape the future of the AI…
- Cloud Wars Live with Bob Evans
Palantir Calls Out AI Labs as Q2 Soars 93%
In today's Cloud Wars Minute, I look at why Palantir's AI strategy is resonating with customers and disrupting the software industry's established order…
- Cloud Wars Live with Bob Evans
OpenAI's GPT-5.6 Becomes the Preferred Model in Microsoft 365 Copilot
In today's Cloud Wars Minute, I break down OpenAI's decision to make GPT-5.6 the preferred model for Microsoft 365 Copilot and why AI efficiency is becoming an…
- Cloud Wars Live with Bob Evans
AWS Awesome Q2 Pushes Microsoft into Slow Lane
In today's Cloud Wars Minute, I break down the reshuffled hyperscaler rankings and what AWS's comeback means for the AI economy. Highlights 00:03 — The third…
- Cloud Wars Live with Bob Evans
SAP Q2 Backlog +26% as Ecosystem Becomes Revenue Driver
In today's Cloud Wars Minute, I examine why SAP's biggest competitive challenge may soon come from OpenAI and Anthropic rather than traditional enterprise…
- Cloud Wars Live with Bob Evans
OpenAI's Consumer Hardware Ambitions Reveal the Next Phase of AI Adoption
In today’s Cloud Wars Minute, I explore OpenAI’s bold move into AI-powered consumer hardware and what it reveals about the future of trust in artificial…
- Cloud Wars Live with Bob Evans
Microsoft Cloud Q4: Growth Slips from Q3, RPO Surges 84%
In today’s Cloud Wars Minute, I compare Microsoft’s latest cloud results with Google Cloud’s accelerating momentum. Highlights 00:09 — Microsoft Cloud revenue…
- Cloud Wars Live with Bob Evans
Microsoft's AI Sovereignty Model Could Shape the Future of Government AI
In today's Cloud Wars Minute, I look at Microsoft's strategy for balancing AI innovation with local governance, culture, and national control. Highlights 00:04…
- Cloud Wars Live with Bob Evans
Dear Andy Jassy: Don't Try to Spin Google Cloud Outgrowing AWS By 2X or 2.5X
In today's Cloud Wars Minute, I examine why Google Cloud's explosive growth is redefining the competitive landscape ahead of Microsoft and AWS earnings…
- Cloud Wars Live with Bob Evans
Google Cloud 390% Backlog Growth: Playing to Win Means Blazing New Trails
In today's Cloud Wars Minute, I look at why playing to win — not playing it safe — is becoming the defining strategy for AI and cloud leaders. Highlights 00:01…
- Cloud Wars Live with Bob Evans
Salesforce Launches MCP Servers to Turn Slack Into an AI Workspace
In today's Cloud Wars Minute, I explain how Salesforce's latest MCP announcement advances Marc Benioff's vision for AI-first enterprise collaboration…
- Cloud Wars Live with Bob Evans
Google Cloud Q2: Revenue +82%, $24.8B, Backlog +390%, $514B
In today's Cloud Wars Minute, I show why Google Cloud is setting the pace in the AI economy despite Microsoft's and AWS's larger scale. Highlights 00:03 —…
- Cloud Wars Live with Bob Evans
Microsoft AI in Education Report: Why Responsible AI Is the Next Big Challenge
In today's Cloud Wars Minute, I look at how Microsoft is helping schools move from AI experimentation to effective deployment. Highlights 00:08 — There isn't a…
- Cloud Wars Live with Bob Evans
Google Cloud + Palantir Growth Rates Show What Enterprises Want from AI
In today's Cloud Wars Minute, I examine why Google Cloud and Palantir have become the fastest-growing companies in enterprise AI. Highlights 00:01 — Now that…
- Cloud Wars Live with Bob Evans
Hottest Vendors: #1 Palantir, #2 Google Cloud, #3 Oracle
In today's Cloud Wars Minute, I preview the coming wave of Q2 earnings while highlighting the extraordinary growth reshaping cloud computing. Highlights 00:03…
- Cloud Wars Live with Bob Evans
AI Agent & Copilot Podcast: John Siefert and Cedric Wells Discuss AI Leadership, Vibe Coding, and Governance
In this episode of the AI Agent & Copilot Podcast, John Siefert, Founder and CEO of Cloud Wars, is joined by Cedric Wells, IT leader and former Senior Manager…
- Cloud Wars Live with Bob Evans
Salesforce Agentforce Help Agent Introduces Pay-for-Resolution AI Model
In today's Cloud Wars Minute, I look at why Salesforce's new Help Agent represents a major shift toward performance-based enterprise AI. Highlights 00:03 —…
- Cloud Wars Live with Bob Evans
Race for AI Future: Google, Oracle, Microsoft, AWS Try to Meet Insatiable Demand
In today's Cloud Wars Minute, I explain why hyperscalers are rewriting the rules of deal-making to build the next generation of AI infrastructure. Highlights…
- Cloud Wars Live with Bob Evans
SAP and Giotto.ai Launch Pilot Projects for Smarter Joule Agents
In today's Cloud Wars Minute, I look at how reasoning-focused AI will strengthen SAP Joule agents with enterprise-grade security and governance. Highlights…
- Cloud Wars Live with Bob Evans
Chris Leone on Oracle's Fusion Agentic Applications and the Future of Enterprise AI | Cloud Wars Live
As enterprise AI rapidly evolves from isolated assistants to autonomous systems capable of executing complex business processes, organizations are looking for…
- Cloud Wars Live with Bob Evans
Microsoft vs AWS: AI-Deployment Names Show Different AI Visions
In today's Cloud Wars Minute, I compare Microsoft's and AWS's dramatically different branding strategies for AI deployment services. Highlights 00:01 — We see…
- Cloud Wars Live with Bob Evans
Oracle Targets Faster Patching as AI Threats Intensify | Cloud Wars Live
As artificial intelligence accelerates both innovation and cyber risk, organizations are facing unprecedented pressure to secure sensitive data while deploying…
- Cloud Wars Live with Bob Evans
Google Cloud All-in w/Ecosystem for Agentic Transformation as Others Launch Deployment Co.'s
In today's Cloud Wars Minute, I compare Google's ecosystem-first AI strategy with the hybrid deployment models of Microsoft and AWS.Highlights 00:03 — A crazy…
- Cloud Wars Live with Bob Evans
AI Agent & Copilot Podcast: Solgari's Ed Grant on Transforming Customer Engagement with AI
Key Takeaways Solgari's leading innovations: Grant explains that Solgari provides a customer engagement platform built on Azure that extends Microsoft Teams…
- Cloud Wars Live with Bob Evans
Salesforce-Databricks Alliance Strengthens Enterprise AI with Trusted Data
In today's Cloud Wars Minute, I explain why the next phase of agentic AI is all about governance, security, and business processes. Highlights 00:03 —…
- Cloud Wars Live with Bob Evans
AI Deployment Wars Heat Up: AWS, MSFT Push War Chest to $10B
Minute, I look at how Google Cloud, Microsoft, AWS, OpenAI, and Anthropic are redefining enterprise AI adoption. Highlights 00:11 — So, in what I'm calling the…
- Cloud Wars Live with Bob Evans
Microsoft Frontier Company Signals New Era of Enterprise AI Transformation
In today's Cloud Wars Minute, I explain why Microsoft's newest AI initiative could reshape enterprise engineering and customer success. Highlights 00:09 — Some…
- Cloud Wars Live with Bob Evans
Palantir: Traditional ERP Contains Some Deadly Ingredients
In this episode, I consider an argument that Palantir recently made: While traditional ERP has been valuable for many businesses over the last few decades, as…
- Cloud Wars Live with Bob Evans
Microsoft's Copilot Cowork Pricing Shift Signals a New Phase for Enterprise AI
In today's Cloud Wars Minute, I explore Microsoft's shift to usage-based Copilot Cowork pricing and what it reveals about the changing economics of enterprise…
- Cloud Wars Live with Bob Evans
OpenAI Partner Network Signals New Era of Enterprise AI Deployment
In today's Cloud Wars Minute, I examine what OpenAI's latest move reveals about the maturation of the enterprise AI market. Highlights 00:03 —My colleague Bob…
- Cloud Wars Live with Bob Evans
OpenAI Reveals CEO Dilemma: Who Gets AI Tokens?
In today's Cloud Wars Minute, I discuss the growing challenge of balancing AI demand, budgets, and business priorities across the enterprise. Highlights 00:02…
- Cloud Wars Live with Bob Evans
Google Cloud, OpenAI, Anthropic: AI Deployment Wars!
In today's Cloud Wars Minute, I examine three very different approaches to turning breakthrough AI technology into real-world business transformation…
- Cloud Wars Live with Bob Evans
Enterprise AI Maturity Drives Expanded Microsoft-KPMG Collaboration
In today's Cloud Wars Minute, I discuss how one of the Big Four consultancies is using Microsoft technology to simplify AI scaling for customers worldwide…
- Cloud Wars Live with Bob Evans
AWS Autonomous Solution Slays Tech-Debt Monster!
In today's Cloud Wars Minute, I explain how AWS is using AI-driven automation to reduce technical debt and free up budgets for innovation. Highlights 00:03 —…
- Cloud Wars Live with Bob Evans
Microsoft Developing AI Devices Designed Specifically for AI Agents
Highlights 00:08 — Now, in a slight tangent away from what we're used to from Microsoft, the company is developing two new AI-powered gadgets for workers that…
- Cloud Wars Live with Bob Evans
Google Cloud + Palantir Form Powerful Partnership Re: Data, AI, Industries
In today's Cloud Wars Minute, I look at why two of the fastest-growing Cloud Wars companies are joining forces around data, AI, and industry solutions…
- Cloud Wars Live with Bob Evans
Hyperscaler Backlog $2.1 Trillion Amid Innovation Boom
Highlights 00:27 — It's not just business as usual for these companies, their customers, and others who are tied into these extraordinary enterprises. We're…
- Cloud Wars Live with Bob Evans
Google Cloud's EQT Agreement Highlights the Next Phase of Enterprise AI
In today's Cloud Wars Minute, I examine why the Google Cloud-EQT deal signals a major shift in how AI is being distributed at scale. Highlights 00:03 — The…
- Cloud Wars Live with Bob Evans
OpenAI Launches Deployment Blitz w/Partners, FDEs
In today's Cloud Wars Minute, I look at how OpenAI is transforming from an AI innovator into a full-scale enterprise powerhouse. Highlights 00:02 — Well, a…