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PODCAST

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.

technology

All Episodes

00:12:27

Oracle’s Fusion and NetSuite Customers Gain an AI...

Cloud Wars Live with Bob Evans ·

2025/11/07

In this episode of Cloud Wars Live, Bob Evans speaks with T.K. Anand, Executive Vice President at Oracle, during Oracle AI World in Las Vegas. The discussion centers on Oracle’s new AI Data Platform, a major initiative designed to help customers harness their own data to drive AI transformation. Anand outlines how Oracle’s open, unified approach to managing enterprise data enables organizations to bring AI directly to their business processes, while also citing breakthrough developments in

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00:02:04

Workday Launches Custom AI Model Library for Contract...

Cloud Wars Live with Bob Evans ·

2025/11/07

In today's Cloud Wars Minute, I explore Workday’s latest move to deepen AI’s role in enterprise operations.Highlights00:03 — Workday has announced its new Custom AI Model Library for the Workday Contract Intelligence Agent, powered by Evisort. The library includes over 120 pre-built AI models designed to identify critical clauses, risks, line items, and terms within contracts. The goal is to give users specialized models that speed up contract review, detect risks earlier, and reduce manual

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00:24:59

Oracle Launches AI-Native Database 26ai to Power...

Cloud Wars Live with Bob Evans ·

2025/11/06

Hasan Rizvi, EVP, Database Engineering, Oracle, talks to Bob Evans in this latest episode of Cloud Wars Live. They explore the launch of Oracle AI Database 26ai, the Autonomous AI Lakehouse, and breakthroughs in multi-cloud deployment. Rizvi also discusses vector search, agentic AI, and how Oracle is simplifying complex architectures for the AI era. It’s a compelling look at how Oracle is reshaping enterprise data strategy for the age of AI.Oracle’s Next-Gen Data StrategyThe Big Themes:AI Demands a

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00:05:31

Palantir Q3 Blowout: Extraordinary Numbers and CEO...

Cloud Wars Live with Bob Evans ·

2025/11/06

In today's Cloud Wars Minute, I spotlight Palantir’s stunning 63% revenue surge and its defiant, rule-breaking vision for the AI Era.Highlights00:30 — Palantir, earlier this week, reported its Q3 numbers, and they were absolutely extraordinary. I thought the only thing that matched the blowout numbers that Palantir had was the perspective and philosophy revealed in the Q3 earnings call from CEO Alexander Karp. I want to talk about that in just a minute.01:23 —You hear talk around the industry,

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00:17:09

Mahesh Thiagarajan on Oracle Cloud Strategy and...

Cloud Wars Live with Bob Evans ·

2025/11/05

In today's Cloud Wars Live, Mahesh Thiagarajan, EVP, Oracle Cloud Infrastructure, speaks with Bob Evans about Oracle’s bold strategy to lead in the AI infrastructure race. He details how Oracle is scaling zeta-level compute, launching a 1.5 gigawatt GPU campus, and engineering full-stack solutions that combine bare-metal hardware, custom networking, and advanced software. With OCI’s rapid innovation and massive scale, Oracle is positioning itself as a serious challenger to cloud incumbents like AWS,

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00:02:02

Windows Copilot Now Responds to Text Prompts in...

Cloud Wars Live with Bob Evans ·

2025/11/05

In today's Cloud Wars Minute, I take a look at Microsoft’s newest Copilot feature that lets users type to Vision instead of relying solely on voice.Highlights00:10 — Microsoft has rolled out a new update for the Microsoft Copilot app on Windows for Windows Insiders. This update allows users to interact with Copilot Vision using text inputs, and Copilot will respond, in turn, with text outputs in the same chat window. Previously, interactions with Copilot Vision were only possible through voice

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00:05:28

Oracle, Google Cloud, Roar Past Microsoft, AWS in...

Cloud Wars Live with Bob Evans ·

2025/11/04

In today's Cloud Wars Minute, I take a look at how Oracle and Google Cloud are surging past Microsoft and AWS in RPO and backlog growthHighlights00:13 — There’s no question that 10, 12, 15 years ago, it was AWS and Microsoft that set the rules for cloud infrastructure. Google Cloud and Oracle, both of them, while much smaller in revenue than AWS and Microsoft, are growing much faster. My conclusion here is that Oracle and Google Cloud are roaring past Microsoft and AWS in RPO and backlog growth. Let

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00:18:56

Oracle's Juan Loaiza Discusses Trust Privacy,...

Cloud Wars Live with Bob Evans ·

2025/11/03

Juan Loaiza is the EVP of Database Technologies at Oracle. In today's special episode of Cloud Wars Live, Loaiza joins Bob Evans to discuss how AI is transforming the way businesses interact with data. He spotlights Oracle’s new AI-native database, the importance of trust and security in enterprise AI, and why business users now play a bigger role in data strategy. It’s a revealing look at how Oracle is shaping the future of intelligent data systems.The AI Data RevolutionThe Big Themes:Trust,

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00:05:16

Google Cloud Q3 Blowout: Winning New Biz $ $ Over...

Cloud Wars Live with Bob Evans ·

2025/11/03

In today's Cloud Wars Minute, I look at the shift in enterprise preference from Microsoft to Google Cloud.Highlights00:15 — The three original hyperscalers all released numbers for Q3 last year. Each should be proud, but Google Cloud stood out in a significant way. Its Q3 revenue is up 34% to $15.2 billion. Its Q2 growth had been 32%, so, accelerating here. Mid-year, it said its CapEx would be $75 billion for all of 2025. A few months ago, it said, “Now we’re going to have to make it $85

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00:02:45

Microsoft Empowers Business Users with Copilot Agents...

Cloud Wars Live with Bob Evans ·

2025/10/31

In today's Cloud Wars Minute, I unpack how Microsoft is empowering business users with new Copilot agents that simplify app creation and workflow automation — no coding needed.Highlights00:11 — Microsoft has launched a series of new agents for Microsoft 365 Copilot customers in the Frontier Program: App Builder and Workflows, designed to accelerate the creation of AI-driven apps and workflows. These agents make it incredibly easy for general business users to utilize natural language in order to

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00:05:44

SAP Vs. Oracle: Key Is Agents + AI + Data, Not...

Cloud Wars Live with Bob Evans ·

2025/10/30

In today's Cloud Wars Minute, I compared the diverging strategies of SAP and Oracle as the AI revolution reshapes enterprise tech.Highlights00:22 — SAP versus Oracle. It was interesting on SAP's recent Q3 earnings call: the financial analysts seemed to be really preoccupied with this notion — was SAP going to get into the hyperscale business? Or was the fact that Oracle is in the cloud infrastructure business something that SAP sees as a disadvantage? I think those are entirely the wrong

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00:23:51

What the Best AI Strategies Have in Common | Tinder...

Cloud Wars Live with Bob Evans ·

2025/10/29

Bonnie Tinder is the founder and CEO of Raven Intelligence, an independent B2B peer review site that amplifies the voice of the customer. She focuses on software customers, consulting partners, and software vendors and helps identify the best partners for their needs. In this episode, she shares powerful insights from leading organizations on how AI is being used not to replace employees, but to enhance experiences, streamline operations, and drive better business outcomes through purpose-driven,

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00:01:56

Microsoft Launches Mico: Human-Centered AI Visual for...

Cloud Wars Live with Bob Evans ·

2025/10/29

In today's Cloud Wars Minute, I unpack Microsoft AI’s push for empathetic AI with new features designed to make Copilot more relatable and engaging.Highlights00:18 — Microsoft has launched the Mico 1 character — a visual presence that appears and interacts with users when they tap into Copilot's voice mode. Now, this cloud-like entity is optional and actively listens, reacts, and even changes color in response to the direction of the conversation. The aim is to give Copilot a friendly face and make

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00:05:20

ServiceNow "AI Experience": President Amit Zavery on...

Cloud Wars Live with Bob Evans ·

2025/10/28

In today's Cloud Wars Minute, I dive into how ServiceNow is redefining enterprise automation with its new AI Experience platform.Highlights00:15 — ServiceNow has for a long time been intriguing in the way that it does not necessarily map to or compete directly against lots of the other major Cloud Wars Top 10 companies. ServiceNow has gone a different sort of route, everything they're doing from AI and workflows. The company has taken another big step with a service they introduced recently called

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00:19:03

Inside ServiceNow’s Plan to Deliver AI Value Across...

Cloud Wars Live with Bob Evans ·

2025/10/28

Amit Zavery, President, Chief Product Officer, and Chief Operating Officer at ServiceNow, sits down to talk with Bob Evans in this special episode of Cloud Wars Live. They dive deep into how ServiceNow’s AI Experience is transforming enterprise workflows through automation, governance, and personalization. Zavery outlines a bold vision for delivering real ROI and trusted AI at scale.Reimagining Workflow with AI Experience The Big Themes:ServiceNow’s AI Experience Is About Unified, Actionable

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00:04:42

SAP Still Hottest Apps Vendor on 22.8% Cloud-Rev....

Cloud Wars Live with Bob Evans ·

2025/10/27

In today's Cloud Wars Minute, I show how SAP’s seamless data strategy is driving real business value in the age of AI. Highlights00:14 — SAP reported a very nice third quarter last week. Some highlights from SAP Q3, and then I'll do the comparisons with its competitors. So, the cloud revenue overall is up 22% to $6.14 billion. Ad their current cloud backlog, which is pretty close to RPO (Remaining Performance Obligation), the term some companies use, was up 23% to $18.1 billion.01:24 — SAP is at the

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00:02:25

Salesforce Disrupts ITSM With Conversational...

Cloud Wars Live with Bob Evans ·

2025/10/24

In today's Cloud Wars Minute, I unpack how Salesforce is reinventing IT support with its new Agentforce platform.Highlights00:11 — Salesforce has launched Agentforce IT Service. This product suite is described by the company as an agent-first, conversational-first IT support solution. Unlike lengthy back-and-forth interactions with service desk staff, the new system introduces a conversation-based resolution model that’s available 24/7.01:15 — Muddu Sudhakar, SVP and GM, IT and HR Service at

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00:06:00

AWS Outage Puts It Farther Behind Microsoft, Google...

Cloud Wars Live with Bob Evans ·

2025/10/23

In today's Cloud Wars Minute, I discuss the recent AWS outage, identifying five reasons that this outage will significantly impact the company's reputation.Highlights00:30 — AWS experienced a big outage this week, impacting multiple companies and services at a time when AWS, relative to its hyperscaler competitors, is in a decline. I think there are five core reasons that its reputation will suffer from this outage.01:15 — The magnitude of the outage will greatly impact the company's reputation

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00:02:53

Harvard University Partners with Microsoft to Advance...

Cloud Wars Live with Bob Evans ·

2025/10/22

In today's Cloud Wars Minute, I look at why a new Harvard-Microsoft licensing deal could be a defining moment for generative AI in medicineHighlights00:11 — Harvard University's Graduate Medical School has entered into a licensing agreement with Microsoft, enabling the company to access consumer health data. Now, Microsoft plans to utilize this wealth of health data to enhance Copilot with health-related content, which many view as part of the company's strategy to reduce its reliance on OpenAI

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00:05:29

Salesforce Leverages Agentic AI + Data Cloud to Move...

Cloud Wars Live with Bob Evans ·

2025/10/21

In today's Cloud Wars Minute, I talk about recent announcements from Salesforce's Dreamforce event as well as the company's move into new territories.Highlights00:15 — At Salesforce's Dreamforce, Marc Benioff described the event as the biggest one ever. Dreamforce highlighted product announcements, particularly around the Agentforce AI platform, and expanded partnerships.00:30 — One of the most intereseting pieces of this was the new reality of agentic AI with Agentforce and the rise of Salesforce

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