Cloud Wars Live with Bob Evans

00:03:07

Microsoft Brings GPT-6 Astra to Foundry With...

Cloud Wars Live with Bob Evans ·

2026/09/18

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 major differentiator for agentic AI.Highlights00:09 — So a quick recap before I get into this story: at the start of September, OpenAI launched GPT-6 Astra, which it described as the world's most intelligent and aligned model. Now, I'd urge you to check out the promotional video that accompanied that launch, because it's pretty mind-blowing in

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00:03:21

AI CapEx Spending Is Outpacing Cash Flow as...

Cloud Wars Live with Bob Evans ·

2026/09/17

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 exceed operating cash flow.Highlights0:14 — The thing I'm going to talk about today is the fact that we are now seeing over $700 billion in AI buildout as far as the investment in CapEx that's starting to be spent. Well, this is really an interesting situation because we're starting to see that the actual CapEx expenditures are exceeding the

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00:05:18

Oracle CEO Sicilia Hammers Home "Fusion" of Apps +...

Cloud Wars Live with Bob Evans ·

2026/09/17

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.Highlights00:16 — I think Oracle has, by far, been speaking with the most clarity about what the interplay between apps and agents will be. This is incredibly important for customers. Just a couple of years ago, Microsoft CEO Satya Nadella turned the whole apps world upside down when he suggested that the arrival of AI, agents, and copilots

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00:03:14

AI Model Fatigue Is Emerging as Releases Outpace...

Cloud Wars Live with Bob Evans ·

2026/09/16

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 up.Highlights00:16 — The thing we’re going to talk about today is going to be model fatigue. And this is a real thing that’s starting to happen in the industry as these models keep coming out, and they come out so quick that you’re starting to see that the race of the releases are just outrunning the buyer’s ability to be able to consume

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00:01:47

Why OpenAI’s New AI Shutdown Capabilities Could Shape...

Cloud Wars Live with Bob Evans ·

2026/09/16

In today's Cloud Wars Minute, I look at why OpenAI is developing automated shutdown capabilities for its AI systems.Highlights00:04 — Weeks after disclosing that one of its AI tools had escaped a sandbox environment during testing, OpenAI has revealed yet more model safeguards. The company has understandably been under scrutiny in this area since the news broke about the rogue AI.00:23 — OpenAI has reportedly told two House Democrats that it was developing automated shutdown capabilities for its AI

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00:05:28

Big Question for Oracle Cloud + AI Business: How High...

Cloud Wars Live with Bob Evans ·

2026/09/15

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.Highlights00:54 — Oracle reported Q1 cloud revenue of $11.6 billion, which is up 62%. $7.4 billion came from cloud infrastructure, with OCI having a growth rate of 121%. Oracle's RPO (remaining performance obligation), or its backlog that hasn't been recognized as revenue yet, jumped 46% to $664 billion. So, there's this enormous backlog waiting to

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00:02:03

OpenAI, Cursor, SpaceX, and the Growing Importance of...

Cloud Wars Live with Bob Evans ·

2026/09/14

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.Highlights00:04 — OpenAI has announced that it's planning to wind down its contract with Cursor following the company's acquisition by SpaceX, meaning OpenAI models will no longer be available through Cursor after November 12 this year.00:22 — So, just a quick recap: Cursor is an AI-powered code editor that was acquired by SpaceX on August 14 this year

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00:04:23

Oracle Q1 Blowout

Cloud Wars Live with Bob Evans ·

2026/09/11

In today's Cloud Wars Minute, I explore Oracle’s blowout Q1 and the numbers signaling its growing power in AI and cloud infrastructure.Highlights00:03 — Yesterday, Oracle reported what I'm calling a blowout Q1, and let me talk about some of the key numbers here that formed that impression for me. Its overall cloud revenue was up 62% to over $11 billion. It breaks that out in two ways. Its cloud apps business grew about 10%, a little over $4 billion in revenue.00:26 — But this is the star now: the

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00:05:16

Google Cloud Goes Industry-Specific With Gemini...

Cloud Wars Live with Bob Evans ·

2026/09/10

In today’s Cloud Wars Minute, I look at how Google Cloud is combining AI agents, enterprise data, specialized skills, and partners to transform industry-specific solutions.Highlights00:04 — Over the last few years, Google Cloud has made different moves to address what I believe is an enormous opportunity in industry-specific solutions. It's gone about this a few different ways, always leaving the door open to work very closely with partners, whether that's integrators or ISVs. And, I think it's on

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00:02:14

Microsoft Targets Arabic Enterprise AI Opportunity...

Cloud Wars Live with Bob Evans ·

2026/09/09

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.Highlights00:09 — Microsoft has announced a long-term strategic collaboration with HUMAIN. They're a Saudi Arabian AI company owned by the Public Investment Fund. That's Saudi Arabia's sovereign wealth fund. So, what we're looking at here, and this is why I think it's particularly interesting when we're analyzing Microsoft's strategy, we're

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00:03:27

Workday Agentic AI Targets Big, Complex Processes...

Cloud Wars Live with Bob Evans ·

2026/09/08

In today's Cloud Wars Minute, I analyze how Aneel Bhusri is reshaping Workday’s agentic AI strategy following his return as CEO.Highlights00:03 — Interesting conversations on the Workday FY27 Q2 earnings call last week. One of the things that came up here was the difference in their approach to agentic AI that's come about over the last several months since the return of CEO Aneel Bhusri.00:48 — One of the big things that happened here, he said, we don't necessarily want to have a whole lot of

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00:01:44

Meta + Microsoft & How the AI Race is Changing

Cloud Wars Live with Bob Evans ·

2026/09/04

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.Highlights00:10 — Meta has become one of Microsoft's largest AI customers, spending hundreds of millions of dollars annually through Azure and consuming trillions of tokens per week. It's a massive figure.00:24 — But to me, the real story here is about how AI is utterly transforming relationships in the tech world. Even though Meta is building its own AI

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00:05:34

Has OpenAI's 'AI SuperApp' Turned Into Vaporware?

Cloud Wars Live with Bob Evans ·

2026/09/03

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.Highlights00:02 — I wonder if over at OpenAI it's got a detective case going on here — the case of the missing AI super app. This is a concept, an idea that OpenAI floated very visibly, very demonstratively five months ago at the end of March, when the company put out a landmark blog post outlining its valuation.00:44 — It laid out in detail its plans, its

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00:05:19

ServiceNow Becoming Cybersecurity Powerhouse:...

Cloud Wars Live with Bob Evans ·

2026/09/02

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 recently seen ServiceNow position itself as a security powerhouse, and I wonder if that is ultimately the grand plan, the grand vision of CEO Bill McDermott. We've heard and seen ServiceNow sort of evolve its overall position. It's tinkered around with the Control Tower platform and so on. We've seen it now centered on this AI Control Tower for

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00:05:21

Marc Benioff Turbocharges Salesforce with Claudeforce...

Cloud Wars Live with Bob Evans ·

2026/09/01

Visit Cloud Wars for more.

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00:05:02

CEO Aneel Bhusri: 'This Is Workday's Moment'

Cloud Wars Live with Bob Evans ·

2026/08/31

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 co-founder and CEO Aneel Bhusri made on the Q2 earnings call last week, we'll see that he's generally pretty low-key. But he's quite bullish now about what's going on with the early momentum Workday is gaining from its AI products. 00:49 — First, quick overview of some key Q2 numbers. Subscription revenue was up 13.9% to $2.47 billion. Its current

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00:03:55

Microsoft Embraces AI Consumption Pricing as...

Cloud Wars Live with Bob Evans ·

2026/08/28

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 players.Highlights 00:19 — Microsoft just announced the GitHub Copilot harness for Copilot Studio — a really cool new capability that enables an agentic reasoning loop. 00:33 — As part of this release, it said that on September 1, it's going to start charging for consumption on the GitHub Copilot harness specifically. This is an interesting

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00:01:58

Google Cloud and Mahindra Bring Gemini Enterprise AI...

Cloud Wars Live with Bob Evans ·

2026/08/28

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. Highlights 00:03 — Google Cloud is partnering with the Indian automobile manufacturer Mahindra to get Gemini Enterprise installed directly into its vehicles. That's another interesting example that we're seeing here of AI leaping out of the digital space and becoming something much more physical. 00:23 — In this new development, the automotive

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00:03:21

Microsoft, GitHub, and Anthropic Reshape AI Developer...

Cloud Wars Live with Bob Evans ·

2026/08/27

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 valuable.Highlights 00:15 — One of the things that I want to talk about today is the meter moving upstream. A lot of this has to do with the fact that what we're starting to see is that the cost that is associated with the actual build process is starting to get really high. And the reason behind that is the concept of an agentic reasoning loop and

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00:04:58

Salesforce Q2 Growth Slips But New AI Products Plus...

Cloud Wars Live with Bob Evans ·

2026/08/27

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 00:03 — Salesforce yesterday released its Q2 results, and I'd say that while there's some very good things in there, it's a little bit of a mixed bag relative to what some other companies in its category are doing. But let's take a look at this because I think the big, the big news here, aside from the numbers, is Salesforce announced a huge

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