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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.

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All Episodes

00:05:08

Workday Strong Q2 Spurred by AI: 10 Factors

Cloud Wars Live with Bob Evans ·

2025/08/26

In today's Cloud Wars Minute, I break down Workday’s strong Q2 results, highlighting how AI solutions, mid-market growth, government expansion, partner-driven value, and global initiatives are fueling momentum. Highlights00:14 — Workday recently posted a very nice fiscal Q2, ended July 31. I pulled out growth factors from the earnings call. Just a quick recap here: for Q2, its subscription revenue was up 14% to $2.17 billion, while their current RPO was up 16.4% to almost $8 billion. So, strong

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00:02:15

SAP Bets Big on AI Hiring with SmartRecruiters...

Cloud Wars Live with Bob Evans ·

2025/08/25

In today’s Cloud Wars Minute, I break down SAP’s strategic acquisition of SmartRecruiters and what it means for the future of AI-powered talent acquisition within the SuccessFactors HCM suite.Highlights00:03 — SAP has announced that it has agreed to acquire the talent acquisition software provider SmartRecruiters. SAP plans to integrate the company’s comprehensive suite of AI-powered talent acquisition tools into its existing SuccessFactors Human Capital Management or HCM Suite.00:43 — Muhammad

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00:02:28

AI and Cloud Drive Oracle's Next-Gen Electronic...

Cloud Wars Live with Bob Evans ·

2025/08/22

In today’s Cloud Wars Minute, I explain how Oracle is transforming healthcare with its AI-driven, cloud-native EHR, setting a bold path toward intelligent care.Highlights00:02 — Oracle has introduced an updated version of Oracle Health EHR, or Electronic Health Record, for ambulatory providers in the U.S., built on Oracle Cloud Infrastructure. The new system features native AI agents that operate together as an orchestrated system for maximum process efficiency.00:29 — The new Oracle Health EHR, was

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00:05:04

AWS, Microsoft, Google, Oracle Daily CapEx Spending...

Cloud Wars Live with Bob Evans ·

2025/08/21

In today's Cloud Wars Minute, I look at how the four hyperscalers are now spending a billion dollars every day on CapEx to keep up with explosive AI demand.Highlights00:19 — The four hyperscalers — AWS, Microsoft, Google, and Oracle — are now spending, as of Q2, a combined billion dollars a day on CapEx to try to keep up with explosive AI demand. Here's where these numbers come from. And I will say here, I'm calling it Q2, but Oracle's quarter ended May 31.01:00 — But these are very close for the

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00:01:59

AWS Grants $1B in Credits to U.S. Government to...

Cloud Wars Live with Bob Evans ·

2025/08/20

In today's Cloud Wars Minute, I break down a major move by the U.S. government and AWS.Highlights00:02 —The U.S. government is being given access to $1 billion in AWS credits for use until the close of 2028 to help bolster federal cloud adoption and IT modernization efforts.00:38 — We're seeing companies in the Cloud Wars Top 10 and beyond offering the U.S. federal government massive discounts to secure contracts under the administration's AI Action Plan. Companies like DocuSign, Adobe, and Oracle

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00:23:10

Oracle’s Wei Hu Talks Raft Replication, Vector...

Cloud Wars Live with Bob Evans ·

2025/08/19

Wei Hu is the Senior Vice President, High Availability Technologies, at Oracle. In today's Cloud Wars Live, Hu sits down with Bob Evans for a wide-ranging discussion on Oracle’s globally distributed database, AI-native workloads, and how Oracle is helping businesses meet data sovereignty requirements while delivering high performance, elasticity, and always-on availability across regions.Where AI Meets Your DataThe Big Themes:Globally Distributed Exadata Database on Exascale: Oracle’s Globally

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00:04:50

Oracle + Google Cloud: 'Multi-AI' Partnership,...

Cloud Wars Live with Bob Evans ·

2025/08/19

In today's Cloud Wars Minute, I explored why the groundbreaking Oracle–Google Cloud partnership around Gemini AI marks a bold new era for multi-cloud collaboration.Highlights00:14 — It's a brilliant move by Oracle and Google Cloud to form a partnership where Gemini AI is now available on the Oracle Cloud. Gemini on OCI is pretty wild. Both Oracle and Google compete viciously against each other. At the same time, they're both customer-centric enough to say: " ... in this other area, we're going to

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00:06:11

Dear Andy Jassy: Your Microsoft Numbers Are Full of...

Cloud Wars Live with Bob Evans ·

2025/08/18

In today's Cloud Wars Minute, I take a closer look at AWS’s market positioning and the narrative shared during its recent earnings call.Highlights00:36 — I was puzzled by some of the math and the numbers that Amazon CEO Andy Jassy, speaking on behalf of AWS on the Amazon earnings call, used in trying to describe the competitive position that AWS finds itself in.01:28 — We've got AWS, now on a $123 billion annualized run rate, and which grew 17.5% in Q2, which is extremely good for a company that

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00:02:03

Say Goodbye to AI Hallucinations: AWS Unveils New...

Cloud Wars Live with Bob Evans ·

2025/08/15

In today's Cloud Wars Minute, I explore AWS's bold new approach to eliminating AI hallucinations using automated reasoning and formal logic.Highlights00:04 — AWS has announced that automated reasoning checks, a new Amazon Bedrock guardrails policy, are now generally available. In a blog post, AWS's Chief Evangelist (EMEA), Danilo Poccia said that: "Automated reasoning checks help you validate the accuracy of content generated by foundation models against domain knowledge. This can help prevent

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00:04:50

Nadella Explains: What Made Azure Soar in Microsoft...

Cloud Wars Live with Bob Evans ·

2025/08/14

In today's Cloud Wars Minute, I unpack the strategy behind Microsoft’s $368B in contracted cloud business and Q4 surge.Highlights00:39— CEO Satya Nadella explained what was behind this huge growth in Microsoft's Azure revenue in Q4, which ended June 30. Overall cloud revenue for the quarter was up 27% to $46.7 billion. This is the first time it's ever released any revenue figures for Azure.01:14 — Azure was up — I think it was 34% — to more than $75 billion. So, I divided four into 75, got almost

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00:02:14

Snowflake Ventures & Capital One Back Hightouch to...

Cloud Wars Live with Bob Evans ·

2025/08/13

In today’s Cloud Wars Minute, I cover Snowflake’s investment in Hightouch to advance agentic AI for personalized marketing.Highlights00:03 — Snowflake Ventures, the investment arm of Snowflake, alongside Capital One Ventures, has announced an investment in Hightouch, a data and AI platform focused on personalized, targeted marketing. In 2024, Hightouch launched an agentic AI solution for lifecycle marketing called AI Decisioning.00:35 — Adam Kaufman, Vice President, Global Head of Industry Go To

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00:05:47

Larry Ellison's $100B Deal With OpenAI: Biggest Tech...

Cloud Wars Live with Bob Evans ·

2025/08/12

In today's Cloud Wars Minute, I take a closer look at what may be the biggest B2B deal in tech history, Larry Ellison’s $100B+ agreement with OpenAI. Highlights00:15 — We've seen some extraordinary things happen with OpenAI and the alliances it has had. For the first several years of its existence, it was tightly paired with Microsoft. That has changed dramatically now, and OpenAI is now tightly entwined with Oracle.02:01 — What Oracle said in a document it filed was that it has a cloud services

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00:16:16

Oracle’s Kris Rice Talks AI, MCP Integration, and the...

Cloud Wars Live with Bob Evans ·

2025/08/11

In today's special edition of Cloud Wars Live, Bob Evans talks with Kris Rice, Senior Vice President, Software Development, Oracle Database, about the rapid rise of AI, the strategic impact of the new MCP Server, Oracle’s unique approach to integrating LLMs with private data, and what to expect at this year’s CloudWorld. Rice shares how Oracle is meeting developers where they are, enabling seamless AI-powered interactions with enterprise data.Inside Oracle’s MCP StrategyThe Big Themes:Oracle’s

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00:05:12

Satya Nadella to Competitors: “MSFT Is #1; You Can...

Cloud Wars Live with Bob Evans ·

2025/08/11

In today’s Cloud Wars Minute, I discuss Satya Nadella’s bold Q4 claim that Microsoft is the #1 cloud provider, leaving rivals to fight for second place.Highlights00:12 — Microsoft laid out a very clear, unmistakable story in Q4 that it is the biggest and right now certainly the most powerful, most influential cloud provider. CEO Satya Nadella used the opportunity of these unprecedented financial results to spread the word that, “We’re number one, and all of the other hyperscalers — Google, Oracle,

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00:03:05

IBM Data Breach Report Exposes AI Governance Gaps

Cloud Wars Live with Bob Evans ·

2025/08/08

In today’s Cloud Wars Minute, I highlight how the rapid rise of AI — without the right security in place — could be the biggest unseen threat to your business.Highlights00:03 — IBM's new "Cost of a Data Breach" report has revealed that while AI adoption is on the rise, AI security and governance are lagging significantly. Suja Viswesan, Vice President, Security and Runtime Products at IBM, explains that the data shows a gap between AI adoption and oversight already exists, and threat actors are

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00:06:11

AI Hyperscaler Race: Sprinting — Microsoft, Google,...

Cloud Wars Live with Bob Evans ·

2025/08/07

In today's Cloud Wars Minute, I reveal why AWS’s growth, though strong in isolation, looks sluggish compared to its peers.Highlights00:29 — We're seeing a distinct split looking at the Q2 numbers. We've got three sprinters — Microsoft, Google, and Oracle — and we've got one stroller, which is AWS. Now, also, just a quick detail: the first three companies — Microsoft, Google, and AWS — all follow the quarterly calendar pattern.01:30 — Microsoft in Q1 grew 20% to $42.4 billion. In Q2, that growth shot

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00:01:32

Inside the Google Cloud–ServiceNow $1.2 Billion...

Cloud Wars Live with Bob Evans ·

2025/08/05

In today's Cloud Wars Minute, I break down reports of a potential $1.2 billion cloud deal between Google Cloud and ServiceNow, and what it means for the ever-intensifying battle among the cloud giants.Highlights00:04 — Google Cloud has just secured a massive cloud deal with ServiceNow worth an estimated $1.2 billion over five years. In its latest filing, ServiceNow states that it's entered into various non-cancellable agreements with cloud service providers, under which it is committed to spend an

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00:05:49

Microsoft Q4: The Greatest of All Time!!

Cloud Wars Live with Bob Evans ·

2025/08/04

business history.Highlights00:14 — Now, any question about this greatest growth market the world has ever known was blown away last week, when Microsoft reported its fiscal Q4 earnings. And I think Microsoft's Q4 results have to be regarded as the greatest quarterly results of any company in any industry of all time.00:40 — Now, I cannot say that I have done a rigorous analysis of every quarterly report from every company in every industry there's ever been. But I will be wide open to hearing from

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00:02:14

Microsoft Taps Former Google AI VP as Talent Wars...

Cloud Wars Live with Bob Evans ·

2025/08/01

Welcome to the Cloud Wars Minute — your daily cloud news and commentary show. Each episode provides insights and perspectives around the “reimagination machine” that is the cloud.In today’s Cloud Wars Minute, I explore the fierce competition among tech giants to attract the brightest minds in AI as the race for dominance ramps up a gear. Highlights00:03 — As the battle for AI dominance among the Cloud Wars Top 10 heats up, the race for talent has escalated. The latest executive to switch sides is

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00:05:07

IBM: $7.5 Billion GenAI Business Drives Innovation in...

Cloud Wars Live with Bob Evans ·

2025/07/31

In today's Cloud Wars Minute, I share how IBM has built a $7.5 billion GenAI business in just 18 months, transforming everything from mainframes to consulting under the bold leadership of CEO Arvind Krishna.Highlights00:13 — IBM last week reported its Q2 numbers. Very impressive. I thought one of the most interesting points was that in just 18 months, IBM has built up a GenAI business with a revenue run rate of $7.5 billion. And that GenAI impact is cutting across IBM's entire, huge product

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