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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

00:20:01

AI Is Reshaping Consulting | Tinder on Customers

Cloud Wars Live with Bob Evans ·

2025/07/30

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 joins Bob Evans to talk about the shifting landscape of enterprise consulting, the rise of AI-driven delivery models, and what these changes mean for both firms and customers navigating digital

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00:01:54

Tech Giants Siemens and SAP Urge Pro-Innovation AI...

Cloud Wars Live with Bob Evans ·

2025/07/30

In today's Cloud Wars Minute, I spotlight a powerful joint message from two of Europe’s top tech CEOs, Siemens CEO Roland Busch and SAP CEO Christian Klein, who are urging the European Union to reconsider its AI legislation.Highlights00:03 — The CEOs of Siemens and SAP have urged the EU to reconsider its AI legislation, expressing concerns that the current law hinders innovation. SAP CEO Christian Klein and Siemens CEO Roland Busch are advocating for a new regulatory framework that supports AI

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00:20:53

How Oracle Is Powering Government Transformation with...

Cloud Wars Live with Bob Evans ·

2025/07/29

Kim Lynch is the Executive Vice President of Government, Defense, and Intelligence, Oracle. She and Bob Evans sit down to discuss how public sector organizations are accelerating digital transformation with AI, cloud, and secure infrastructure. They explore critical challenges like regulatory compliance, procurement complexity, and legacy system modernization, as well as the growing need for scalable, mission-ready solutions. Kim also introduces Oracle’s Defense Ecosystem initiative.Oracle's

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00:05:14

ServiceNow Rocks Q2; McDermott: 'AI Unlike Anything...

Cloud Wars Live with Bob Evans ·

2025/07/29

In today's Cloud Wars Minute, I spotlight the 30% surge in $20M+ customers as proof of ServiceNow’s enterprise momentum.Highlights00:48 — Let me briefly touch on some of the key numbers from ServiceNow in Q2. So, the top line there: Subscription revenue was up 22.5% to $3.11 billion. Big jump in total RPO, or Remaining Performance Obligation, up 29% to almost $24 billion. I want to point out, too, the subscription revenue growth in Q2 — 22.5% — that’s a big jump from the Q1 growth rate of

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00:05:36

Google Cloud Q2 Boom Shows Big Momentum Among...

Cloud Wars Live with Bob Evans ·

2025/07/28

In today's Cloud Wars Minute, I break down Google Cloud’s explosive Q2 performance — including a 32% revenue jump, a $106 billion backlog, and a surge in billion-dollar deals.Highlights00:14 — We saw a great re-acceleration by Google Cloud. In Q2, it recorded great numbers across the board. I think what this shows is that large enterprises are buying fully into the Google Cloud value proposition. It's made huge strides there. These are AI-hungry customers who realize they've got potentially a great

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00:05:09

Google Cloud: While Oracle Stuck in Past, We Are...

Cloud Wars Live with Bob Evans ·

2025/07/25

Visit Cloud Wars for more.

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00:05:09

SAP Still #1 in Apps Growth, but Big Backlog Slowdown

Cloud Wars Live with Bob Evans ·

2025/07/24

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 take a closer look at SAP’s Q2 cloud performance—24% revenue growth and a 22% rise in current cloud backlog—slower than past quarters, but still dramatically outpacing rivals like Highlights00:13 — One of the leaders in the Cloud Wars Top 10, SAP, has been the fastest-growing enterprise apps

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00:01:42

Thailand Turns to Microsoft Azure AI for Legal System...

Cloud Wars Live with Bob Evans ·

2025/07/23

In today's Cloud Wars Minute, I explore how Microsoft is helping Thailand modernize its legal system using AI and cloud technologies to support its bid for OECD membership.Highlights00:03 — Microsoft is helping to transform Thailand's legal system using AI and cloud technologies. The company is working closely with the Office of the Council of State. This effort is a critical part of the country's ambition to join the Organization for Economic Co-operation and Development, or OECD.00:30 — At the

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00:04:29

SAP Q2 Preview: Cloud Revenue Will Grow 27%, Cloud...

Cloud Wars Live with Bob Evans ·

2025/07/22

Highlights00:14 — Later today, we will hear from SAP about its Q2 financial results. So the cloud revenue for the past six quarters: 24%, 25%, 27%, 20%, 27%, 27%. I’m projecting 27% for Q2. It's even been stronger in its cloud backlog numbers: 27%, 28%, 29%, up to 32% in the giant Q4 numbers, 28% in Q1. I’m projecting the backlog will go up 29% for Q2.01:34 — Three months ago, after SAP released its Q1 numbers, CEO Christian Klein did an interview with Bloomberg TV, and he said something that I

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00:03:20

Oracle: No One Can Match Us in Cloud Infrastructure

Cloud Wars Live with Bob Evans ·

2025/07/21

Oracle, Microsoft, AWS, and Google Cloud. Oracle is the newest member of that elite club and recently claimed that none of the others can match them in the cloud. This is a timely topic, as business leaders accelerate their move into the cloud to harness AI and innovation.01:00 — Recently Oracle Cloud Infrastructure's President Clay Magouyrk stated that Oracle is the only hyperscaler able to deliver more than 200 cloud and AI services across every deployment model. Google Cloud said it's no longer

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00:01:40

Oracle’s $30B Cloud Deal Marks Historic Growth Shift

Cloud Wars Live with Bob Evans ·

2025/07/18

Highlights00:03 — Oracle shares jumped 4% following news that the company is poised to sign a massive cloud deal expected to generate $30 billion annually, starting in fiscal year 2028. It's a potential game-changer for the company's revenue and growth. The announcement of the deal has already been filed with the Securities and Exchange Commission.00:31 — Oracle's cloud business has received a substantial boost of late. Last year, my colleague Bob Evans highlighted a significant milestone that was

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00:05:07

Google Cloud: U.K. Customers Showcase Power of AI and...

Cloud Wars Live with Bob Evans ·

2025/07/17

closely with the U.K. government, which feels it's got a lot of "ball-and-chain technology" hampering the ability of its employees but also governments themselves to move into the future and deliver greater service to their constituents. It is looking to cut expenses via modern technology by up to $50 billion, and it's enlisted Google Cloud's help to do that.01:25 — At the Imperial War Museum, it's undertaken a project to use AI and cloud technologies to preserve 20,000 hours of oral conversations

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00:01:54

AWS Launches Project Rainier: Massive AI...

Cloud Wars Live with Bob Evans ·

2025/07/16

In today's Cloud Wars Minute, I explore Amazon’s massive new AI infrastructure project, Project Rainier, built for Anthropic and the largest-ever deployment of Trainium2 chips by Annapurna Labs.Highlights00:03 — AWS is building a colossal supercomputing cluster for Anthropic, a company that has received a total of $8 billion in backing from Amazon. Project Rainier is spread across multiple U.S. sites and uses hundreds of thousands of Annapurna Labs Trainium2 accelerators, and is set to launch later

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00:05:19

Microsoft Layoffs Part of New Normal in AI Revolution

Cloud Wars Live with Bob Evans ·

2025/07/15

In today's Cloud Wars Minute, I analyze the recent Microsoft layoffs.Highlights00:14 — It's an ugly part of the free-market capitalism world, but what is inevitable in some ways — is layoffs. In the first six months of this year, Microsoft has laid off 15,000 people. I think we need to look at this as part of the new normal. It's an unfortunate consequence of the AI revolution and the incredible benefits and growth that it’s going to drive.01:08 — I think we've seen a lot of people say, “Oh, here it

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00:04:17

Oracle + AWS: Romance in the Cloud!! Customers Swoon!!

Cloud Wars Live with Bob Evans ·

2025/07/14

In today's Cloud Wars Minute, I take a look at what the Oracle-AWS collaboration means for the future of multi-cloud innovation and customer value.Highlights00:22 — I think we can say now there’s romance in the cloud. Oracle and AWS are doing things in a collaborative way that they've never done before. The customers are swooning over this cloud romance. This is all built around the Oracle Database@AWS, part of a multi-cloud deal.01:09 — This inclusion now, in addition to the heavy competition, also

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00:03:59

ServiceNow Partner, Nicus: Financial Intelligence...

Cloud Wars Live with Bob Evans ·

2025/07/11

In today's Cloud Wars Minute, I explore how ServiceNow and Nicus Software are teaming up to deliver a financial intelligence layer that helps enterprises optimize their cloud, AI, and IT spending by unifying data across finance, IT, and business units.Highlights00:08 — ServiceNow is working with a partner, Nicus, to deliver a financial intelligence layer for enterprise tech. Interesting angle here: It's trying not just to consolidate the numbers, but to go beyond that. It involves multiple parts of

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00:05:10

'Legacy' Rocks! Microsoft + Oracle + SAP +IBM = $5...

Cloud Wars Live with Bob Evans ·

2025/07/10

In today's Cloud Wars Minute, I look at the ongoing relevance and success of so-called "legacy" organizations in the Cloud Wars Top 10.Highlights00:16 — Now interesting to see across the 10 companies in the Cloud Wars Top 10, we've got four that would fall under the sort of goofy legacy title. They've been around about half a century or more. And then we've got six companies that we referred to as cloud native. Interesting to see that right now the Cloud and AI revolution is fully underway.00:49 —

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00:02:25

SAP Uses Its Own Sustainability Tools to Boost Green...

Cloud Wars Live with Bob Evans ·

2025/07/09

In today's Cloud Wars Minute, I take a look at how SAP is advancing its sustainability agenda by becoming its own test subject.Highlights00:03 — SAP has announced that it's utilizing its own sustainability software to further the company's sustainability goals by acting as the ultimate test subject. Its pushing the boundaries of its sustainability offerings while also addressing common customer challenges such as mass data management, compliance, and analysis.01:05 — Solutions include tools like SAP

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00:29:51

AI Agents, Data Quality and the Next Era of Software...

Cloud Wars Live with Bob Evans ·

2025/07/03

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, Bonnie shares insights from a recent Salesforce event, exploring how AI agents, data clouds, and robotics are reshaping customer experience, software implementation, and enterprise transformation.Episode 52 | AI Agents

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00:08:41

Ajay Patel Talks AI Strategy and Enterprise Adoption...

Cloud Wars Live with Bob Evans ·

2025/07/02

Ajay Patel is the General Manager of Apptio and IBM IT automation. He and Kieron Allen sat down to talk about how enterprises are transitioning from AI experimentation to real business impact. They explored key challenges like cost transparency, governance, and data readiness, as well as the rise of agentic AI to automate workflows at scale. Ajay also introduced Apptio’s new AI TCO and Usage tool, designed to help CIOs and CFOs measure and optimize AI investments.Smart Spending on AI The Big

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