Cloud Wars Live with Bob Evans

00:05:37

Winning the Future: Google Cloud Beats AWS, Ties...

Cloud Wars Live with Bob Evans ·

2026/08/10

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 all of them had terrific quarters, I'd have to rate it this way: Google Cloud was far and away the best. AWS had a terrific quarter, especially for the way it had been performing before that. Microsoft, at its phenomenal size, had a very good quarter. It's just not growing as quickly, not winning as much new types of business in that way, as

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00:02:06

Microsoft Hits 40 Million AI Agents: What It Means...

Cloud Wars Live with Bob Evans ·

2026/08/07

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 hearing, according to Microsoft, that it has 40 million agents deployed now in the Microsoft ecosystem. Now compare that to the 30 million seats that it actually has sold for the M365 Copilot, and that really starts to show us that AI agent creation and things of this nature are starting to take off when we're starting to see more than

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00:02:50

Microsoft and Tech Leaders Push Back on Restrictions...

Cloud Wars Live with Bob Evans ·

2026/08/07

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 ecosystem. Highlights 00:09 — Microsoft is among more than 20 tech companies, including NVIDIA, Meta, and Palantir, that have issued an open letter urging U.S. lawmakers to slow down in placing restrictions on open-weight AI models. These are models that users can modify and run on their own infrastructure. 00:38 — The backlash from the

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00:05:24

Palantir Calls Out AI Labs as Q2 Soars 93%

Cloud Wars Live with Bob Evans ·

2026/08/06

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.Highlights 00:03 — Well, we had a fascinating earnings report and earnings call with Palantir recently. A couple of things happened. Its growth rate soared. It almost doubled its growth in Q2, up 93% to over $1.8 billion. 00:19 — But intriguingly, the story behind this growth now is one that CEO Alex Karp is doubling down on, and that is to cut

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00:02:07

OpenAI's GPT-5.6 Becomes the Preferred Model in...

Cloud Wars Live with Bob Evans ·

2026/08/05

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 increasingly important competitive advantage.Highlights 00:09 — It's fair to say that OpenAI has had a changeable relationship with Microsoft over the past few years. However, ties between the two companies have always remained strong. To that end, OpenAI has announced that GPT-5.6 has become the preferred model in Microsoft 365 Copilot,

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00:05:56

AWS Awesome Q2 Pushes Microsoft into Slow Lane

Cloud Wars Live with Bob Evans ·

2026/08/04

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 hyperscaler reported its numbers late last week. That was Amazon's AWS unit. Fantastic quarter for AWS. Best in four or five years. It had what I called an awesome Q2, and in doing so, we've seen a complete reshuffling of the growth standings among the hyperscalers. 01:18 — Microsoft, for the same period, its fiscal Q4 grew 27% to $59.3

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00:05:14

SAP Q2 Backlog +26% as Ecosystem Becomes Revenue Driver

Cloud Wars Live with Bob Evans ·

2026/08/03

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 software rivals. Highlights 00:00 — SAP released its Q2 numbers last week, and a couple of interesting things happened there. First of all, strong Q2 cloud revenue growth, 24%. But even higher than that was its backlog growth, which went up 26%. CEO Christian Klein tied that specifically to the company's transformation, started about two years

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00:02:10

OpenAI's Consumer Hardware Ambitions Reveal the Next...

Cloud Wars Live with Bob Evans ·

2026/07/31

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 intelligence.Highlights 00:03 — OpenAI is adding yet another string to its bow as it becomes increasingly recognized as more than just its flagship ChatGPT product. Now, the company is reportedly developing its first consumer hardware device: a human-like AI companion that lives in the home. 00:21 — The report suggests that OpenAI is creating a

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00:05:16

Microsoft Cloud Q4: Growth Slips from Q3, RPO Surges 84%

Cloud Wars Live with Bob Evans ·

2026/07/30

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 was almost $60 billion for the quarter, up 27%. The RPO, as I said, was up 84%. It’s now the biggest RPO total, slightly ahead of Oracle. Microsoft Cloud: $678 billion for that. It said that Azure revenue was up 43% and that its revenue for the fiscal year ended June 30 exceeded $100 billion for Azure. 01:46 — So if we look at the last five

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00:02:52

Microsoft's AI Sovereignty Model Could Shape the...

Cloud Wars Live with Bob Evans ·

2026/07/29

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 — I want to start today with a quote from Natasha Crampton, Microsoft's Chief Responsible AI Officer. "AI sovereignty doesn't mean doing it alone." This quote stands out from an interview she recently gave on the sidelines of the UN AI for Good Summit in Geneva. 00:48 — Ultimately, Crampton, echoing Microsoft's stance, stated that nations

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00:05:24

Dear Andy Jassy: Don't Try to Spin Google Cloud...

Cloud Wars Live with Bob Evans ·

2026/07/28

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.Highlights 00:03 —We have earnings results coming up later this week from both Microsoft and AWS. Microsoft on July 29, and AWS on July 30. So, that'll give us some nice comparisons to the stunning Q2 that Google Cloud reported last week. Google Cloud will be outgrowing AWS by somewhere between two and a half times at the high end, and at least two

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00:05:06

Google Cloud 390% Backlog Growth: Playing to Win...

Cloud Wars Live with Bob Evans ·

2026/07/27

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 — Last week, we talked about Google Cloud's extraordinary Q2, with revenue up 82% to almost $25 billion, backlog up almost 400% to $514 billion. I wanted to talk today a little bit about a challenge that Google Cloud and the other hyperscalers are facing, because this extraordinary growth requires very aggressive investments in CapEx to build

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00:02:26

Salesforce Launches MCP Servers to Turn Slack Into an...

Cloud Wars Live with Bob Evans ·

2026/07/24

In today's Cloud Wars Minute, I explain how Salesforce's latest MCP announcement advances Marc Benioff's vision for AI-first enterprise collaboration.Highlights 00:03 — Salesforce has announced the introduction of new MCP servers that connect Slack to Salesforce CRM, Tableau, Data 360, and third-party AI tools. Now, these new servers have enhanced Slackbot, which is Slack's personal AI agent, enabling it to serve as a conversational interface for tasks across the Salesforce ecosystem. 00:29 — The

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00:05:11

Google Cloud Q2: Revenue +82%, $24.8B, Backlog...

Cloud Wars Live with Bob Evans ·

2026/07/23

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 — Well, we thought we had seen some big numbers in the Cloud Wars over the last few quarters, but Google Cloud for Q2 absolutely blew the numbers away. Astonishing: revenue up 82% to almost $25 billion, and its backlog up 390% to $514 billion. 01:39 — From Q1 to Q2, Google Cloud's revenue jumped $4.8 billion. That's far larger, not only than what

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00:02:43

Microsoft AI in Education Report: Why Responsible AI...

Cloud Wars Live with Bob Evans ·

2026/07/22

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 sector that AI hasn't impacted, and with the proliferation of these technologies, it's important to examine individual sectors and analyze the effect of AI on them, both positive and negative. 00:23 — To understand where things are working and where they aren't. And that's what Microsoft has done with its 2026 "AI in Education" report. I want

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00:05:46

Google Cloud + Palantir Growth Rates Show What...

Cloud Wars Live with Bob Evans ·

2026/07/21

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 we are more than halfway through the year, we've got Q2 earnings season coming up, and a couple that I'm looking for in particular are Google Cloud and Palantir because their growth rates have been so much above the norm. I think what we see in those growth rates and in the numbers behind those is a reflection of what customers really want from

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00:04:49

Hottest Vendors: #1 Palantir, #2 Google Cloud, #3 Oracle

Cloud Wars Live with Bob Evans ·

2026/07/20

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 — We're on the verge of having a lot of calendar Q2 financial results released, so just in advance of that, I wanted to offer a snapshot of where things stand now regarding the world's hottest cloud and AI vendors. Right now, we've got Palantir in the number one spot, Google Cloud number two, Oracle number three. 00:42 — I've also got a chart

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00:22:10

AI Agent & Copilot Podcast: John Siefert and Cedric...

Cloud Wars Live with Bob Evans ·

2026/07/17

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 of Infrastructure and Operations at Gorilla Glue. Together, they explore how AI is reshaping IT leadership, software development, governance, and enterprise transformation. Wells shares why continuous learning, balancing strategic vision with execution, and maintaining strong security and data governance will define successful organizations in

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00:02:27

Salesforce Agentforce Help Agent Introduces...

Cloud Wars Live with Bob Evans ·

2026/07/17

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 — Salesforce is launching the Agentforce Help Agent, a pre-built AI customer service agent that customers can deploy in a matter of minutes. It's designed as an alternative to custom-built agents, connecting to existing Salesforce knowledge articles and support content, which means only minimal configuration is required. 00:23 — I'm going to walk

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00:04:59

Race for AI Future: Google, Oracle, Microsoft, AWS...

Cloud Wars Live with Bob Evans ·

2026/07/16

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 00:01 — We are seeing the beginnings here of an incredible round of innovation, not just in technology, but in deal-making, partnerships, alliances, and financing, all by the hyperscalers trying to meet this insatiable AI demand. We're seeing these companies undertake some very innovative, bold, distinctive new strategies to build the

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