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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

00:02:53

Salesforce Takes On Agent Sprawl With MuleSoft Agent...

Cloud Wars Live with Bob Evans ·

2026/02/06

In today's Cloud Wars Minute, I explain why agent sprawl may become one of the biggest hidden risks of the AI Era.Highlights00:03 — The massive increase in the adoption of agentic AI technology will have significant consequences for businesses. There’ll be increased productivity, the ability to reskill employees who have more time to focus on other areas of the business, and opportunities to explore new business ideas and avenues.00:32 — And something else — a surge in the number of AI agents,

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00:05:50

Google Cloud Q4: 48% Growth and Tops Microsoft in Key...

Cloud Wars Live with Bob Evans ·

2026/02/05

Highlights00:02 — A month ago, I moved Google Cloud up to the #1 spot on the Cloud Wars Top 10, moved Microsoft down to #3. That was predicated in large part on the tremendous job Google Cloud has done in building sort of the twin pillars: AI and cloud, the way its customers are building for the future, not just perfecting what they've done in the past.00:27 — And also the company's impressive growth rates, showing that more and more, in spite of the size differential between Microsoft and Google

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00:19:25

AI Agent & Copilot Podcast: Donna Sarkar of Microsoft...

Cloud Wars Live with Bob Evans ·

2026/02/04

In this episode of the AI Agent & Copilot Podcast, John Siefert, CEO of Dynamic Communities and Cloud Wars, sits down with Dona Sarkar, Chief Troublemaker, Enterprise AI Advocacy at Microsoft, to explore what it really takes to move AI agents and copilots from experimentation into production. Their conversation previews Sarkar’s keynote at the 2026 AI Agent & Copilot Summit NA and dives into practical adoption, human-centered AI, and lessons learned from real-world enterprise deployments.Key

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00:02:27

Microsoft Brings Copilot Studio Agents Directly Into...

Cloud Wars Live with Bob Evans ·

2026/02/04

In today’s Cloud Wars Minute, I look at how Microsoft is helping developers build and scale AI agents safely inside Visual Studio Code.Highlights00:10 — The Microsoft Copilot Studio extension for Visual Studio Code is now generally available, providing developers with the ability to build and manage Copilot Studio agents directly within the IDE. This extension is designed for developers and integrates seamlessly into their workflows.00:28 — It includes standard Git integration, request-based pull

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00:05:33

Palantir Q4 Stunner: Revenue Surges 73%, Q1 Guidance...

Cloud Wars Live with Bob Evans ·

2026/02/03

In today’s Cloud Wars Minute, I break down Palantir’s breathtaking Q4 results and why its customer-first AI approach is a wake-up call for the entire enterprise software industry.Highlights00:06 — Several companies in the Cloud Wars Top 10 have been rolling out their numbers for Q4 and for year 2025, the numbers from Palantir, expected to be pretty good. They're absolutely stunning. Total revenue growth for Q4 was up 73% and their guidance for Q1 indicates more of the same. They are guiding to 73%

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00:17:49

AI Agent & Copilot Podcast: Marie Wiese on Real-World...

Cloud Wars Live with Bob Evans ·

2026/02/02

Key TakeawaysAI's progress: Wiese expresses excitement to return to the event after a year to hear real case studies on how people have embraced AI, especially appreciating the human and change‑management side of this transformational journey. Specifically, she's eager to learn where organizations have tested, scaled, or faced pushback over the past 12 months, noting that adopting AI is an ongoing, iterative process.Curating the agenda: "I think my number one view of all of the submissions was

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00:05:35

Propelled by Strong Q4, SAP CEO Klein Lays Out...

Cloud Wars Live with Bob Evans ·

2026/02/02

In today's Cloud Wars Minute, I discuss Christian Klein's plan for SAP's continued success.Highlights00:00 — Hello, my friends. Welcome back to Cloud Wars Minute, where 2026 is off to a racing start here into the AI economy. And I wanted to talk today a little bit about the results for Q4 and full-year 2025 from SAP, which is now number four on the Cloud Wars Top 10, moved up from the number five spot earlier this month.00:37 —So let’s focus on the strength that’s going on here, and why customers

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00:03:08

AI’s Infrastructure Boom: Opportunity,...

Cloud Wars Live with Bob Evans ·

2026/01/30

Visit Cloud Wars for more.

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00:05:41

Microsoft Q2 RPO Jumps 110% to $625B; Minus OpenAI, +28%

Cloud Wars Live with Bob Evans ·

2026/01/29

In today’s Cloud Wars Minute, I dig into Microsoft’s fiscal Q2 results, unpacking the headline RPO surge, the OpenAI effect, and what the numbers really say about future demand.Highlights00:10 — Want to talk about Microsoft's fiscal Q2, numbers that came out yesterday. That's for the three months ended, December 31 and there was some remarkable numbers in there, but we're going to dig into those a little. They're still remarkable, but they need to be understood in a deeper context, and I want to

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00:12:22

AI Agent & Copilot Podcast: Shawn Dorward on Leading...

Cloud Wars Live with Bob Evans ·

2026/01/28

In this episode of the AI Agent & Copilot Podcast, John Siefert is joined by Shawn Dorward, Vice President at sa.global and a second-year leader on the Programming Committee Board. Together, they explore how the AI landscape has evolved from curiosity to execution, what made the 2026 AI Agent & Copilot Summit NA speaker selection process so competitive, and how leadership, creativity, and intentional AI adoption are shaping the future of enterprise innovation.Key Takeaways• Creativity without

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00:03:02

AWS Enters Europe’s Sovereign Cloud Race as Demand...

Cloud Wars Live with Bob Evans ·

2026/01/28

In today's Cloud Wars Minute, I compare how AWS, Microsoft, Google Cloud, and Oracle are competing in the sovereign cloud race.Highlights00:03 — AWS has announced the general availability of the AWS European Sovereign Cloud. This new, independent cloud service is located solely within the EU’s borders, ensuring that it’s separate from other AWS regions. Ultimately, the European Sovereign Cloud enables companies to comply with the EU’s sovereignty requirements without sacrificing any of the power of

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00:05:01

Oracle, Microsoft, SAP: Why Old-Timers Thrive in...

Cloud Wars Live with Bob Evans ·

2026/01/27

In today's Cloud Wars Minute, I debunk the myth that legacy vendors like Oracle, Microsoft, and SAP can’t thrive in the cloud and AI era.Highlights00:10 — I want to talk about why Oracle, Microsoft, and SAP are thriving and being leaders in the industry in both cloud and AI. Why is this happening? Especially because, if you look back, we kept hearing this conventional wisdom that the legacy vendors were going to be just blown away, wiped out by these new cloud-native companies and startups,

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00:21:57

AI Agent & Copilot Podcast: Microsoft's Dewain...

Cloud Wars Live with Bob Evans ·

2026/01/26

Key TakeawaysWhat to expect in 2026: The industry has moved from its previous point in the "hype cycle" into a more realistic phase, where limitations of AI and agents are clearer, and new methodologies are needed to extract real business value. Robinson adds that this year’s AI Agent & Copilot Summit serves as an important refresh to share what’s been learned, preview what’s coming, and features an exceptionally strong lineup of Microsoft AI leaders.Session selection process: Robinson, who serves

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00:04:41

SAP Soars to #4 on Cloud Wars Top 10 via...

Cloud Wars Live with Bob Evans ·

2026/01/26

In today's Cloud Wars Minute, I spotlight why SAP’s AI and data strategy is changing the enterprise game.Highlights00:02 — We’ve got more changes to dig into here on the Cloud Wars Top 10, as we saw SAP soar up to number four. SAP had held the number five spot for a couple of years now, and moved up to number four. All those companies in the enterprise application space now have morphed into applications, agents, AI, and data companies, not just simple application companies anymore.00:42 — So, in

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00:02:19

Salesforce Workspace Leads Spring ’26 Features:...

Cloud Wars Live with Bob Evans ·

2026/01/23

In today's Cloud Wars Minute, I dive into the key innovations behind Salesforce’s push toward the agentic AI enterprise.Highlights00:12 —Salesforce has introduced its Spring ’26 release, which will become available to customers on February 23. Salesforce Workspace, Salesforce's solution for unifying sellers and agents, is described as an intelligent hub. The solution acts as a single place for sellers to review agent performance, activity, and other analytics.00:50 — It carries out a wide range of

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00:06:26

Microsoft's Tumble: Deep Cybersecurity Flaws Outweigh...

Cloud Wars Live with Bob Evans ·

2026/01/22

forced Microsoft out of the #1 spot in the Cloud Wars Top 10.Highlights00:03 — Going to go a little more deeply into the shuffles in the Cloud Wars Top 10, some big shake-ups here. Companies moving up and down. Microsoft, former number one, drops down to number three. Google Cloud, up to number one, Oracle to number two.00:25 — I want to talk today about my main reasons for moving Microsoft down from number one to number three. The Microsoft tumble here is really centered on its deep cybersecurity

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00:08:54

CLOUDVICE Pushes AI Beyond Insight Into Action |...

Cloud Wars Live with Bob Evans ·

2026/01/21

Bob Evans speaks with Jaison Correya, CEO of CLOUDVICE, in a special Cloud Wars Live episode focused on the real-world evolution of AI. Fresh off CLOUDVICE’s win of the 2025 Oracle North America Technology and Cloud AI Innovation Partner Award, Correya explains the purpose-driven innovation behind the company’s CORX platform. The discussion explores how AI, cloud, blockchain, and robotics converge to move intelligence beyond insights into action.From Data to ActionThe Big Themes:AI Must Drive

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00:17:52

AI Agent & Copilot Podcast: Real Enterprise AI...

Cloud Wars Live with Bob Evans ·

2026/01/21

In this episode of the AI Agent & Copilot Podcast, John Siefert, CEO of Dynamic Communities, is joined by Crystal Ahrens, Vice President of Solution Delivery and System Architecture at The Heico Companies LLC. Together, they explore how enterprises are moving beyond AI experimentation into real production outcomes, drawing on lessons from implementing agents and Copilot at scale. The conversation also previews what attendees can expect at the 2026 AI Agent & Copilot Summit NA, including real-world

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00:03:21

Microsoft & Anthropic Launch Claude for Healthcare...

Cloud Wars Live with Bob Evans ·

2026/01/21

In today's Cloud Wars Minute, I explore how AI and healthcare are intersecting at an unprecedented pace.Highlights00:14 — Discoveries in healthcare are coming at an unprecedented pace. Capabilities have never been greater, and new methods of consulting with and treating patients are consistently emerging. However, all of this progress brings with it a significant administrative burden, because the more variables you introduce, the more complexity arises.00:34 — The key to unraveling this complexity

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00:05:40

Oracle Jumps to #2; CEO Mike Sicilia: 'Custodians of...

Cloud Wars Live with Bob Evans ·

2026/01/20

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 highlight Oracle's rise to #2 in the Cloud Wars Top 10 rankings, driven by AI-led innovation and rapid cloud growth.Highlights00:06 — Oracle has surged from #3 to #2 in the Cloud Wars Top 10, driven by its focus on data as the foundation for AI innovation. Co-CEOs Mike Sicilia and Clay

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762 results

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