Cloud Wars Live with Bob Evans

00:02:02

SAP and Giotto.ai Launch Pilot Projects for Smarter...

Cloud Wars Live with Bob Evans ·

2026/07/15

In today's Cloud Wars Minute, I look at how reasoning-focused AI will strengthen SAP Joule agents with enterprise-grade security and governance. Highlights 00:03 — SAP has partnered with Giotto.ai to explore the integration of Giotto.ai's AI reasoning capabilities into SAP Joule agents. Now, for some background, Giotto.ai is a Swiss AI company that has developed compact, reasoning-focused AI models designed for deployment in secure and controlled enterprise environments. 00:25 — Quick recap here:

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00:20:04

Chris Leone on Oracle's Fusion Agentic Applications...

Cloud Wars Live with Bob Evans ·

2026/07/14

As enterprise AI rapidly evolves from isolated assistants to autonomous systems capable of executing complex business processes, organizations are looking for practical ways to turn AI into measurable business outcomes. In this episode of Cloud Wars Live, Bob Evans speaks with Chris Leone, Executive Vice President of Oracle Applications and AI, Oracle about Oracle's latest innovations in Fusion Agentic Applications, the new Fusion Builder Experience, and AI Studio Skill. Leone explains how Oracle is

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00:05:26

Microsoft vs AWS: AI-Deployment Names Show Different...

Cloud Wars Live with Bob Evans ·

2026/07/14

In today's Cloud Wars Minute, I compare Microsoft's and AWS's dramatically different branding strategies for AI deployment services. Highlights 00:01 — We see here, in the unfolding AI Deployment Wars, some interesting naming conventions from Microsoft and AWS. And if you look at the comparison of these two, I wonder what they were hoping to achieve by this. I mean, I'm sure they wanted to have these names resonate clearly with people, but they picked wildly different names. 00:48 — AWS calls it

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00:18:01

Oracle Targets Faster Patching as AI Threats...

Cloud Wars Live with Bob Evans ·

2026/07/13

As artificial intelligence accelerates both innovation and cyber risk, organizations are facing unprecedented pressure to secure sensitive data while deploying AI at scale. In this episode of Cloud Wars Live, Bob Evans speaks with Vipin Samar, SVP, Software Engineering, Database Security, Oracle, about Oracle's expanded AI security strategy and how the company is helping customers defend against increasingly sophisticated AI-powered attacks. Samar explains Oracle's three-part security philosophy and

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00:05:39

Google Cloud All-in w/Ecosystem for Agentic...

Cloud Wars Live with Bob Evans ·

2026/07/13

In today's Cloud Wars Minute, I compare Google's ecosystem-first AI strategy with the hybrid deployment models of Microsoft and AWS.Highlights 00:03 — A crazy new trend here in 2026 has been AI deployment, or agent deployment, agentic transformation. The connection is this remarkable technology that all these AI companies have been pumping out with the desired business goals that business leaders are demanding. You see a couple of different approaches emerging here. 00:26 — The five big AI companies

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00:18:03

AI Agent & Copilot Podcast: Solgari's Ed Grant on...

Cloud Wars Live with Bob Evans ·

2026/07/10

Key Takeaways Solgari's leading innovations: Grant explains that Solgari provides a customer engagement platform built on Azure that extends Microsoft Teams and Dynamics 365 (as well as other CRMs) to capture customer conversations and centralize that data for better engagement. Customers are adopting it to quickly solve specific engagement challenges, gain fast ROI, and apply it to AI strategies to drive more intelligent business outcomes. AI's role in customer engagement: Companies that

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00:02:40

Salesforce-Databricks Alliance Strengthens Enterprise...

Cloud Wars Live with Bob Evans ·

2026/07/10

In today's Cloud Wars Minute, I explain why the next phase of agentic AI is all about governance, security, and business processes. Highlights 00:03 — Salesforce has expanded its partnership with Databricks to help organizations better connect enterprise data with business outcomes in the era of agentic AI. At its core, the expanded partnership is about recognizing that as AI agents take on a larger role across the enterprise, they need access to complete, connected data that's paired with business

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00:05:20

AI Deployment Wars Heat Up: AWS, MSFT Push War Chest...

Cloud Wars Live with Bob Evans ·

2026/07/09

Minute, I look at how Google Cloud, Microsoft, AWS, OpenAI, and Anthropic are redefining enterprise AI adoption. Highlights 00:11 — So, in what I'm calling the AI Deployment Wars, we see the five largest AI companies — that is, Google Cloud, Microsoft, AWS, OpenAI, and Anthropic — are now all saying, or realizing, that in addition to this incredible technology they're pumping out, they have to actually ensure that all that cool stuff works for customers and that it delivers quantifiable business

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00:02:50

Microsoft Frontier Company Signals New Era of...

Cloud Wars Live with Bob Evans ·

2026/07/08

In today's Cloud Wars Minute, I explain why Microsoft's newest AI initiative could reshape enterprise engineering and customer success. Highlights 00:09 — Some huge news from Microsoft today. The company has launched Microsoft Frontier Company, a brand-new business that's entirely focused on helping customers achieve frontier transformation with AI. 00:28 — Now, Microsoft, despite not coining the term [Frontier Firm] itself, has been using it extensively to really outline its strategy in terms of

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00:05:06

Palantir: Traditional ERP Contains Some Deadly...

Cloud Wars Live with Bob Evans ·

2026/07/07

In this episode, I consider an argument that Palantir recently made: While traditional ERP has been valuable for many businesses over the last few decades, as we move into the AI Economy, is it possible that some of the rigor, discipline, and standards that traditional ERP has brought to organizations and their processes are beginning to cause a problem? Highlights 00:58 — Palantir challenged traditional ERP in a recent blog post. Although there's a great value it can offer, the company prompted the

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00:02:38

Microsoft's Copilot Cowork Pricing Shift Signals a...

Cloud Wars Live with Bob Evans ·

2026/07/02

In today's Cloud Wars Minute, I explore Microsoft's shift to usage-based Copilot Cowork pricing and what it reveals about the changing economics of enterprise AI. Highlights 00:10 — Microsoft is moving Copilot Cowork from a fixed-price subscription model to usage-based pricing, and this is really reflecting the fact that heavy users are racking up massive compute costs compared to others. 00:55 — More and more, the focus is shifting to how organizations can scale those (AI) capabilities in a way

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00:02:30

OpenAI Partner Network Signals New Era of Enterprise...

Cloud Wars Live with Bob Evans ·

2026/07/01

In today's Cloud Wars Minute, I examine what OpenAI's latest move reveals about the maturation of the enterprise AI market. Highlights 00:03 —My colleague Bob Evans has already covered the specifics of OpenAI's new partner network, so I don't want to spend too much time on the ins and outs of the program itself today. Instead, what I want to do is focus on what this announcement really tells us about the wider state, the broader state of the AI market. 00:25 — Now, for much of the past two years,

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00:05:28

OpenAI Reveals CEO Dilemma: Who Gets AI Tokens?

Cloud Wars Live with Bob Evans ·

2026/06/30

In today's Cloud Wars Minute, I discuss the growing challenge of balancing AI demand, budgets, and business priorities across the enterprise. Highlights 00:02 — We’ve got an emerging dilemma here for CEOs in the early days of the AI Revolution, and a new solution from OpenAI has brought that to light. The dilemma is this: when everybody wants AI tokens, as many as they can get, as quickly as they can get them, but AI tokens are in limited supply, who gets them? Who decides that? How do companies

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00:05:22

Google Cloud, OpenAI, Anthropic: AI Deployment Wars!

Cloud Wars Live with Bob Evans ·

2026/06/29

In today's Cloud Wars Minute, I examine three very different approaches to turning breakthrough AI technology into real-world business transformation. Highlights 00:11 — The AI Deployment Wars involve Google Cloud, OpenAI, and Anthropic. Each has evolved from being almost lab-focused companies with tremendous AI models, and now the pace of innovation of these models is remarkable. The capabilities, power, is stunning, but what that leads to is a huge demand among customers now to not just slip in a

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00:02:08

Enterprise AI Maturity Drives Expanded Microsoft-KPMG...

Cloud Wars Live with Bob Evans ·

2026/06/26

In today's Cloud Wars Minute, I discuss how one of the Big Four consultancies is using Microsoft technology to simplify AI scaling for customers worldwide. Highlights 00:10 — Some big partner news today: KPMG and Microsoft are expanding their existing partnership to help firms scale agentic AI initiatives. Another example of how far things have progressed in a few short years, as companies become increasingly AI-mature and start to incorporate these transformational technologies across their

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00:05:21

AWS Autonomous Solution Slays Tech-Debt Monster!

Cloud Wars Live with Bob Evans ·

2026/06/25

In today's Cloud Wars Minute, I explain how AWS is using AI-driven automation to reduce technical debt and free up budgets for innovation. Highlights 00:03 — As the AI Revolution has kicked into full swing this year, we've heard a lot of stories — interesting ones — about companies blowing through their AI budgets because everybody loves this stuff; everybody wants to use it. That brings up this notion of technical debt. 00:46 — AWS has introduced an autonomous tool that's primary job is to slay the

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00:02:32

Microsoft Developing AI Devices Designed Specifically...

Cloud Wars Live with Bob Evans ·

2026/06/24

Highlights 00:08 — Now, in a slight tangent away from what we're used to from Microsoft, the company is developing two new AI-powered gadgets for workers that tap into AI for daily tasks. Both are currently in the concept stage. 00:22 — The first is a small cube designed to sit on a desk that can be activated by voice or touch. Second is a wearable access badge that would give wearers access to AI-driven workflows. Now, the two devices are already being used by a couple of hundred Microsoft

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00:05:14

Google Cloud + Palantir Form Powerful Partnership Re:...

Cloud Wars Live with Bob Evans ·

2026/06/23

In today's Cloud Wars Minute, I look at why two of the fastest-growing Cloud Wars companies are joining forces around data, AI, and industry solutions. Highlights 00:03 — When heavy weather rolls in, it's good to have friends around. It's good to have partnerships, and I don't think the AI Revolution is so much heavy weather, but that depends on how well prepared businesses are to take advantage of it, how aggressively, how thoughtfully they're moving into this AI Revolution. 00:41 — It's

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00:05:25

Hyperscaler Backlog $2.1 Trillion Amid Innovation Boom

Cloud Wars Live with Bob Evans ·

2026/06/22

Highlights 00:27 — It's not just business as usual for these companies, their customers, and others who are tied into these extraordinary enterprises. We're also seeing booms in innovation, not just in technology but in go-to-market models, business models, and more. 01:32 — The big part of this is that it's not just big numbers, but big numbers driving widespread, deep, and profound innovation. Here's how the $2.1 trillion breaks out across the four hyperscalers: Backlog RPO Total

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00:02:18

Google Cloud's EQT Agreement Highlights the Next...

Cloud Wars Live with Bob Evans ·

2026/06/19

In today's Cloud Wars Minute, I examine why the Google Cloud-EQT deal signals a major shift in how AI is being distributed at scale.Highlights 00:03 — The rapid pace at which deals are being struck and portfolios are expanding among the leaders in the race for AI dominance isn't new. Significant partnerships are being forged, and contracts are being signed all the time. However, every so often, a deal comes along that stands out not only for its scope, but also for what it indicates about the

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