Cloud Wars Live with Bob Evans

00:03:14

Microsoft and ServiceNow Target the AI Agent Control...

Cloud Wars Live with Bob Evans ·

2026/10/07

In today's Cloud Wars AI Minute, I break down why ServiceNow and Microsoft are embracing open protocols as the AI Agent War shifts to the control layer.Highlights00:01 — What I want to talk about today is that we're actually seeing the Agent War moving up to the control layer. You're seeing that there's a new control layer that's becoming the core part of what everyone is fighting over in this space, and this is really where we're going to start seeing governance and control becoming the more

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00:01:49

SoftBank Doubles Down on OpenAI With Massive $10...

Cloud Wars Live with Bob Evans ·

2026/10/07

In today's Cloud Wars Minute, I look at why SoftBank is turning to the bond market to finance its latest $10 billion OpenAI investment.Highlights00:03 — It's fair to say that we're at an interesting inflection point when it comes to how AI innovation is set to progress, what might constrain it, and where, eventually, lines may be drawn. However, that hasn't slowed planned investment in some of the biggest U.S. firms.00:19 — Most recently, Japanese investment giant SoftBank has announced that,

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00:17:18

AI Agent & Copilot Podcast: Michael Simms on Why AI...

Cloud Wars Live with Bob Evans ·

2026/10/06

Key TakeawaysAI investments: Simms explains that a top priority for organizations currently is determining how to get value out of AI investments. He says an estimated 80% of AI initiatives aren't seeing the value that was anticipated, which begs the question: Are you choosing the wrong initiatives? Are you using the correct data? Have you defined the processes correctly? "All the underlying pillars that are required for these things to actually work and actually provide value, those need to be

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00:03:49

SAP Cranks Up Autonomous Enterprise w/New Joule Agents

Cloud Wars Live with Bob Evans ·

2026/10/06

In today’s Cloud Wars Minute, I look at how SAP is moving industry AI into the mainstream while expanding its autonomous enterprise strategy at Connect.Highlights00:03 — SAP is having a big event in Las Vegas this week called Connect, and whereas its Sapphire event every year really is aimed at its traditional IT audience, and lays the technical foundation for its strategy, Connect, now in its second year, was brought about to focus on the LOB users, business users, non-tech users.00:24 — And this

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00:16:35

T-Mobile’s Ecosystem Strategy for the Enterprise AI Era

Cloud Wars Live with Bob Evans ·

2026/10/05

John Siefert sits down with Christopher Jones, Vice President of Ecosystems and Partner Alliances at T-Mobile, to explore why enterprise connectivity is becoming foundational to the AI Era. Jones explains how T-Mobile for Business is moving beyond the traditional perception of a telecommunications provider to become an infrastructure layer supporting distributed workforces, AI agents, enterprise applications, and data at the edge.AI Runs on ConnectivityThe Big Themes:Connectivity Underpins

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00:04:36

Why SAP, Salesforce + Workday Love Billion-Dollar...

Cloud Wars Live with Bob Evans ·

2026/10/05

In today's Cloud Wars Minute, I explain how AWS is combining custom silicon, enterprise applications, and agentic AI to drive its resurgence.Highlights00:02 — I wanted to talk about an interesting development at AWS, which over the past several quarters has been on a very nice upswing in its business, powered in part by their development of what is now a very large and extremely fast-growing custom chips business.00:37 — That comes down to a billion-dollar chip deal that AWS has just secured with

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00:03:39

Agentic AI Faces a Reckoning as Enterprises Demand...

Cloud Wars Live with Bob Evans ·

2026/10/02

In today's Cloud Wars Minute, I explore why Gartner expects many agentic AI projects to disappear as enterprises get more serious about measurable business value.Highlights00:14 — We're starting to see some interesting analysis coming out of organizations like Gartner. Gartner is saying that 40% of agentic AI projects die by 2027. There are a lot of projects that are going on within organizations that don't actually have good business value or good return on investment.00:52 — And we already started

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00:18:20

Oracle’s Fusion Claw Brings Governed Autonomy to...

Cloud Wars Live with Bob Evans ·

2026/10/02

Bob Evans speaks with Chris Leone, Executive Vice President of Applications Development at Oracle, about Fusion Claw and Oracle’s push toward increasingly autonomous enterprise applications. Leone explains how Fusion Claw combines AI reasoning with deterministic enterprise computation to tackle complex, long-running work involving optimization, simulation, reconciliation, and planning.The Rise of Fusion ClawThe Big Themes:From Assistance to Execution: Oracle’s vision for enterprise AI is moving

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00:03:33

Why AI-Driven Layoffs Could Backfire as Companies...

Cloud Wars Live with Bob Evans ·

2026/10/01

In today's Cloud Wars AI Minute, I explore the shift from using AI for workforce reduction to using it to amplify human productivity.Highlights00:18 — There's starting to be a better understanding that there's not a lot of value necessarily in just using AI to be able to do automation. What we're seeing is it does do a great job at this, and it frees up your resources to be able to go do other things.00:36 — What we're starting to see, though, is some analysis coming back that is allowing us to be

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00:05:22

Hottest AI/Cloud Vendors: #1 Palantir, #2 Google...

Cloud Wars Live with Bob Evans ·

2026/10/01

In today’s Cloud Wars Minute, I break down the latest Cloud Wars Top 10 growth chart and the extraordinary momentum reshaping AI and cloud.Highlights00:03 — Got the latest Cloud Wars Top 10 growth chart numbers for you, in which we lay out here the hottest AI and cloud vendors in the world. And right now, we've got number one, Palantir; number two, Google Cloud; number three, Oracle. For Palantir, number one, 93% [growth].00:53 — Google Cloud, up 82% to $24.8 billion. Like Palantir, Google Cloud has

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00:02:57

Microsoft Work IQ Could Cut AI Token Usage by 80%

Cloud Wars Live with Bob Evans ·

2026/09/30

In today's Cloud Wars AI Minute, I look at how Microsoft is using Work IQ to make AI agents faster, more efficient, and potentially less expensive to operate.Highlights00:10 — Today, the topic is going to be Work IQ, and we're actually starting to see Microsoft make very interesting moves inside of Work IQ. We've already seen AI agents doing a lot of really interesting things, specifically around the Graph API. But the big difference here is Microsoft is really looking to monetize the ability for

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00:02:51

Why Microsoft’s Growing AI Agent Ecosystem Could Make...

Cloud Wars Live with Bob Evans ·

2026/09/30

In today's Cloud Wars Minute, I look at why Microsoft Work IQ could become increasingly valuable as enterprises deploy more specialized AI agents.Highlights00:12 — Microsoft's much-anticipated Work IQ is finally going into preview. Quick refresher: Work IQ is an intelligence layer that gives Copilot and AI agents context about how work happens across an organization.00:27 — That understanding is grounded in business data from D365 and Power Platform. Cloud Wars CEO John Seifert has written up a

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00:05:31

Sam Altman’s Bizarre Comments on AI Safety Will Not...

Cloud Wars Live with Bob Evans ·

2026/09/29

In today's Cloud Wars Minute, I unpack Sam Altman's comments on AI safety, security, and responsibility during his Dreamforce conversation with Mark Benioff.Highlights00:03 — I wanted to talk today a little bit about a discussion at Salesforce's recent Dreamforce event. It was a conversation with Salesforce CEO Mark Benioff and the CEO of OpenAI, Sam Altman, and they talked specifically about this whole notion of AI safety, AI security, responsibility, trust, and the recent disaster that OpenAI had

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00:06:04

Salesforce, Dreamforce, + AI: 5 Big Takeaways

Cloud Wars Live with Bob Evans ·

2026/09/28

In today's Cloud Wars Minute, I look at how Salesforce plans to unleash trapped data, make software do more of the work, and expand beyond its CRM roots.Highlights00:03 — Had some time to digest the big things that happened at Salesforce's recent Dreamforce event, and I wanted to share with you some thoughts of what I think are the five big takeaways from that big combination of Dreamforce, AI partnerships, and Salesforce moving in some new directions outside the traditional CRM space.00:40 — The

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00:01:57

Workday Moves Toward Agentic Contract Lifecycle...

Cloud Wars Live with Bob Evans ·

2026/09/25

In today's Cloud Wars Minute, I unpack Workday's move toward agentic contract lifecycle management and greater workflow automation.Highlights00:03 — Workday has announced that its next mission is to bring agentic AI across the entire contract lifecycle, instead of just AI for individual contract-related tasks. The company is launching the Workday Contract Workflow Agent, which is now in early access.00:22 — But before I get into that, I want to share some other findings that kind of support

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00:02:26

Microsoft’s Massive AI Infrastructure Build-Out...

Cloud Wars Live with Bob Evans ·

2026/09/24

In today's Cloud Wars Minute, I examine Microsoft’s plans to more than triple its data center capacity as AI compute demand continues to soar.Highlights00:09 — According to reports, Microsoft plans to more than triple its data center capacity, from around 12 gigawatts today to about 38 gigawatts by 2032.00:23 — So, right now, only about two gigawatts of Microsoft's current capacity is centered on AI-specific chips, but that's expected to grow to around one-third of the 38 gigawatts that it's

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00:02:25

Microsoft Launches Dynamics 365 Activate for...

Cloud Wars Live with Bob Evans ·

2026/09/23

In today's Cloud Wars Minute, I look at Microsoft’s new AI-powered Dynamics 365 Activate and what it could mean for Salesforce customers.Highlights00:11 — Microsoft has launched Dynamics 365 Activate. It's an AI-powered tool for migrating from Salesforce to Dynamics 365. In practice , this means analyzing a company's existing Salesforce setup, its data workflows, customizations, and integrations.00:31 — And then mapping what should be migrated, simplified, or redesigned in Dynamics 365. Now, the

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00:01:38

Salesforce, Listen Labs, and the Push Toward...

Cloud Wars Live with Bob Evans ·

2026/09/22

In today's Cloud Wars Minute, I examine what Salesforce’s reported interest in Listen Labs could mean for the future of Agentforce.Highlights00:04 — Salesforce is reportedly in talks to acquire Listen Labs for close to $2 billion. Listen Labs is an AI-powered customer research company that uses AI tools to carry out really large-scale customer interviews and analyze those conversations.00:23 — And it's got a pretty impressive client base, with companies like Microsoft, Perplexity, and Robinhood

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00:05:02

Salesforce Adds AIforce Plus Google Cloud, AWS,...

Cloud Wars Live with Bob Evans ·

2026/09/21

In today's Cloud Wars Minute, I recap some of the comments from CEO Marc Benioff's keynote at Dreamforce about the value of partnerships that enable extended, end-to-end capabilities for customers that a single company cannot provide alone.Highlights00:32 — CEO Marc Benioff said the arrival of Salesforce's new AIforce UI changes everything. No one company can handle all of the changes, so the corresponding expansion of partnerships that Salesforce undertook with these other great companies is a sign

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00:03:52

AI Infrastructure Spending Hits $2.59 Trillion as...

Cloud Wars Live with Bob Evans ·

2026/09/18

In today’s Cloud Wars AI Minute, I break down Gartner’s $2.59 trillion AI infrastructure spending figure and why rising compute and memory costs are shifting where the economics of the AI boom are landing.Highlights00:11 — Let's talk about this new Gartner number that just came out. Gartner is claiming that it's $2.59 trillion in CapEx expenditures that we're starting to see companies investing in the AI infrastructure space. Well, this is a very big number, and in an earlier video, I covered the

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