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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

00:03:58

Microsoft Ignite: Renowned Futurists Map Out the Next...

Cloud Wars Live with Bob Evans ·

2025/11/21

In today's Cloud Wars Agent and Copilot Minute, I look at how screen-aware Copilots, task-based agents, and multimodal interfaces are reshaping enterprise work — and why identity, permissions, and access guardrails now matter more than ever.Highlights00:30 — Two experts, Brian Madden, Vice President and Field Technology Officer and Futurist at Citrix, and Marco Casalaina, Vice President of Products, Core AI and an AI Futurist at Microsoft, hosted a session at this year's Microsoft Ignite conference

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00:05:20

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

Cloud Wars Live with Bob Evans ·

2025/11/20

In today's Cloud Wars Minute, I reveal how Palantir leapfrogged the competition with 63% cloud growth, shaking up the Cloud Wars Top 10.Highlights00:14 — Periodically, I do an update on what I call the Cloud Wars Growth Chart. The latest list shows that Palantir — new to the Cloud Wars Top 10 — is number one in fastest growth, by a long shot. Google Cloud, which for the last six quarters had been the fastest growing, is now in the number two spot. Oracle comes in at number three.01:06 — So let’s see

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00:04:18

AI Agent & Copilot Podcast: Stoneridge Software's...

Cloud Wars Live with Bob Evans ·

2025/11/19

In this episode of the AI Agent & Copilot Podcast, John Siefert is joined by Eric Newell, CEO, Stoneridge Software, while on-site at Community Summit North America 2025, which took place October 19-23. Newell shares his takeaways from the conference, and what he expects the future of AI adoption to look like over the next 12-18 months.Key TakeawaysSummit NA buzz: Newell notes the prominence of AI and agents at Summit NA 2025. More specifically, the CRM Product Roadmap session highlighted the

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00:03:05

Workday's Acquisition of Sana Delivers AI-Enabled...

Cloud Wars Live with Bob Evans ·

2025/11/19

In today's Cloud Wars Minute, I discuss Workday's acquisition of the enterprise knowledge and learning platform provider Sana, and what it means for customers.Highlights0:05 — Now,the understanding of the capabilities of LLMs has seeped from discussions among in-the-know business leaders into the general public. Personally, I don't know anyone who hasn't tried ChatGPT at least once. However, when it comes to leveraging LLMs and their associated technologies in a business context, it all comes down

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00:08:30

Elevaite365 Test Automation Turns Testing into a...

Cloud Wars Live with Bob Evans ·

2025/11/18

In today's podcast, John Siefert sits down with Magnus Perri, CEO, elevaite365 Test Automation, and Michael Catterall, Product Lead, elevaite365 Test Automation, to unpack how AI is redefining testing in Dynamics 365 projects. They discuss why manual testing overwhelms business users, how elevaite365 Test Automation's platform automates and adapts with AI, and how a community-driven script library accelerates implementation. It's test automation built for real-world complexity and speed.AI Testing,

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00:05:17

SAP + Snowflake: Promiscuous Partnership Powerful +...

Cloud Wars Live with Bob Evans ·

2025/11/18

In today's Cloud Wars Minute, I explore how tech rivals are becoming collaborators to better serve customer innovation.Highlights00:43 — I call SAP and Snowflake's recent announcement a promiscuous partnership that's powerful and promising. I'll try not to trip over too many more P’s here, but I think the point of this is we're seeing the promiscuous side: big tech companies that, you know, were very selective about how they worked with each other in the past.01:04 — I think now we're seeing that

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00:15:53

AI Agent & Copilot Podcast: LS Retail's Jeff Miller...

Cloud Wars Live with Bob Evans ·

2025/11/17

In this episode of the AI Agent & Copilot Podcast, John Siefert hosts Jeff Miller, Vice President, Americas, LS Retail, for a discussion on LS Retail's position in its industry, how it supports organizations across the globe, integrating AI, and upcoming projects.Key TakeawaysAbout the company: LS Retail has been a leader in its industry from an ISV perspective. The company has been in the ecosystem for about 30 years, focusing on software development in the retail market. There are over 110,000

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00:05:16

Inside Palantir: Wildly Different Value Prop for...

Cloud Wars Live with Bob Evans ·

2025/11/17

In today's Cloud Wars Minute, I take you inside Palantir’s wildly different approach to driving customer growth.Highlights00:14 — One of the companies causing a lot of disruption within the Cloud Wars Top 10 companies is Palantir, which recently reported its Q3 revenue up 63% to $1.12 billion, just growing incredibly fast and putting together a remarkable set of customers and customer references for what they’ve been able to do with Palantir. And I think this speaks to a very, very different

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00:28:35

Palantir Q3 Reveals New Deal Sizes, Shorter...

Cloud Wars Live with Bob Evans ·

2025/11/17

In this special episode of Cloud Wars Live, Bob Evans speaks with Chad Wahlquist, Architect at Palantir, about the company’s explosive Q3 growth and the accelerating adoption of its AI Platform (AIP). They explore how AIP serves as an operating system for the enterprise, enabling customers to achieve global optimization, faster ROI, and model flexibility. Wahlquist also talks about Palantir’s open, interoperable architecture and its commitment to delivering value at speed, especially for customers

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00:02:38

New Copilot Search Experience Boosts Transparency...

Cloud Wars Live with Bob Evans ·

2025/11/14

In today's Cloud Wars Agent and Copilot Minute, I look at how Copilot’s smarter search experience supports users, respects content creators, and strengthens the web.Highlights00:12 — Microsoft has announced that it's bringing the best of AI search to Copilot, along with a dedicated Copilot search experience. In practice, this means that responses from Copilot will include, as Microsoft describes it, more prominent clickable citations and the option to see aggregated sources. The aim is to align more

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00:10:13

AI Agent & Copilot Podcast: Stijn Geeroms on Cegeka...

Cloud Wars Live with Bob Evans ·

2025/11/13

In this episode of the AI Agent & Copilot Podcast, John Siefert is joined by Stijn Geeroms, Vice President Business Solutions, Cegeka, for a conversation on Cegeka being named Microsoft's Partner of the Year for supply chain.Key TakeawaysAbout the company: Cegeka is a global IT company headquartered in Belgium. It has around 10,000 professionals across Europe and North America. Geeroms describes Cegeka as a "Microsoft-first partner," as it offers solutions for the various Microsoft solution areas

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00:05:07

Larry Ellison: Oracle Multicloud Rev. +1,529%

Cloud Wars Live with Bob Evans ·

2025/11/13

In today's Cloud Wars Minute, I take a look at how Oracle’s bold multicloud partnerships — with Microsoft, AWS, and Google Cloud.Highlights00:15 — One of the ways in which Oracle has been distinguishing itself is not just with its new technology, but with interesting go-to-market approaches. Now, Ellison recently said that while Oracle's multicloud business, where its three competitors, Microsoft, AWS, and Google Cloud, all offer the Oracle Database to their customers, that revenue was up over

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00:02:42

AWS Infrastructure to Power OpenAI’s AI Workloads...

Cloud Wars Live with Bob Evans ·

2025/11/12

In today’s Cloud Wars Minute, I delve into OpenAI’s $38 billion partnership with AWS, giving Amazon a major role in powering and scaling OpenAI’s AI workloads.Highlights0:03 — OpenAI and AWS have announced a multi‑year strategic partnership valued at $38 billion for AWS. This deal will enable AWS to provide the infrastructure necessary to support the operation and scaling of OpenAI’s AI workloads. OpenAI is currently utilising computing resources through AWS, which include hundreds of thousands of

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00:05:03

Google Cloud Racking Up $1 Billion Deals Powered by A.I.

Cloud Wars Live with Bob Evans ·

2025/11/11

In today's Cloud Wars Minute, I dig into why Google Cloud’s momentum in AI-centric deals is reshaping the entire cloud landscape.Highlights00:30 — A few major things became evident from Google Cloud's third-quarter results from late last month. One, if you look at the giant deals Google Cloud signed in the first three quarters of 2025, it inked more billion-dollar-plus deals than it did in all of 2023 and 2024 combined. The pace of these huge investments by businesses is accelerating.01:05 —

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00:06:04

'King of the Cloud' AWS Falling Farther Behind...

Cloud Wars Live with Bob Evans ·

2025/11/10

In today's Cloud Wars Minute, I call out AWS’s slowdown in both innovation and momentum, as the rest of the hyperscalers redefine the future of cloud.Highlights00:15 — Now it's been interesting here as we watch the four hyperscalers recently, Microsoft, AWS, Google Cloud, and Oracle. We hear that cliche about a rising tide lifts all boats. And I would say that AWS is definitely the one of the four hyperscalers that is rising less slowly, less quickly, and to not as great a height.01:08 — AWS is the

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00:12:27

Oracle’s Fusion and NetSuite Customers Gain an AI...

Cloud Wars Live with Bob Evans ·

2025/11/07

In this episode of Cloud Wars Live, Bob Evans speaks with T.K. Anand, Executive Vice President at Oracle, during Oracle AI World in Las Vegas. The discussion centers on Oracle’s new AI Data Platform, a major initiative designed to help customers harness their own data to drive AI transformation. Anand outlines how Oracle’s open, unified approach to managing enterprise data enables organizations to bring AI directly to their business processes, while also citing breakthrough developments in

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00:02:04

Workday Launches Custom AI Model Library for Contract...

Cloud Wars Live with Bob Evans ·

2025/11/07

In today's Cloud Wars Minute, I explore Workday’s latest move to deepen AI’s role in enterprise operations.Highlights00:03 — Workday has announced its new Custom AI Model Library for the Workday Contract Intelligence Agent, powered by Evisort. The library includes over 120 pre-built AI models designed to identify critical clauses, risks, line items, and terms within contracts. The goal is to give users specialized models that speed up contract review, detect risks earlier, and reduce manual

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00:24:59

Oracle Launches AI-Native Database 26ai to Power...

Cloud Wars Live with Bob Evans ·

2025/11/06

Hasan Rizvi, EVP, Database Engineering, Oracle, talks to Bob Evans in this latest episode of Cloud Wars Live. They explore the launch of Oracle AI Database 26ai, the Autonomous AI Lakehouse, and breakthroughs in multi-cloud deployment. Rizvi also discusses vector search, agentic AI, and how Oracle is simplifying complex architectures for the AI era. It’s a compelling look at how Oracle is reshaping enterprise data strategy for the age of AI.Oracle’s Next-Gen Data StrategyThe Big Themes:AI Demands a

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00:05:31

Palantir Q3 Blowout: Extraordinary Numbers and CEO...

Cloud Wars Live with Bob Evans ·

2025/11/06

In today's Cloud Wars Minute, I spotlight Palantir’s stunning 63% revenue surge and its defiant, rule-breaking vision for the AI Era.Highlights00:30 — Palantir, earlier this week, reported its Q3 numbers, and they were absolutely extraordinary. I thought the only thing that matched the blowout numbers that Palantir had was the perspective and philosophy revealed in the Q3 earnings call from CEO Alexander Karp. I want to talk about that in just a minute.01:23 —You hear talk around the industry,

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00:17:09

Mahesh Thiagarajan on Oracle Cloud Strategy and...

Cloud Wars Live with Bob Evans ·

2025/11/05

In today's Cloud Wars Live, Mahesh Thiagarajan, EVP, Oracle Cloud Infrastructure, speaks with Bob Evans about Oracle’s bold strategy to lead in the AI infrastructure race. He details how Oracle is scaling zeta-level compute, launching a 1.5 gigawatt GPU campus, and engineering full-stack solutions that combine bare-metal hardware, custom networking, and advanced software. With OCI’s rapid innovation and massive scale, Oracle is positioning itself as a serious challenger to cloud incumbents like AWS,

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611 results

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