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.
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Sep 29, 2026 · 5:31
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. Highlights 00:03 — I…
Sep 28, 2026 · 6:04
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. Highlights 00:03 — Had…
Sep 25, 2026 · 1:57
In today's Cloud Wars Minute, I unpack Workday's move toward agentic contract lifecycle management and greater workflow automation. Highlights 00:03 — Workday has announced that…
Sep 24, 2026 · 2:26
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. Highlights 00:09 — According to…
Sep 23, 2026 · 2:25
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. Highlights 00:11 — Microsoft has…
Sep 22, 2026 · 1:38
In today's Cloud Wars Minute, I examine what Salesforce’s reported interest in Listen Labs could mean for the future of Agentforce. Highlights 00:04 — Salesforce is reportedly in…
Sep 21, 2026 · 5:02
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…
Sep 18, 2026 · 3:52
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…
Sep 18, 2026 · 3:07
In today’s Cloud Wars Agent and Copilot Minute, I break down Microsoft’s rollout of OpenAI’s GPT-6 Astra in Foundry and why enterprise controls could be a major differentiator…
Sep 17, 2026 · 3:21
In today’s Cloud Wars AI Minute, I break down the explosive growth in AI infrastructure spending and the growing pressure on hyperscalers as CapEx begins to exceed operating cash…
Sep 17, 2026 · 5:18
In this Cloud Wars Minute, I dive deeper into comments from Oracle's Q1 earnings call on its philosophy, position, and strategy where agents meet applications. Highlights 00:16 —…
Sep 16, 2026 · 3:14
In today’s Cloud Wars AI Minute, I break down the rise of AI model fatigue and why the industry’s rapid release cycle may be moving faster than buyers can keep up. Highlights…
Sep 16, 2026 · 1:47
In today's Cloud Wars Minute, I look at why OpenAI is developing automated shutdown capabilities for its AI systems. Highlights 00:04 — Weeks after disclosing that one of its AI…
Sep 15, 2026 · 5:28
In today's Cloud Wars Minute, I review Oracle's Q1 cloud revenue and how its business model innovation could propel the growth rate to rise even higher. Highlights 00:54 — Oracle…
Sep 14, 2026 · 2:03
In today's Cloud Wars Minute, I look at OpenAI’s decision on Cursor and what it reveals about the importance of mutual trust across the AI industry. Highlights 00:04 — OpenAI has…
Sep 11, 2026 · 4:23
In today's Cloud Wars Minute, I explore Oracle’s blowout Q1 and the numbers signaling its growing power in AI and cloud infrastructure. Highlights 00:03 — Yesterday, Oracle…
Sep 10, 2026 · 5:16
In today’s Cloud Wars Minute, I look at how Google Cloud is combining AI agents , enterprise data, specialized skills, and partners to transform industry-specific solutions.…
Sep 9, 2026 · 2:14
In today's Cloud Wars Minute, I look at how Microsoft is bringing Arabic-language AI models into its ecosystem through its strategic collaboration with HUMAIN. Highlights 00:09 —…
Sep 8, 2026 · 3:27
In today's Cloud Wars Minute, I analyze how Aneel Bhusri is reshaping Workday’s agentic AI strategy following his return as CEO. Highlights 00:03 — Interesting conversations on…
Sep 4, 2026 · 1:44
In today's Cloud Wars Minute, I examine why Meta is buying massive amounts of AI capacity from Microsoft despite building its own AI infrastructure. Highlights 00:10 — Meta has…
Sep 3, 2026 · 5:34
In today's Cloud Wars Minute, I ask whether OpenAI has quietly abandoned its AI super app as customer confusion around AI continues to grow. Highlights 00:02 — I wonder if over…
Sep 2, 2026 · 5:19
In today's Cloud Wars Minute, I examine three signs that ServiceNow is positioning itself to become a cybersecurity powerhouse. Highlights 00:02 — We've recently seen ServiceNow…
Sep 1, 2026 · 5:21
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Aug 31, 2026 · 5:02
Highlights 00:02 — Workday last week reported its Q2 results. They came in pretty strong, and I think if we look at the tenor of some of the comments that co-founder and CEO…
Aug 28, 2026 · 3:55
In today's Cloud Wars Minute, I break down Microsoft’s evolving AI consumption strategy and how it compares with Salesforce, UiPath, and other major industry players. Highlights…
Aug 28, 2026 · 1:58
In today's Cloud Wars Minute, I look at how Google Cloud is expanding the Gemini ecosystem into the automotive world through its partnership with Mahindra. Highlights 00:03 —…
Aug 27, 2026 · 3:21
In today’s Cloud Wars Minute, I look at how AI monetization is moving beyond execution and into creation as agentic development becomes more costly and valuable. Highlights 00:15…
Aug 27, 2026 · 4:58
In today's Cloud Wars Minute, I analyze Salesforce’s latest results and why Dreamforce could be critical for proving its AI opportunity is here now. Highlights 00:03 — Salesforce…
Aug 26, 2026 · 3:16
In today's Cloud Wars AI Minute, I explore why falling token prices aren't necessarily making AI transactions cheaper. Highlights 00:01 — So, one of the things that I want to…
Aug 26, 2026 · 2:13
In today's Cloud Wars Minute, I explain why Workday believes AI security is becoming an ecosystem problem that no single vendor can solve independently. Highlights 00:06 —…
Aug 25, 2026 · 5:16
In today's Cloud Wars Minute, I examine why the emerging Google Cloud and Oracle alliance could reshape how enterprises accelerate their AI transformations. Highlights 00:01 —…
Aug 24, 2026 · 2:06
00:03 — According to recent reports, Microsoft is set to reveal its Maia 300 AI accelerator as early as September this year. For context, Microsoft launched Maia 200 back in…
Aug 21, 2026 · 1:55
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Aug 20, 2026 · 33:56
Bob Evans speaks with Chad Wahlquist, an Architect at Palantir , about what is driving the company’s extraordinary growth and, more importantly, what customers are getting from…
Aug 20, 2026 · 1:51
00:03 — We've had a lot of big numbers come out for Q2 reports. Google Cloud is at 82 percent. AWS growth jumped up to 37 percent. But I have to take a little more time here to…
Aug 19, 2026 · 1:51
00:03 — In a big coup for Salesforce, the Pentagon has approved the use of its Missionforce national security platform to launch AI agents on the most sensitive unclassified…
Aug 18, 2026 · 18:49
In this special episode of Cloud Wars, Bob Evans speaks with Garrett Lord, co-founder and CEO of Handshake , about one of the biggest challenges facing enterprises today: turning…
Aug 17, 2026 · 3:24
In today’s Cloud Wars AI Minute, I break down the rise of agentic reasoning loops and why their impact on AI token consumption and costs could be significant. Highlights 00:12 —…
Aug 17, 2026 · 5:32
In today's Cloud Wars Minute, I look at why Palantir's approach to AI sovereignty, sales, and customer value deserves the software industry's attention. Highlights 00:02 — I…
Aug 14, 2026 · 2:19
In today's Cloud Wars Minute, I look at why Oracle is rejecting a single-model AI strategy and embracing a flexible, multi-model future. Highlights 00:03 — Oracle has announced…
Aug 13, 2026 · 3:46
In today’s Cloud Wars AI Minute, I break down the rapid rise of forward deployment engineering and why getting AI into production is becoming the next competitive advantage.…
Aug 13, 2026 · 5:13
In today's Cloud Wars Minute, I explain why ServiceNow’s fast-growing security business is becoming central to Bill McDermott’s AI strategy. Highlights 00:01 — I wanted to chat a…
Aug 12, 2026 · 18:40
In this special episode of Cloud Wars Live, Bob Evans speaks with Manish Sood, founder and CEO of Reltio, about the rapidly changing relationship among enterprise data, AI, and…
Aug 12, 2026 · 1:34
In today’s Cloud Wars Minute, I explore Oracle’s major $7 billion Pentagon contract and what it means for the company’s government and enterprise ambitions. Highlights 00:03 —The…
Aug 11, 2026 · 5:42
In today's Cloud Wars Minute, I analyze the extraordinary RPO growth at Microsoft, Oracle, Google Cloud, and AWS and what it signals about AI demand. Highlights 00:03 — We've got…
Aug 10, 2026 · 5:37
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…
Aug 7, 2026 · 2:06
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…
Aug 7, 2026 · 2:50
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.…
Aug 6, 2026 · 5:24
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,…
Aug 5, 2026 · 2:07
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…
Aug 4, 2026 · 5:56
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…
Aug 3, 2026 · 5:14
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.…
Jul 31, 2026 · 2:10
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…
Jul 30, 2026 · 5:16
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…
Jul 29, 2026 · 2:52
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…
Jul 28, 2026 · 5:24
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…
Jul 27, 2026 · 5:06
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…
Jul 24, 2026 · 2:18
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 —…
Jul 23, 2026 · 5:11
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…
Jul 22, 2026 · 2:43
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…
Jul 21, 2026 · 5:46
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…
Jul 20, 2026 · 4:49
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…
Jul 17, 2026 · 22:10
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…
Jul 17, 2026 · 2:27
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…
Jul 16, 2026 · 4:59
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…
Jul 15, 2026 · 2:02
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…
Jul 14, 2026 · 20:04
As enterprise AI rapidly evolves from isolated assistants to autonomous systems capable of executing complex business processes, organizations are looking for practical ways to…
Jul 14, 2026 · 5:26
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…
Jul 13, 2026 · 18:01
As artificial intelligence accelerates both innovation and cyber risk, organizations are facing unprecedented pressure to secure sensitive data while deploying AI at scale. In…
Jul 13, 2026 · 5:39
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…
Jul 10, 2026 · 18:03
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…
Jul 10, 2026 · 2:40
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…
Jul 9, 2026 · 5:20
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…
Jul 8, 2026 · 2:50
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…
Jul 7, 2026 · 5:06
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…
Jul 2, 2026 · 2:38
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…
Jul 1, 2026 · 2:30
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…
Jun 30, 2026 · 5:28
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…
Jun 29, 2026 · 5:22
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…
Jun 26, 2026 · 2:08
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 —…
Jun 25, 2026 · 5:21
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…
Jun 24, 2026 · 2:32
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…
Jun 23, 2026 · 5:14
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…
Jun 22, 2026 · 5:25
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…
Jun 19, 2026 · 2:18
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…
Jun 18, 2026 · 5:27
In today's Cloud Wars Minute, I look at how OpenAI is transforming from an AI innovator into a full-scale enterprise powerhouse. Highlights 00:02 — Well, a couple weeks ago, we…
Jun 17, 2026 · 4:13
In today's Cloud Wars Minute, I break down how DynaTech Systems enabled Solmax to turn operational complexity into global efficiency with D365, Power BI, and Microsoft Fabric.…
Jun 16, 2026 · 5:10
In today's Cloud Wars Minute, I look at how Oracle's leadership transition reflects Larry Ellison's long-term succession plan. Highlights 00:05 — I wanted to mention here that…
Jun 15, 2026 · 5:35
In today's Cloud Wars Minute, I compare Oracle, Microsoft, Google Cloud, and AWS through the lens of backlog growth and future demand. Highlights 00:02 — I talked last week a…
Jun 12, 2026 · 20:51
In this Cloud Wars Special report, Bob Evans speaks with Jan Gilg about how AI is reshaping enterprise software and why the next phase of innovation will depend on trust,…
Jun 12, 2026 · 5:26
In today's Cloud Wars Minute, explore how SAP's Autonomous Suite could become the operating system for AI -powered enterprises Highlights 00:02 — The company that more than 50…
Jun 11, 2026 · 5:18
In today's Cloud Wars Minute, I dive into Oracle's remarkable Q4 earnings report, where the company delivered results that exceeded expectations across the board. Highlights…
Jun 10, 2026 · 2:26
In today's Cloud Wars Minute, I analyze how Sana is helping Workday transform from a system of record into a system of action. Highlights 0:00 — Workday has announced two new…
Jun 9, 2026 · 5:52
In today's Cloud Wars Minute, I analyze how a trillion dollars in cloud backlog is driving innovation beyond technology and into corporate finance. Highlights 00:03 — In the…
Jun 8, 2026 · 11:42
In this special report, John Siefert, CEO, Dynamic Communities and Cloud Wars, speaks with Robbie Morrison about Velocio's acquisition of Domain Six and what the move means for…
Jun 8, 2026 · 5:30
In today's Cloud Wars Minute, I look at how ServiceNow's AI strategy, open platform, and workflow data fabric are driving its next phase of growth. Highlights 00:02 — ServiceNow…
Jun 5, 2026 · 5:21
In today's Cloud Wars Minute, I discuss how Workday's Extend platform is helping developers build faster while maintaining governance and trust. Highlights 00:03 — Earlier this…
Jun 4, 2026 · 16:57
In this episode of the AI Agent & Copilot Podcast, Giuseppe Ianni, podcast host and industry interviewer, is joined for a second time by Nandita Puri , PhD Researcher at Georgia…
Jun 4, 2026 · 5:35
In today's Cloud Wars Minute, I explore why OpenAI could soon rank among the world's biggest enterprise software companies. Highlights 00:03 — Early this year, OpenAI joined the…
Jun 3, 2026 · 31:22
In this Cloud Wars conversation, Bob Evans sits down with Bonnie Tinder, Founder and CEO of Raven Intelligence, to discuss how AI is reshaping the systems-integrator (SI) market.…
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