Cloud Wars Live with Bob Evans

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.

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53 episodes
Avg 4 min
English

Episodes 53

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#961
Friday · 3 min
AI Infrastructure Spending Hits $2.59 Trillion as Hardware Costs Reshape the Market
AI infrastructure spending is surging to $2.59 trillion, but rising compute and memory costs are putting pressure on cash flow and forcing hyperscalers to rethink AI investment.
#959
Friday · 3 min
Microsoft Brings GPT-6 Astra to Foundry With Enterprise Controls for Agentic AI
Microsoft is bringing OpenAI’s GPT-6 Astra to Foundry, combining advanced agentic capabilities with enterprise security, compliance, governance, and identity controls.
#957
Thursday · 3 min
AI CapEx Spending Is Outpacing Cash Flow as Hyperscaler Investment Surges
AI infrastructure spending is reaching unprecedented levels, but rising CapEx is beginning to outpace cash flow, raising questions about how hyperscalers will fund continued AI investment.
#960
Thursday · 5 min
Oracle CEO Sicilia Hammers Home "Fusion" of Apps + Agentic AI
Oracle has been clear in defining where apps end and agents end, with CEO Mike Sicilia driving it home in comments in the Q1 earnings call.
#955
Wednesday · 3 min
AI Model Fatigue Is Emerging as Releases Outpace Enterprise Adoption
AI model releases are accelerating faster than buyers can adopt them, creating model fatigue and increasing pressure for deeper integration and value.
#952
Wednesday · 1 min
Why OpenAI’s New AI Shutdown Capabilities Could Shape Regulation
OpenAI is reportedly developing automated AI shutdown capabilities as proposed U.S. legislation seeks government power to halt models that threaten human life or the economy.
#956
Tuesday · 5 min
Big Question for Oracle Cloud + AI Business: How High Can It Go?
Oracle's Q1 cloud revenue and OCI growth rate have jumped this quarter. How can its business model innovation propel the company to rise even higher?
#950
September 14 · 2 min
OpenAI, Cursor, SpaceX, and the Growing Importance of Trust in AI
OpenAI’s decision to wind down its Cursor contract highlights how trust between technology providers is becoming increasingly critical as the AI ecosystem grows more interconnected.
#953
September 11 · 4 min
Oracle Q1 Blowout
Oracle delivers a blowout Q1 as cloud infrastructure revenue surges 121% and its $664 billion RPO nearly matches Microsoft’s massive backlog.
#951
September 10 · 5 min
Google Cloud Goes Industry-Specific With Gemini Enterprise: Skills + Data + Agents + Partners
Google Cloud is taking Gemini Enterprise deep into vertical industries, beginning with financial services and legal and combining skills, data, agents, and partners into one AI system.
#949
September 9 · 2 min
Microsoft Targets Arabic Enterprise AI Opportunity With HUMAIN Collaboration
Microsoft's strategic collaboration with Saudi AI company HUMAIN demonstrates how localized language models could become central to enterprise AI adoption across the Middle East and Africa.
#947
September 8 · 3 min
Workday Agentic AI Targets Big, Complex Processes w/Big ROI
Workday is betting that fewer, more capable AI agents connected across enterprise systems and data will create greater customer value and differentiate it from larger rivals.
#946
September 4 · 1 min
Meta + Microsoft & How the AI Race is Changing
Meta’s massive Azure spending shows how AI is reshaping tech competition, with rivals increasingly becoming customers as infrastructure emerges as the new battleground.
#943
September 3 · 5 min
Has OpenAI's 'AI SuperApp' Turned Into Vaporware?
OpenAI once prominently promoted an AI super app, but its disappearance from Sarah Friar's latest strategic update raises questions about whether the concept has quietly become vaporware.
#942
September 2 · 5 min
ServiceNow Becoming Cybersecurity Powerhouse: McDermott's Grand Plan?
ServiceNow is rapidly building its cybersecurity presence, and three recent developments suggest Bill McDermott may see security as the company’s defining long-term opportunity.
#944
September 1 · 5 min
Marc Benioff Turbocharges Salesforce with Claudeforce + Anthropic
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#940
August 31 · 5 min
CEO Aneel Bhusri: 'This Is Workday's Moment'
With AI run rate approaching $600 million and 5,500 customers using AI solutions, Workday is seeing powerful early evidence that its AI strategy is gaining traction.
#938
August 28 · 3 min
Microsoft Embraces AI Consumption Pricing as Developer Demand Accelerates
Microsoft, Salesforce, and UiPath are taking different approaches to free developer AI capacity as consumption emerges as an increasingly important metric for the enterprise technology industry.
#939
August 28 · 1 min
Google Cloud and Mahindra Bring Gemini Enterprise AI Directly Into Vehicles
Google Cloud and Mahindra are bringing Gemini Enterprise directly into vehicles, demonstrating how AI is moving beyond traditional digital environments and becoming embedded in physical-world endpoints.
#936
August 27 · 3 min
Microsoft, GitHub, and Anthropic Reshape AI Developer Economics
AI monetization is moving upstream as rising agentic development costs push Microsoft and other vendors to charge builders for creating, testing, and executing AI-powered products.

Showing 1–20 of 53 episodes