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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104 episodes
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English

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#1020
Today · 5 min
Hottest Vendors: Google Cloud #1, Palantir #2, Oracle #3
Google Cloud leads the Cloud Wars Top 10 Growth Chart with 103% growth, followed by Palantir and Oracle, as AI drives unprecedented expansion across the enterprise cloud market.
#1018
Yesterday · 5 min
Palantir CEO Karp: 96% Q3 Growth Is AI Survival Guide
Palantir's extraordinary Q3 performance gives CEO Alex Karp the credibility to warn business leaders that AI inaction could quickly transform competitive companies into irrelevant ones.
#1017
Friday · 2 min
Google Cloud Adds OpenAI Models and Codex Agents to Model Garden
Google Cloud and OpenAI demonstrate the power of collaboration in the AI economy, combining advanced models with enterprise infrastructure to deliver greater flexibility, accessibility, and commercial value.
#1016
Thursday · 5 min
GOOG, AWS, ORCL Blow Past Microsoft on Key AI + Cloud Metrics
Microsoft trails AWS, Google Cloud, and Oracle in AI and cloud growth, despite leading in revenue.
#1013
Wednesday · 2 min
Microsoft Teams AI Security Feature Sparks New Privacy Questions
Microsoft is bringing AI-powered phishing detection to Teams, promising stronger cybersecurity through behavioral analysis while reigniting concerns about privacy, automatic activation, and lessons learned from the Recall controversy.
#1013
November 3 · 14 min
How Concentrix and Workday Are Reinventing HR with AI | Cloud Wars Live
As AI transforms business operations, Concentrix is rethinking talent acquisition, workforce development, and the role of HR in driving innovation.
#1014
November 3 · 5 min
Oracle Skeptics, Just Breathe! 13 Months to Pos. Cash Flow
Oracle's strategy combines aggressive data center expansion, contracted customer demand, and a path to positive cash flow, challenging conventional assumptions about hyperscaler growth and financial risk.
#1012
November 2 · 5 min
Andy Jassy: AWS Heading for Hypergrowth for All of 2027 and 2028
Amazon CEO Andy Jassy projects AWS to hit hypergrowth all throughout 2027 and 2028, as the company makes a remarkable comeback with its growth rates.
#1010
October 30 · 18 min
Bonnie Tinder Reveals What Oracle AI Customers Really Need to Succeed | Cloud Wars Live
As organizations embrace Oracle's AI capabilities, clean data and built-in security are proving essential to reliable predictions, regulatory compliance, and long-term enterprise adoption.
#1011
October 30 · 5 min
Google Cloud Shocker: Growing 3.5x Faster than Microsoft Cloud
Google Cloud's 103% revenue growth dramatically outpaces Microsoft Cloud's 30%, signaling a potentially transformative shift in enterprise AI competition as Google's growth continues to accelerate.
#1009
October 29 · 5 min
Oracle Unleashes AI Innovation Blitz
Oracle's AI World announcements span Google's TPU chips, Snowflake data integration, OpenAI technologies, security innovations, and an unexpected expansion into the media business.
#1007
October 28 · 4 min
AI Account Hijacking: Why Enterprise Security Is Entering a New Era
AI agent security is emerging as a major enterprise challenge as Microsoft strengthens its defenses against breaches, unauthorized access, and the growing financial risks of hijacked AI accounts.
#1008
October 28 · 3 min
Microsoft Maia 300: Could Its New AI Chip Challenge NVIDIA?
Microsoft's Maia 300 announcement reveals ambitious multi-gigawatt Azure deployment plans for 2027, highlighting the company's determination to build a more vertically integrated AI business.
#1004
October 27 · 4 min
Nscale’s $103.4 Billion AI Data Center Backlog Raises Questions About Execution and Risk
Nscale’s massive AI data center backlog contrasts with its reported revenue and losses, raising questions about financing, hardware availability, and the risks of scaling AI infrastructure.
#1005
October 27 · 4 min
Oracle Challenge: Sustain Growth, Innovation Amid Debt Controversy
Oracle enters AI World with extraordinary cloud momentum and a $664 billion backlog, but mounting debt concerns and questions about Larry Ellison's visibility could complicate its growth story.
#1003
October 26 · 3 min
SAP’s Christian Klein: Why AI Is Accelerating Customer Migration to Cloud
Christian Klein's AI-driven strategy is helping SAP outperform enterprise application competitors by combining unified business data, faster cloud migrations, and an unwavering focus on customer success.
#1001
October 23 · 3 min
AI Coding Squads: How GitHub Copilot and Claude Code Are Transforming Software Development
AI coding squads are reshaping software development as GitHub Copilot and Claude Code move beyond individual assistants toward collaborative agent teams that share tasks, communicate, and deliver higher-quality results.
#1000
October 23 · 20 min
AWS VP G2 Krishnamoorthy on the Future of Databases and Agentic AI | Cloud Wars Live
AWS is strengthening agentic AI security through identity controls, authorization, auditability, and governance frameworks designed to support trusted autonomous business processes.
#998
October 22 · 18 min
Gary Miller on Oracle's AI Transformation Strategy | Cloud Wars Live
Oracle's enterprise AI strategy emphasizes measurable business outcomes, scalable agentic innovation, and stronger customer partnerships as organizations accelerate AI adoption while managing costs and security.
#999
October 22 · 4 min
SAP Rocks Q3: Cloud Rev. + Backlog Accelerate as AI Kicks In
SAP's remarkable Q3 performance challenges skeptics as Christian Klein's cloud and AI strategy delivers accelerating revenue growth and increasingly strong competitive positioning.

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