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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#973
October 1 · 3 min
Why AI-Driven Layoffs Could Backfire as Companies Race to Rehire Talent
Organizations pursuing AI-driven layoffs could eventually face expensive rehiring needs while competitors that reinvest in employees use AI to accelerate productivity and growth.
#974
October 1 · 5 min
Hottest AI/Cloud Vendors: #1 Palantir, #2 Google Cloud, #3 Oracle
Palantir leads the Cloud Wars Top 10 with 93% growth as Google Cloud, Oracle, and AWS surge and AI platforms drive extraordinary enterprise demand.
#971
September 30 · 2 min
Microsoft Work IQ Could Cut AI Token Usage by 80%
Work IQ highlights Microsoft's growing effort to turn its enormous reservoir of enterprise context into a powerful asset for more efficient AI agents.
#971
September 30 · 2 min
Why Microsoft’s Growing AI Agent Ecosystem Could Make Work IQ More Valuable
Work IQ represents a potentially important evolution in enterprise AI, moving personalization beyond emails and documents toward a deeper understanding of organizational context.
#970
September 29 · 5 min
Sam Altman’s Bizarre Comments on AI Safety Will Not Help OpenAI
Sam Altman's Dreamforce conversation with Mark Benioff offers a revealing look at OpenAI's thinking around AI safety, security, industry regulation, and corporate responsibility.
#969
September 28 · 6 min
Salesforce, Dreamforce, + AI: 5 Big Takeaways
Mark Benioff's conversation with Sam Altman capped a Dreamforce that positioned Salesforce as an increasingly prominent voice in the wider global AI debate.
#967
September 25 · 1 min
Workday Moves Toward Agentic Contract Lifecycle Management With New Workflow Agent
Workday is expanding agentic AI across the contract lifecycle with a new Contract Workflow Agent designed to automate manual work and connect contract tasks with broader business workflows.
#966
September 24 · 2 min
Microsoft’s Massive AI Infrastructure Build-Out Signals What Comes Next
Microsoft plans to more than triple data center capacity to 38 gigawatts by 2032, highlighting the extraordinary infrastructure build-out required to meet soaring AI compute demand.
#965
September 23 · 2 min
Microsoft Launches Dynamics 365 Activate for AI-Powered Salesforce Migrations
Microsoft is targeting CRM vendor lock-in with Dynamics 365 Activate, an AI-powered migration tool designed to make moving from Salesforce faster, simpler, and less risky.
#963
September 22 · 1 min
Salesforce, Listen Labs, and the Push Toward Autonomous AI Agents
Salesforce is reportedly considering a nearly $2 billion acquisition of Listen Labs, potentially bringing AI-powered customer research and deeper context into its Agentforce ecosystem.
#962
September 21 · 5 min
Salesforce Adds AIforce Plus Google Cloud, AWS, Nvidia, and More
CEO Marc Benioff explained in his Dreamforce keynote how Salesforce unlocks value for customers beyond its AIforce through extended partnerships.
#961
September 18 · 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
September 18 · 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
September 17 · 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
September 17 · 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
September 16 · 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
September 16 · 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
September 15 · 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.

Showing 21–40 of 84 episodes