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.

Play

Open in

94 episodes
Avg 5 min
English

Episodes 94

Newest Oldest Longest

All20 Unplayed20 In progress0 Played0

Counted on this page — what you have heard stays on this device, so it is not something the list can be paged by.

#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.
#937
August 27 · 4 min
Salesforce Q2 Growth Slips But New AI Products Plus Big Anthropic Deal Point to Future Acceleration
Marc Benioff’s Salesforce is betting that combining Anthropic’s AI momentum with its massive enterprise presence can unlock new opportunities for customers and accelerate its AI strategy.
#934
August 26 · 3 min
Agentic AI Is Transforming the Economics of Token Consumption
AI tokens are getting dramatically cheaper, but agentic reasoning is consuming far more of them, creating a surprising new challenge for enterprise AI economics.
#935
August 26 · 2 min
Workday Joins NVIDIA, Microsoft and IBM in Open Secure AI Alliance
AI security is becoming an ecosystem problem, and Workday is joining forces with major technology companies to share knowledge and strengthen protections across enterprise AI.
#932
August 25 · 5 min
Power Pair: Google Cloud + Oracle Share Crown Jewels for AI Transformation
Google Cloud and Oracle are emerging as an AI power pair, combining Gemini, Fusion applications, and Oracle AI Database to help customers accelerate enterprise AI transformation.
#931
August 24 · 2 min
Maia 300 Could Give Microsoft Azure a Major AI Infrastructure Advantage
In today's Cloud Wars Minute, I explore how Microsoft could scale Maia 300 production beyond one million chips as it expands its custom silicon strategy.
#930
August 21 · 1 min
Google Cloud Powers Mirendil Frontier AI Research With TPUs and NVIDIA GPUs
Visit Cloud Wars for more.
#926
August 20 · 33 min
Palantir’s Chad Wahlquist on Why Business Outcomes Are the Real AI Benchmark
Palantir’s rapid growth reflects an enterprise AI strategy centered on measurable customer outcomes, operational transformation, sovereignty, and deep long-term partnerships.
#929
August 20 · 1 min
The Palantir Phenomenon: Inside Its Big Q2 Growth
In today's Cloud Wars Minute, I dig into Palantir’s 93% growth and the customer demand behind its remarkable momentum.
#928
August 19 · 1 min
Pentagon Approves Salesforce AI Agents for Sensitive Unclassified Missions
In today's Cloud Wars Minute, I look at how Salesforce AI agents are making the jump from advising the Pentagon to autonomously executing tasks.
#925
August 18 · 18 min
Handshake CEO Garrett Lord on Why Fine-Tuning Shouldn’t Be Your First AI Move
Enterprise AI's next breakthrough will come from evaluating agents against real business workflows and continuously improving their performance with proprietary organizational knowledge.
#923
August 17 · 3 min
Agentic Reasoning Loops Could Drive a 17x Increase in AI Token Consumption
Agentic reasoning loops promise better AI answers, but could dramatically increase token consumption and costs as enterprise adoption grows.
#924
August 17 · 5 min
Palantir CEO Karp: 3 Simple Steps to Software Revolution
Palantir CEO Alex Karp is challenging traditional enterprise software with an approach that prioritizes customer data control, streamlined selling, and outcomes-based compensation.
#922
August 14 · 2 min
Why Oracle’s Google Gemini Deal Strengthens Its Enterprise AI Strategy
Oracle is expanding its Google Cloud partnership by bringing Gemini models across its enterprise AI portfolio, strengthening its flexible, multi-model approach to enterprise AI.
#920
August 13 · 3 min
AI’s Shift to Forward Deployment Engineering Signals a New Enterprise Skillset
AI vendors are increasingly turning to forward deployment engineers as enterprises struggle to move AI pilots into production and consumption-based models grow.
#919
August 13 · 5 min
ServiceNow Focuses on Control Tower + Security: McDermott Wants to Help CEOs Sleep at Night
Bill McDermott is combining ServiceNow’s AI Control Tower, cybersecurity, and governance capabilities to give CEOs greater certainty and control as enterprise AI creates unprecedented risk and complexity.
#917
August 12 · 18 min
Manish Sood: SAP and Reltio Can Turn Data Into AI Advantage
Enterprise AI success increasingly depends on trusted, interoperable data that connects existing technology investments with autonomous processes and next-generation business models.
#918
August 12 · 1 min
Oracle Wins $7 Billion Pentagon Contract in Major Government Deal
Oracle lands a major 10-year Pentagon contract worth up to $7 billion, strengthening its government credentials while creating a potentially significant stream of recurring revenue.
#915
August 11 · 5 min
Microsoft, Oracle, Google, AWS: $2.3 Trillion Backlog + RPO
Microsoft, Oracle, Google Cloud, and AWS have amassed $2.3 trillion in contracted backlog, underscoring unprecedented demand across the booming cloud and AI economy.
#914
August 10 · 5 min
Winning the Future: Google Cloud Beats AWS, Ties Microsoft Cl.
Google Cloud delivered standout Q2 momentum, adding as much new quarterly revenue as Microsoft and more than AWS despite operating from a significantly smaller revenue base.

Showing 61–80 of 94 episodes