Cloud Wars Live with Bob Evans
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.
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?
Sep 15
5 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.
Sep 14
2 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.
Sep 11
4 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.
Sep 10
5 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.
Sep 9
2 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.
Sep 8
3 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.
Sep 4
1 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.
Sep 3
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.
Sep 2
5 min
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