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 boom...
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Cloud Wars Live with Bob Evans
After four years as Oracle's Chief Communications Officer, Bob Evans left to start his own company and launched the Cloud Wars franchise, which analyzes the major cloud vendors from the pers...
Cloud Wars Live with Bob Evans Podcast Guide
Listen to Cloud Wars Live with Bob Evans, a Technology podcast by Bob Evans. Stream 683 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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20 of 683 episodesWinning 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 si...
Microsoft Hits 40 Million AI Agents: What It Means for Enterprise AI
AI agents are beginning to outpace Copilot licenses, signaling that organizations are creating increasingly valuable custom automation acros...
Microsoft and Tech Leaders Push Back on Restrictions for Open-Weight AI Models
Microsoft and more than 20 tech companies urge U.S. lawmakers to protect open-weight AI models, arguing openness drives innovation and compe...
Palantir Calls Out AI Labs as Q2 Soars 93%
Palantir's record growth underscores Alex Karp's belief that customer-controlled AI will produce better business outcomes than today's domin...
OpenAI's GPT-5.6 Becomes the Preferred Model in Microsoft 365 Copilot
OpenAI's GPT-5.6 is now the preferred model for Microsoft 365 Copilot, highlighting how AI efficiency is becoming a critical competitive adv...
AWS Awesome Q2 Pushes Microsoft into Slow Lane
AWS delivered its strongest quarter in years, reshuffling hyperscaler growth rankings and intensifying competition with Microsoft and Google...
SAP Q2 Backlog +26% as Ecosystem Becomes Revenue Driver
SAP is approaching a potential $30 billion cloud business as its partner-led strategy continues to outpace traditional enterprise software c...
OpenAI's Consumer Hardware Ambitions Reveal the Next Phase of AI Adoption
A screenless AI companion from OpenAI could redefine smart home technology by combining conversational AI with contextual awareness and adap...
Microsoft Cloud Q4: Growth Slips from Q3, RPO Surges 84%
Microsoft's consistency contrasts sharply with Google's accelerating growth, revealing two very different momentum stories in today's cloud...
Microsoft's AI Sovereignty Model Could Shape the Future of Government AI
Microsoft says AI sovereignty is about maintaining national control while embracing the world's best AI technologies, rather than isolating...
Dear Andy Jassy: Don't Try to Spin Google Cloud Outgrowing AWS By 2X or 2.5X
Google Cloud's 82% growth highlights a dramatic shift in customer demand as Microsoft and AWS prepare to report earnings in a rapidly evolvi...
Google Cloud 390% Backlog Growth: Playing to Win Means Blazing New Trails
Alphabet is embracing massive AI infrastructure investments despite investor backlash, betting that today's spending will secure tomorrow's...
Salesforce Launches MCP Servers to Turn Slack Into an AI Workspace
Salesforce is deepening Slack's role in enterprise AI by allowing users to orchestrate multiple AI agents while maintaining centralized auth...
Google Cloud Q2: Revenue +82%, $24.8B, Backlog +390%, $514B
Explosive Q2 results suggest Google Cloud is outperforming rivals where it matters most—winning new AI business and accelerating faster than...
Microsoft AI in Education Report: Why Responsible AI Is the Next Big Challenge
Microsoft's latest education findings reveal that AI access is no longer the hurdle—effective implementation and structured training are.
Google Cloud + Palantir Growth Rates Show What Enterprises Want from AI
Google Cloud and Palantir are entering Q2 earnings with industry-leading growth, driven by AI-native strategies, customer trust, and differe...
Hottest Vendors: #1 Palantir, #2 Google Cloud, #3 Oracle
Palantir leads the latest Cloud Wars rankings as Bob Evans previews Q2 earnings and explains why cloud and AI remain the world's fastest-gro...
AI Agent & Copilot Podcast: John Siefert and Cedric Wells Discuss AI Leadership, Vibe Coding, and Governance
AI is dramatically accelerating software development, but Cedric Wells argues that organizations must balance rapid innovation with architec...
Salesforce Agentforce Help Agent Introduces Pay-for-Resolution AI Model
Salesforce's latest AI announcement combines autonomous customer support, responsible AI governance, and a pricing model built around delive...