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 eve...
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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...
Episodes
20 of 714 episodesOpenAI, 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 th...
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...
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, da...
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 enterpri...
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 di...
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 emer...
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 wh...
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 comp...
Marc Benioff Turbocharges Salesforce with Claudeforce + Anthropic
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CEO Aneel Bhusri: 'This Is Workday's Moment'
With AI run rate approaching $600 million and 5,500 customers using AI solutions, Workday is seeing powerful early evidence that its AI stra...
Microsoft Embraces AI Consumption Pricing as Developer Demand Accelerates
Microsoft, Salesforce, and UiPath are taking different approaches to free developer AI capacity as consumption emerges as an increasingly im...
Google Cloud and Mahindra Bring Gemini Enterprise AI Directly Into Vehicles
Google Cloud and Mahindra are bringing Gemini Enterprise directly into vehicles, demonstrating how AI is moving beyond traditional digital e...
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, tes...
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 opportunitie...
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 ent...
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 strengthe...
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 ac...
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 sili...
Google Cloud Powers Mirendil Frontier AI Research With TPUs and NVIDIA GPUs
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