Cloud Wars Live with Bob Evans

Jaksot

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  AI Model Fatigue Is Emerging as Releases Outpace Enterprise Adoption 16.09.2026 3min

  AI model releases are accelerating faster than buyers can adopt them, creating model fatigue and increasing pressure for deeper integration and value.
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  Why OpenAI’s New AI Shutdown Capabilities Could Shape Regulation 16.09.2026 1min

  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.
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  Big Question for Oracle Cloud + AI Business: How High Can It Go? 15.09.2026 5min

  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?
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  OpenAI, Cursor, SpaceX, and the Growing Importance of Trust in AI 14.09.2026 2min

  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.
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  Oracle Q1 Blowout 11.09.2026 4min

  Oracle delivers a blowout Q1 as cloud infrastructure revenue surges 121% and its $664 billion RPO nearly matches Microsoft’s massive backlog.
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  Google Cloud Goes Industry-Specific With Gemini Enterprise: Skills + Data + Agents + Partners 10.09.2026 5min

  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.
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  Microsoft Targets Arabic Enterprise AI Opportunity With HUMAIN Collaboration 09.09.2026 2min

  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.
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  Workday Agentic AI Targets Big, Complex Processes w/Big ROI 08.09.2026 3min

  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.
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  Meta + Microsoft & How the AI Race is Changing 04.09.2026 1min

  Meta’s massive Azure spending shows how AI is reshaping tech competition, with rivals increasingly becoming customers as infrastructure emerges as the new battleground.
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  Has OpenAI's 'AI SuperApp' Turned Into Vaporware? 03.09.2026 5min

  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.
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  ServiceNow Becoming Cybersecurity Powerhouse: McDermott's Grand Plan? 02.09.2026 5min

  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.
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  Marc Benioff Turbocharges Salesforce with Claudeforce + Anthropic 01.09.2026 5min
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  CEO Aneel Bhusri: 'This Is Workday's Moment' 31.08.2026 5min

  With AI run rate approaching $600 million and 5,500 customers using AI solutions, Workday is seeing powerful early evidence that its AI strategy is gaining traction.
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  Microsoft Embraces AI Consumption Pricing as Developer Demand Accelerates 28.08.2026 3min

  Microsoft, Salesforce, and UiPath are taking different approaches to free developer AI capacity as consumption emerges as an increasingly important metric for the enterprise technology industry.
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  Google Cloud and Mahindra Bring Gemini Enterprise AI Directly Into Vehicles 28.08.2026 1min

  Google Cloud and Mahindra are bringing Gemini Enterprise directly into vehicles, demonstrating how AI is moving beyond traditional digital environments and becoming embedded in physical-world endpoints.
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  Microsoft, GitHub, and Anthropic Reshape AI Developer Economics 27.08.2026 3min

  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.
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  Salesforce Q2 Growth Slips But New AI Products Plus Big Anthropic Deal Point to Future Acceleration 27.08.2026 4min

  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.
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  Agentic AI Is Transforming the Economics of Token Consumption 26.08.2026 3min

  AI tokens are getting dramatically cheaper, but agentic reasoning is consuming far more of them, creating a surprising new challenge for enterprise AI economics.
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  Workday Joins NVIDIA, Microsoft and IBM in Open Secure AI Alliance 26.08.2026 2min

  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.
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  Power Pair: Google Cloud + Oracle Share Crown Jewels for AI Transformation 25.08.2026 5min

  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.