Cloud Wars Live with Bob Evans

Episode

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  AI Infrastructure Spending Hits $2.59 Trillion as Hardware Costs Reshape the Market 18.09.2026 3mnt

  AI infrastructure spending is surging to $2.59 trillion, but rising compute and memory costs are putting pressure on cash flow and forcing hyperscalers to rethink AI investment.
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  Microsoft Brings GPT-6 Astra to Foundry With Enterprise Controls for Agentic AI 18.09.2026 3mnt

  Microsoft is bringing OpenAI’s GPT-6 Astra to Foundry, combining advanced agentic capabilities with enterprise security, compliance, governance, and identity controls.
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  AI CapEx Spending Is Outpacing Cash Flow as Hyperscaler Investment Surges 17.09.2026 3mnt

  AI infrastructure spending is reaching unprecedented levels, but rising CapEx is beginning to outpace cash flow, raising questions about how hyperscalers will fund continued AI investment.
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  Oracle CEO Sicilia Hammers Home "Fusion" of Apps + Agentic AI 17.09.2026 5mnt

  Oracle has been clear in defining where apps end and agents end, with CEO Mike Sicilia driving it home in comments in the Q1 earnings call.
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  AI Model Fatigue Is Emerging as Releases Outpace Enterprise Adoption 16.09.2026 3mnt

  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 1mnt

  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 5mnt

  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 2mnt

  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 4mnt

  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 5mnt

  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 2mnt

  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 3mnt

  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 1mnt

  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 5mnt

  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 5mnt

  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 5mnt
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  CEO Aneel Bhusri: 'This Is Workday's Moment' 31.08.2026 5mnt

  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 3mnt

  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 1mnt

  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 3mnt

  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.