Cloud Wars Live with Bob Evans

Епизоди

• 
  Workday Moves Toward Agentic Contract Lifecycle Management With New Workflow Agent 25.09.2026 1мин

  Workday is expanding agentic AI across the contract lifecycle with a new Contract Workflow Agent designed to automate manual work and connect contract tasks with broader business workflows.
• 
  Microsoft’s Massive AI Infrastructure Build-Out Signals What Comes Next 24.09.2026 2мин

  Microsoft plans to more than triple data center capacity to 38 gigawatts by 2032, highlighting the extraordinary infrastructure build-out required to meet soaring AI compute demand.
• 
  Microsoft Launches Dynamics 365 Activate for AI-Powered Salesforce Migrations 23.09.2026 2мин

  Microsoft is targeting CRM vendor lock-in with Dynamics 365 Activate, an AI-powered migration tool designed to make moving from Salesforce faster, simpler, and less risky.
• 
  Salesforce, Listen Labs, and the Push Toward Autonomous AI Agents 22.09.2026 1мин

  Salesforce is reportedly considering a nearly $2 billion acquisition of Listen Labs, potentially bringing AI-powered customer research and deeper context into its Agentforce ecosystem.
• 
  Salesforce Adds AIforce Plus Google Cloud, AWS, Nvidia, and More 21.09.2026 5мин

  CEO Marc Benioff explained in his Dreamforce keynote how Salesforce unlocks value for customers beyond its AIforce through extended partnerships.
• 
  AI Infrastructure Spending Hits $2.59 Trillion as Hardware Costs Reshape the Market 18.09.2026 3мин

  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.
• 
  Microsoft Brings GPT-6 Astra to Foundry With Enterprise Controls for Agentic AI 18.09.2026 3мин

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

  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.
• 
  Oracle CEO Sicilia Hammers Home "Fusion" of Apps + Agentic AI 17.09.2026 5мин

  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.
• 
  AI Model Fatigue Is Emerging as Releases Outpace Enterprise Adoption 16.09.2026 3мин

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

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

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

  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.
• 
  Oracle Q1 Blowout 11.09.2026 4мин

  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 10.09.2026 5мин

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

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

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

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

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

  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.