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    • AI and CopilotsWelcome to the Acceleration Economy AI Index, a weekly segment where we cover the most important recent news in AI innovation, funding, and solutions in under 10 minutes. Our goal is to get you up to speed – the same speed AI innovation is taking place nowadays – and prepare you for that upcoming customer call, board meeting, or conversation with your colleague.
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AI and Copilots

Palantir Q4 Growth Explodes to 70%, US Commercial Leads with 137% Surge

Bob EvansFebruary 3, 2026
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Ask Cloud Wars AI Agent

AI, Cloud, Data, and Cybersecurity insights

Welcome to the Cloud Wars Al Agent, where you can ask questions about Al, Cloud, Data, and Cybersecurity and the agent sources private data from 10,000+ reports, article, and podcasts by Bob Evans and the Cloud Wars analysts.

AI and Copilots

AI Agent and Copilot Podcast: Healthcare Leader Embraces Vibe Coding, Production AI Focus at Microsoft AI Tour

Tom SmithFebruary 3, 2026

Latest Cloud and AI Insights

AI’s Infrastructure Boom: Opportunity, Responsibility, and the Race for Sustainable Scale

Microsoft Q2 RPO Jumps 110% to $625B; Minus OpenAI, +28%

AI Agent & Copilot Podcast: Shawn Dorward on Leading Through the Agentic AI Shift

Microsoft’s Tumble: Deep Cybersecurity Flaws Outweigh Revenue Success

See More

AI and Copilots

Palantir Q4 Growth Explodes to 70%, US Commercial Leads with 137% Surge

By Bob EvansFebruary 3, 2026

Q4 results show Palantir achieving 73% revenue growth without expanding its sales force, thanks to an outcome-based pricing model few rivals can match.

AI and Copilots

AI Agent and Copilot Podcast: Healthcare Leader Embraces Vibe Coding, Production AI Focus at Microsoft AI Tour

By Tom SmithFebruary 3, 2026

Paul Swider of RealActivity said demos highlighting Microsoft’s work with NVIDIA gave important insight into AI agent and product development opportunities.

Cloud Wars Minute

Palantir Q4 Stunner: Revenue Surges 73%, Q1 Guidance Also 73%

By Bob EvansFebruary 3, 2026

Palantir stuns the market with 73% Q4 growth and accelerating momentum, signaling a powerful new model for the AI-driven enterprise economy.

Innovation & Leadership

Christian Klein Bets SAP’s Future on AI and Data with 5-Point Growth Plan

By Bob EvansFebruary 2, 2026

SAP outperformed competitors like Oracle and Salesforce, growing its cloud business by 200% more than some rivals.

AI and Copilots

Microsoft Quarterly Report Details Big Customer Wins in Agents, Copilots, and Healthcare

By Tom SmithFebruary 2, 2026

Financial services, government, and education firms all made major Copilot investments, while the Dragon Copilot for healthcare continues to streamline doctor-patient interactions.

AI and Copilots

AI Agent & Copilot Podcast: Marie Wiese on Real-World AI Adoption, Innovation, and the Human Side of Change

By John SiefertFebruary 2, 2026

Marie Wiese notes her excitement around the 2026 AI Agent & Copilot Summit, which will highlight the real-world impacts, human, and change management side of AI.

Cloud Wars Minute

Propelled by Strong Q4, SAP CEO Klein Lays Out 5-Point Growth Plan

By Bob EvansFebruary 2, 2026

SAP’s Q4 results showed powerful cloud momentum, with total cloud backlog up 30% to $88 billion, cloud revenue up 26%, and CEO Christian Klein outlining a five-point growth plan for 2026 and beyond.

AI and Copilots

Microsoft Taps Power of AI To Expand Breadth, Depth of Security Investigations

By Tom SmithJanuary 30, 2026

Search and context input are among AI-powered features being applied to make data security investigations scalable and efficient across corporate data estates.

TMC TMG
Cloud

Two Female-Led Microsoft Partners Join Forces: TMC Acquires TMG

By Cloud WarsJanuary 30, 2026

TMC and TMG join forces to expand ERP and cloud capabilities, supporting customers with modern data, automation, and AI solutions.

Innovation & Leadership

AI’s Infrastructure Boom: Opportunity, Responsibility, and the Race for Sustainable Scale

By Kieron AllenJanuary 30, 2026

The global AI infrastructure build-out is accelerating innovation, jobs, and investment — but its long-term success hinges on how leaders tackle sustainability, energy, and environmental impact.

Cloud

Microsoft Q2 RPO Soars 110%, Led by OpenAI Commitment of $281 Billion

By Bob EvansJanuary 29, 2026

Microsoft’s Q2 future cloud commitments hit $625B, driven by a $281B deal with OpenAI, reflecting massive AI-powered growth.

AI and Copilots

AI-Enhanced Test Automation Raises Productivity and Unlocks Innovation

By Tom SmithJanuary 29, 2026

elevaite365’s AI-powered testing platform reduces time, cost, and risk in Dynamics 365 implementations and upgrades, freeing business users to focus on outcomes.

Cloud Wars Minute

Microsoft Q2 RPO Jumps 110% to $625B; Minus OpenAI, +28%

By Bob EvansJanuary 29, 2026

A deeper look at Microsoft’s fiscal Q2 cloud results, unpacking record RPO growth, the massive OpenAI commitment, and what the headline numbers really mean.

AI and Copilots

Beyond Productivity: How AI + People Drives Lasting Business Value

By Kieron AllenJanuary 28, 2026

According to Workday’s AI study, only 14% of companies consistently get clear results from AI. Investing in people, not just tech, is what truly drives long-term value and productivity.

AI and Copilots

AI Agent & Copilot Podcast: Shawn Dorward on Leading Through the Agentic AI Shift

By John SiefertJanuary 28, 2026

Siefert and Dorward reflect on the industry’s transition from AI curiosity to production, with organizations actively deploying agents, copilots, and data strategies that drive measurable business impact.

Cloud Wars Minute

AWS Enters Europe’s Sovereign Cloud Race as Demand for Digital Independence Grows

By Kieron AllenJanuary 28, 2026

AWS announces general availability of its European Sovereign Cloud, expanding EU-only infrastructure while meeting strict data sovereignty requirements.

Cloud

As Oracle, Microsoft, and SAP Thrive, ‘Legacy’ Becomes Awesome

By Bob EvansJanuary 27, 2026

Once dismissed as outdated, Oracle, Microsoft, and SAP are now cloud and AI growth leaders, occupying top Cloud Wars ranks.

AI and Copilots

How AI-Enhanced Test Automation Is Reshaping Microsoft Dynamics 365 Implementation

By Kieron AllenJanuary 27, 2026

elevaite365 Test Automation introduces adaptive, self-repairing test automation that evolves with Microsoft updates.

Cloud Wars Minute

Oracle, Microsoft, SAP: Why Old-Timers Thrive in Cloud & AI

By Bob EvansJanuary 27, 2026

Oracle, SAP, and Microsoft use decades of experience to lead cloud-driven business transformations.

Cloud

SAP Jumps to #4 on Cloud Wars Top 10 by Outgrowing Competitors by Up To 200%

By Bob EvansJanuary 26, 2026

SAP’s surge to #4 in the Cloud Wars Top 10 reflects breakout growth, a reinvented cloud-first portfolio, and booming customer demand for apps, AI, data, and agents.

AI and Copilots

AI Agent & Copilot Podcast: Microsoft’s Dewain Robinson Defines AI’s Shift from Hype to Business Value

By John SiefertJanuary 26, 2026

Microsoft’s Dewain Robinson shares expectations for the 2026 AI Agent & Copilot Summit and notes how AI has moved from its place in the hype cycle to providing actual business value.

Cloud Wars Minute

SAP Soars to #4 on Cloud Wars Top 10 via Best-in-Class Growth

By Bob EvansJanuary 26, 2026

SAP’s cloud-first pivot delivers record performance, with growth nearly double that of Workday and triple that of Salesforce.

AI and Copilots

Microsoft Banking, Healthcare AI Customers Deliver ROI and Privacy Lessons

By Tom SmithJanuary 23, 2026

BNY, Boston Scientific detail AI initiatives including the value of AI agents as digital employees and approaches to sensitive data protection. They spoke at the Microsoft AI Tour.

AI and Copilots

What Global AI Adoption Data Reveals About the Next Competitive Battleground

By Kieron AllenJanuary 23, 2026

The U.S. trails in global GenAI usage despite its AI development strength, Microsoft reports.

AI and Copilots

5 Reasons Oracle AI Database Drives Great Business Outcomes in the AI Economy

By Bob EvansJanuary 23, 2026

As AI reshapes every industry, Oracle AI Database delivers the speed, scale, and data intelligence businesses need to turn AI into real competitive advantage.

Cloud Wars Minute

Salesforce Workspace Leads Spring ’26 Features: Intelligent Hubs & Agent Builders

By Kieron AllenJanuary 23, 2026

In its Spring ’26 release, Salesforce enhances Data 360, introduces intelligent agent tools, and creates a unified seller experience.

Innovation & Leadership

Becoming Frontier at Microsoft AI Tour NYC: Inside the Agent-First Enterprise

By Maya RockJanuary 22, 2026

Microsoft’s NYC AI Tour keynote explored how businesses can move beyond efficiency to drive creativity and growth through agent-first workflows.

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AI Copilot Podcast

AI Agent and Copilot Podcast: Healthcare Leader Embraces Vibe Coding, Production AI Focus at Microsoft AI Tour

Paul Swider of RealActivity said demos highlighting Microsoft’s work with NVIDIA gave important insight into AI agent and product development opportunities.

Read More »

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