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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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Cloud Wars Minute

“You give us three minutes and we will give you unique insights on the greatest growth market the world has ever known!“

Bob Evans-Circle

Bob Evans

Welcome to the Cloud Wars Minute!

I am your host, Bob Evans. Here you will see a full library of our daily news and commentary show from Cloud Wars that shares insights and perspective around the “re-imagination machine” that is the Cloud!

AI and Copilots

How Truvio Is Uniting ISVs, AI, and Expertise for Dynamics 365

By John SiefertFebruary 11, 2026

Truvio leaders Joakim Alm and Aynsley Keller describe the launch of the new brand and what the impact will be for customers and partners.

Cloud Wars Minute

Microsoft Report Reveals the New Rules of AI Data Protection

By Kieron AllenFebruary 11, 2026

AI innovation is outpacing security readiness, and new data shows why governance and unified security approaches are now mission-critical.

Cloud Wars Minute

Microsoft Misses: Beaten by Google, AWS in Key Q4 Metric Growth

By Bob EvansFebruary 10, 2026

Google Cloud’s explosive Q4 growth surpassed Microsoft in incremental revenue, signaling a major shift in customer cloud spending and reshaping the Cloud Wars Top 10 rankings.

Cloud Wars Minute

AWS Strong Q4, But Falling Farther Behind Google, Microsoft

By Bob EvansFebruary 9, 2026

AWS posted its best quarter in years, yet still ranks third behind Google Cloud and Microsoft in growth momentum.

AI and Copilots

Security Leaders Ramp Up Agentic Use Cases – While Protecting Against Shadow AI

By Tom SmithFebruary 6, 2026

Microsoft research finds more than 80% of security leaders say they’ll use GenAI in data security, and they’re building a series of agentic AI use cases to protect against rogue AI risks.

Cloud Wars Minute

Salesforce Takes On Agent Sprawl With MuleSoft Agent Fabric

By Kieron AllenFebruary 6, 2026

With AI agents multiplying rapidly, Salesforce positions MuleSoft Agent Fabric as a critical defense against shadow AI and wasted investment.

AI and Copilots

AI Agent and Copilot Podcast: Okta Exec Explains How Protocol Update Strengthens MCP Security

By Tom SmithFebruary 5, 2026

Cross App Access, being added as a core part of the MCP specification, allows centralized management of user entitlements, closing a gap that currently exists with some MCP servers.

Cloud Wars Minute

Google Cloud Q4: 48% Growth and Tops Microsoft in Key Metrics

By Bob EvansFebruary 5, 2026

Google Cloud’s Q4 surge confirms its rise to #1 in Cloud Wars, outpacing Microsoft in growth, momentum, and future-focused AI strategy.

Cloud Wars Minute

Microsoft Brings Copilot Studio Agents Directly Into Visual Studio Code

By Kieron AllenFebruary 4, 2026

The Copilot Studio extension integrates seamlessly into VS Code, bringing AI agent development into developers’ existing workflows.

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 70%, Q1 Guidance, 73%

By Bob EvansFebruary 3, 2026

Palantir stuns the market with 70% Q4 growth and accelerating momentum, signaling a powerful new model for the AI-driven enterprise economy.

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.

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

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 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.

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.

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Featured Story

Oracle Q2 Growth Slips to 25%; Ellison Says Demand is 'Over the Moon'

2 years ago
While Oracle's cloud growth rate has come back to earth, executives cite "astronomical" demand for infrastructure and generative AI, and the growth figure is likely to be an aberration.
Read More »

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