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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!

Cloud Wars Minute

Why Frank Slootman Is So Bullish on Snowflake’s New CEO

By Bob EvansMarch 7, 2024

Snowflake’s Frank Slootman steps aside as CEO and the company appoints new CEO Sridhar Ramaswamy at a pivotal moment, with the importance of AI increasing rapidly.

Cloud Wars Minute

Google Announces Gemma, a New Generation of Open Models

By Kieron AllenMarch 6, 2024

Google announces its new family of lightweight open models, Gemma, as well as a push for responsible GenAI use.

Bob Evans
Cloud Wars Minute

Marc Benioff Unleashes Salesforce 2.0

By Bob EvansMarch 5, 2024

Salesforce is making a strategic shift towards prioritizing higher margins over growth, which entails a new focus on its identity as a data company and addressing challenges in synergy among its legacy clouds.

Cloud Wars Minute

Q4 Backlog Boom: Workday, Snowflake, Salesforce

By Bob EvansMarch 4, 2024

Recent earnings reports from Workday, Snowflake, and Salesforce show strong future bookings across diverse market positions.

Cloud Wars Minute

ServiceNow Adds GenAI, Network Management for Telco Industry

By Kieron AllenMarch 1, 2024

NVIDIA partnership yields telco-optimized GenAI functionality, while technology acqusition delivers network management and automation for that sector.

Cloud Wars Minute

Driving the Future of Work: A Comprehensive Look at Microsoft’s Work from Car Feature

By Kenny MullicanMarch 1, 2024

Microsoft’s Work From Car (WFC) redefines mobile offices, offering connectivity and productivity enhancements; yet, considerations like Android exclusivity and safety implications cast uncertainty on its broader market influence.

Cloud Wars Minute

Workday’s Future: Aneel Bhusri Outlines 6 Tech Investment Targets

By Bob EvansFebruary 29, 2024

Workday’s co-founder Aneel Bhusri transitions to executive chairman, and cites six key strategic areas, including AI integration, industry-specific solutions, and cybersecurity, as the company aims to double revenue to $15 billion.

Cloud Wars Minute

Oracle Taps AI So Customers Can Analyze Data Using Natural Language

By Kieron AllenFebruary 28, 2024

Oracle makes it easier to analyze database by conversing with Autonomous Database and OCI using natural language and leveraging chat history.

Cloud Wars Minute

Workday: Strong Q4, Total Backlog Rises 27%

By Bob EvansFebruary 27, 2024

Workday’s recent strong fiscal performance includes impressive subscription revenue growth and substantial backlog.

Cloud Wars Minute

Microsoft vs. Amazon: Who’s #1 in Cloud?

By Bob EvansFebruary 26, 2024

There’s a case to be made that Microsoft has become the largest and most influential cloud vendor globally, surpassing AWS.

Cloud Wars Minute

Workday, Snowflake, Salesforce: Q4 Previews

By Bob EvansFebruary 23, 2024

An analysis of the upcoming fiscal Q4 results of Workday, Snowflake, and Salesforce that emphasizes their ability to succeed in the dynamic cloud market.

Cloud Wars Minute

Workday, Insperity to Deliver HR Tech, Services to Small and Medium Businesses

By Kieron AllenFebruary 22, 2024

Workday partners with services provider Insperity to deliver new HR offerings that help small and medium businesses accelerate growth.

Cloud Wars Minute

Salesforce Collaborates With NIST to Effect Safe, Ethical AI

By Kieron AllenFebruary 21, 2024

The cloud software giant joins the National Institute of Standards and Technology’s US AI Safety Institute Consortium as a member of its inaugural class.

Cloud Wars Minute

Cloud and AI Confidence Index Hits $7.79 Trillion

By Bob EvansFebruary 20, 2024

The Cloud Wars Cloud and AI Confidence Index reaches an all-time high, led by Microsoft, Google, and Amazon, which all gained well over $1 trillion in market cap.

Cloud Wars Minute

SAP: Hasso Plattner’s Last Stand

By Bob EvansFebruary 19, 2024

SAP charts a new course in leadership with Hasso Plattner’s strategic choice of Pekka Ala-Pietilä as chairman, who was named after the company parted ways with its chairman-designate.

Cloud Wars Minute

$3 Trillion Market Cap Milestone Reinforces Microsoft’s Commitment to AI

By Kieron AllenFebruary 16, 2024

A major runup in its market cap places Microsoft in elite company, and demonstrates the company placed the right bet when it went all in on AI.

Cloud Wars Minute

Heron in Flight: In Quantum Computing Pivot, IBM Emphasizes Efficiency of Qubits

By Kenny MullicanFebruary 16, 2024

In the realm of quantum computing, IBM shines with milestones that include the Condor processor’s 1,121 qubits and the strategic transition to the Heron processor.

Cloud Wars Minute

Amazon CEO Jassy: Microsoft Not Cloud Provider!

By Bob EvansFebruary 15, 2024

Amazon CEO Andy Jassy’s remarks on cloud providers raise questions about whether the company is evolving in line with customer requirements.

Cloud Wars Minute

Google Cloud Parent Pumping $50B Into Tech Infrastructure

By Bob EvansFebruary 13, 2024

Google Cloud’s making a significant investment of $50 billion in technical infrastructure for the year 2024 to power its AI products and services.

Cloud Wars Minute

SAP Invests $1.1B to Become Leader in Business AI

By Bob EvansFebruary 12, 2024

SAP is investing significantly in AI for future success and reconstituting positions to meet customers’ evolving needs.

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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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