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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!

Bob Evans
Cloud Wars Minute

ServiceNow Jumps to #2 on Fastest-Growing Major Cloud Vendor List

By Bob EvansOctober 31, 2023

ServiceNow’s Q3 performance showcases its ascent in the Cloud Wars, transforming the future of business technology.

Bob Evans
Cloud Wars Minute

Google Cloud Q3: Growth Tumbles to 22% as Pichai Blames ‘Optimization’

By Bob EvansOctober 30, 2023

Google Cloud’s Q3 performance – a 22% growth rate – represents a decline from the previous quarters, specifically from 28% in Q2.

Bob Evans
Cloud Wars Minute

Microsoft Q1 Shockers: Growth Jumps to 24% — Oracle Plays Big Part!

By Bob EvansOctober 26, 2023

Much of Microsoft’s exceptional Q1 results can be attributed to its recent partnership with Oracle, showing the significance of innovative alliances in meeting customer demands for digital and AI capabilities.

Bob Evans
Cloud Wars Minute

Oracle’s Top 2 Rivals, SAP and AWS, Pair Up to Enhance HANA Cloud Database

By Bob EvansOctober 24, 2023

SAP and AWS are collaborating to enhance the HANA Cloud database, potentially aiming to challenge Oracle’s dominance in the database market.

Bob Evans
Cloud Wars Minute

Generative AI Price War? SAP CEO Klein Makes Case for 30% Premium

By Bob EvansOctober 23, 2023

Top cloud companies have evolving generative AI pricing strategies, and SAP’s involves a 30% premium.

Bob Evans
Cloud Wars Minute

SAP Q3 Cloud Revenue Up 23% as Cloud ERP Tops $1B and Jumps 77%

By Bob EvansOctober 19, 2023

SAP’s Q3 results indicate strong growth in cloud-related revenue, with its cloud ERP suite surpassing $1 billion in quarterly revenue for the first time and showing promising future commitments from customers.

Bob Evans
Cloud Wars Minute

Microsoft Healthcare Fix: Only 3% of Hospital Data Used

By Bob EvansOctober 17, 2023

Microsoft aims to address data silos in the healthcare industry to improve patient outcomes and unlock the potential of AI-driven offerings.

Bob Evans
Cloud Wars Minute

Generative AI Goes Vertical: Google Cloud Focuses on Manufacturing, Healthcare

By Bob EvansOctober 16, 2023

Generative AI industry-specific offerings in the cloud industry can enable businesses to transform and create new value for their customers.

Joule CWM
Cloud Wars Minute

‘Joule’ Adds Generative AI Copilot Functionality to Core SAP Applications

By Kieron AllenOctober 13, 2023

With its new copilot, SAP helps customers of its wide range of applications access contextually relevant data in their regular workflows.

Bob Evans
Cloud Wars Minute

SAP’s $27.5B Vision: Expand RISE to Entice On-Prem Customers

By Bob EvansOctober 12, 2023

SAP is expanding its successful RISE program to convince 25,000 of its on-premise customers to transition to the cloud.

SAP Q3 Cloud Revenue
Cloud Wars Minute

SAP Q3 Preview: Cloud Revenue Will Climb 23% to $4.45 Billion

By Bob EvansOctober 10, 2023

SAP will be reporting its Q3 results next week. Will the company achieve the necessary growth rate to fulfill its strategic 3-year plan?

Bob Evans
Cloud Wars Minute

Oracle Grabbing Billion-Dollar Cloud AI Deals Quarterly: Larry Ellison

By Bob EvansOctober 9, 2023

Oracle chairman Larry Ellison reveals Oracle’s confidence in achieving its $65 billion target by 2026, driven by billion-dollar deals in cloud-based AI training and a shift towards country-level engagements, marking a remarkable growth phase in the company’s history.

Bob Evans
Cloud Wars Minute

Q3 Growth Outlook: Microsoft, Google, AWS

By Bob EvansOctober 5, 2023

Projections for the Q3 financial results of major cloud companies, including Microsoft, Google Cloud, and AWS, focusing on their growth rates and the potential shift of AWS into software services.

Bob Evans
Cloud Wars Minute

Workday and AWS Pair Up for AI Developers

By Bob EvansOctober 3, 2023

Workday is partnering with AWS to provide AI services through its platform, accelerating its expansion into the AI ecosystem.

Bob Evans
Cloud Wars Minute

Workday Revs Up GenAI Co-Creation Innovation

By Bob EvansOctober 2, 2023

Workday aims to involve more developers and partners in enhancing GenAI tools while ensuring high standards of responsibility and privacy.

Kieron Allen
Cloud Wars Minute

Microsoft, Paige to Build World’s Largest AI-Powered Cancer Identification Model in Healthcare

By Kieron AllenSeptember 29, 2023

The future of healthcare takes shape as Microsoft and Paige team up on an enormous AI-powered cancer identification model.

Bob Evans
Cloud Wars Minute

Oracle: We’ll Connect With AWS, SFDC, Everybody!

By Bob EvansSeptember 28, 2023

Oracle chairman Larry Ellison discusses the shift towards true multi-cloud environments driven by customer demand and the need for vendors to collaborate.

Kenny Mullican
Cloud Wars Minute

Exploring the AI Chip Market Beyond NVIDIA

By Kenny MullicanSeptember 27, 2023

Discover the emerging players in AI chip technology and their role in shaping the future of artificial intelligence.

Cloud Wars Minute

Hottest Vendors: #1 ORCL, #2 GOOG, #3 NOW

By Bob EvansSeptember 26, 2023

A ranking of the cloud vendors, highlighting Oracle’s top ranking, Microsoft’s exceptional volume, and AWS’ slowing growth.

Bob Evans 8
Cloud Wars Minute

GenAI Price War?: SFDC, NOW, SAP Boost Prices; Oracle Does Not

By Bob EvansSeptember 25, 2023

There are differing pricing strategies among top cloud companies for their GenAI-powered products, with Oracle taking a unified stance against raising prices and offering GenAI capabilities as a standard feature.

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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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