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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!

Screengrab from video on Q4 cloud growth
Cloud

Cloud Wars Minute: Q4 Growth Spurt Among the Top 10 Reflects Growing Cloud Demand

By Bob EvansFebruary 9, 2022

Cloud revenue growth exploded across the Top 10 vendors in Q4, which conveys important truths about the present & future business world.

Screengrab from Cloud Wars Minute video on Microsoft and AWS growth rate competition
Cloud

Cloud Wars Minute: AWS Spanks Microsoft with Higher Growth Rate for 3 Straight Quarters

By Bob EvansFebruary 7, 2022

For the last 3 quarters, the growth rate for AWS jumped, and the company is now in hypergrowth range at 40%. How might Microsoft respond?

Screengrab from video about ServiceNow revenue goals
Cloud

Cloud Wars Minute: Bill McDermott’s Plan to Get ServiceNow to $15 Billion in Revenue

By Bob EvansFebruary 4, 2022

ServiceNow had a great quarter, as market forces are starting to support the company’s arc towards $15 billion in revenue.

Screengrab from video episode on Google Cloud and Sundar Pichai
Cloud

Cloud Wars Minute: Google Cloud is Showing Us the Money, Says Sundar Pichai

By Bob EvansFebruary 3, 2022

On the recent Alphabet earnings call, CEO Sundar Pichai said that Google Cloud’s $1-billion deals increased 65% year over year.

Screengrab from Cloud Wars Minute episode on SAP Rise customers
Cloud

Cloud Wars Minute: SAP RISE Hits 1,000+ Customers & More Q4 Wins

By Bob EvansFebruary 2, 2022

The good news from SAP continues! We learned on its Q4 earnings call that the game-changing RISE with SAP program now has 1,000+ customers.

screengrab from video on Microsoft and the Metaverse
Cloud

Cloud Wars Minute: How Microsoft Will Influence the Metaverse & Vice Versa

By Bob EvansFebruary 1, 2022

This metaverse thing is here, and Microsoft is helping to shape it. Check out Acceleration Economy’s new My Metaverse Minute channel.

Screengrab from video about SAP RISE program and CEO Christian Klein
Cloud

Cloud Wars Minute: RISE with SAP is “Blockbuster Success,” Says CEO Christian Klein

By Bob EvansJanuary 28, 2022

One of the highlights of SAP’s excellent Q4 numbers was the RISE with SAP program, a brilliant new idea from the company amid the pandemic.

Screenshot from Cloud Wars Minute episode on Microsoft and SAP partnership
Cloud

Cloud Wars Minute: Microsoft & SAP Partnership Faces Challenge as Dynamics 365 Grows

By Bob EvansJanuary 27, 2022

Microsoft D365 is the fastest growing set of enterprise apps. What does this mean for MSFT’s long-standing & productive partnership with SAP?

Screengrab from Cloud Wars Minute video on Microsoft reimagine work
Cloud

Cloud Wars Minute: Microsoft Wants to “Reimagine Everyday Work & Life”

By Bob EvansJanuary 26, 2022

As Microsoft releases fiscal-Q2 earnings, CEO Satya Nadella declares intention to “help people reimagine everyday work and life.”

Screengrab from Cloud Wars Minute episode on IBM healthcare data
Cloud

Cloud Wars Minute: After Selling its Healthcare Data Biz, What’s Going on at IBM?

By Bob EvansJanuary 25, 2022

Stymied by its decision to sell its healthcare data assets, Bob looked into other parts the IBM portfolio that could have been sold instead.

Screengrab from Cloud Wars Minute episode on Microsoft and Activision
Cloud Wars Minute

Microsoft Acquires Activision, Disruption Ahead!

By Bob EvansJanuary 19, 2022

Microsoft acquiring Activision will accelerate disruption when it comes to merging the digital & physical worlds (yes, the #metaverse).

SAP's Comeback
Cloud

Cloud Wars Minute: SAP’s Extraordinary Comeback

By Bob EvansJanuary 18, 2022

In this Cloud Wars Minute, Bob Evans covers SAP’s comeback as the company reports its Q4 cloud results and future outlook.

Screengrab from Cloud Wars Minute episode on data growth
Cloud

Cloud Wars Minute: Get Ready for 1 Million Times More Data!

By John FoleyJanuary 13, 2022

25 years ago, a terabyte was a lot of data. Today, we’re talking exabytes—a million times larger. Watch Cloud Wars Minute for more.

Screengrab from Cloud Wars Minute episode on cloud wars top 10 2022 revenue
Cloud

Cloud Wars Minute: Top 10 to Hit $317 Billion in Cloud Revenue in 2022

By Bob EvansJanuary 12, 2022

Watch to hear Bob Evans’ predictions for each Cloud Wars Top 10 vendor’s calendar 2022 cloud revenue total and growth rate.

Screengrab from Cloud Wars Minute episode on AI and the Cloud Wars Top 10
Cloud

Cloud Wars Minute: The Impact of AI on the Cloud Wars Top 10

By Bob EvansJanuary 11, 2022

What have the Cloud Wars Top 10 vendors been up to when it comes to AI innovation? Acceleration Economy Analyst Aaron Back explains.

Screengrab from Cloud Wars Minute video on Apple valuation
Cloud

Cloud Wars Minute: Microsoft, Google Chase Apple to $3 Trillion Valuation

By Bridget CourneyaJanuary 7, 2022

Apple is the world’s first company with a $3 trillion valuation. Bridget Courneya explains the background & which cloud vendors could be next.

Cloud Database Competitive Landscape
Cloud

Cloud Wars Minute: The Cloud Database Competitive Landscape in 2022

By Bob EvansJanuary 6, 2022

Three groups of providers are pushing innovation across the cloud database competitive landscape; one has unique advantages going into 2022.

Screengrab from Cloud Wars Minute video on cloud revenue in 2021
Cloud

Cloud Wars Minute: Top 10 Cloud Revenue Projections for Calendar 2021

By Bob EvansJanuary 5, 2022

From #1 Microsoft at $80 billion to #10 IBM at $26 billion, Bob Evans shares his projections for the Top 10 vendors’ cloud revenue totals for calendar 2021.

Screengrab from Cloud Wars Minute on Microsoft retail metaverse
Cloud

Cloud Wars Minute: Microsoft Enters the Retail Metaverse

By Bob EvansJanuary 4, 2022

A look into the present and future of the metaverse, with $10 billion in 2021 VC funding and a new retail focused push from Microsoft.

CWM - M&A Oracle and Cerner
Cloud

Cloud Wars Minute: Oracle Buying Cerner for $30B Sparks M&A Frenzy

By Bob EvansDecember 21, 2021

As Oracle looks to acquire Cerner, other major cloud providers falling into an M&A spiral to strengthen their industry cloud presence.

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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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