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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 Cloud Wars Minute on Oracle Q2
Cloud

Cloud Wars Minute: After Big Q2, Is Oracle Hotter Than Google Cloud?

By Bob EvansDecember 13, 2021

On its Q2 earnings call, Oracle shared some massive numbers around the company’s Fusion apps and a renewed focus on Industry Cloud.

Screenshot from Cloud Wars Minute video on predictions for 2022
Cloud

Cloud Wars Minute: Four Cloud Industry Predictions for 2022

By Bob EvansDecember 10, 2021

Four predictions for 2022! I’m betting on a BOOM, a POOF, a BANG & that one #cloud leader will hit $100 billion in cloud revenue next year.

Screenshot from Cloud Wars Minute video on the new Ford cloud services
Cloud Wars Minute

The New Cloud: Ford, Rocket Mortgage, Goldman Sachs & More

By Bob EvansDecember 9, 2021

Across various industries, big companies including Ford Motor and Goldman Sachs are helping to create a new model for cloud innovation

Screengrab from Cloud Wars Minute video on the direct-to-consumer revolution
Cloud

Cloud Wars Minute: Snowflake and the Direct-to-Consumer Revolution

By Bob EvansDecember 8, 2021

CEO Frank Slootman says that a trigger behind Snowflake’s massive 110% revenue growth is the revolution in direct-to-consumer business.

screenshot from Cloud Wars Minute video on co-creation and industry clouds
Cloud

Co-Creation and Industry Clouds Are the Next Big Thing in Cloud

By Bob EvansDecember 8, 2021

Cloud vendors and customers are teaming up! The co-creation of new solutions, products and industry clouds will reshape technology overall.

Screengrab from Cloud Wars Minute video on Snowflake and its big Q3 revenue
Cloud

Cloud Wars Minute: Inside the Q3 Revenue Blowout for Snowflake

By Bob EvansDecember 3, 2021

Some important lessons to take away from the recent blowout Q3 for Snowflake, in which the cloud data company’s revenue grew 110%

Screengrab from Cloud Wars Minute episode on Salesforce and Slack workflow
Cloud

The Coming Workflow Rumble Between Salesforce, Slack & ServiceNow

By Bob EvansDecember 2, 2021

ServiceNow has gone pretty unchallenged in the “digital workflow” area—but Marc Benioff seems poised to change that with Salesforce + Slack.

Screenshot from Cloud Wars Minute: Thomas Kurian interview preview
Cloud

Cloud Wars Minute: Google Cloud CEO Thomas Kurian Interview Preview

By Bob EvansNovember 29, 2021

The latest Cloud Wars Live podcast episode is a fresh interview with Google Cloud CEO Thomas Kurian! Check out this quick preview.

Screengrab from Cloud Wars Minute episode on the IBM industry cloud roadmap
Cloud

Cloud Wars Minute: 5 Steps on the IBM Industry Cloud Roadmap

By Bob EvansNovember 23, 2021

How it performs in the market is still to be seen, but IBM under Howard Boville has put together a great roadmap for industry cloud success.

Screengrab from Cloud Wars Minute episode on IBM partnerships with Microsoft and Amazon
Cloud

IBM Pivots to Partnerships with Microsoft, Amazon & Google

By Bob EvansNovember 23, 2021

IBM has declared that it’s not only willing but eager for partnerships w/ the Big 3 cloud infrastructure vendors: Microsoft, Amazon, Google.

Screengrab from Cloud Wars Minute video on Workday and its fiscal-year revenue
Cloud

Cloud Wars Minute: Workday Surges Towards $5B in Fiscal-Year Revenue

By Bob EvansNovember 19, 2021

Based on its Q3 earnings, Workday appears on its way to blow past $5 billion in fiscal-year revenue under CEO Aneel Bhusri.

Cover image from Cloud Wars Minute video
Cloud

Cloud Wars Minute: Market Cap Madness Meets Industry Cloud Intensity

By Bob EvansNovember 18, 2021

Market Cap Madness! Salesforce + Snowflake + Workday = $500 billion in market cap. What do these 3 companies have in common?

Screengrab from Cloud Wars Minute video
Cloud

Cloud Wars Minute: Salesforce Activates Global Sales Org Behind Industry Clouds

By Bob EvansNovember 17, 2021

Industry Cloud Top 10 leader Salesforce is making BIG moves to solidify its powerhouse position in the red-hot market for industry clouds.

Screenshot from Cloud Wars Minute video
Cloud

Cloud Wars Minute: Rumble in the Industry Cloud Market

By Bob EvansNovember 17, 2021

Some of the world’s biggest cloud vendors rumbled yesterday during Industry Cloud Battleground Week, as they compete in the red-hot market.

Screenshot from Cloud Wars Minute video on Industry Cloud Battleground Week
Cloud

Cloud Wars Minute: Industry Cloud Battleground Begins

By Bob EvansNovember 15, 2021

In just a couple hours, you can figure out which Industry Cloud provider (or combo) is right for you. Join Industry Cloud Battleground Week.

Cover image for Cloud Wars Minute on Bill McDermott and hyperautomation
Cloud

Cloud Wars Minute: Bill McDermott Bets on Hyperautomation for ServiceNow

By Bob EvansNovember 12, 2021

Bill McDermott and ServiceNow seem poised to introduce a new, more refined and more strategic initiative around the concept of hyperautomation. This will be an exciting one to watch.

Screenshot from Cloud Wars Minute episode on Q3 cloud revenue growth for Microsoft, AWS, Google Cloud
Cloud

Cloud Wars Minute: Q3 Cloud Revenue Growth for Microsoft, AWS & Google Cloud

By Bob EvansNovember 10, 2021

With each provider growing at at least 36% in Q3, Cloud Wars leaders Microsoft, Amazon and Google Cloud all had great cloud revenue results.

Screenshot from Cloud Wars Minute episode about Satya Nadella
Cloud

Microsoft CEO Satya Nadella: “Digital Technology is a Deflationary Force”

By Bob EvansNovember 10, 2021

On Microsoft’s recent earnings call, Satya Nadella stated that digital technology can be a “deflationary force in an inflationary economy.”

Screenshot from Cloud Wars Minute on Google Cloud and profitability
Cloud

Cloud Wars Minute: Google Cloud on the Path to Profitability

By Bob EvansNovember 5, 2021

Google Cloud will likely hit profitability in 3 or 4 quarters from now, though there are a few complex trends within their revenue numbers.

Screenshot from Cloud Wars Minute episode on Microsoft
Cloud

Cloud Wars Minute: Microsoft Tops Apple as World’s Most Valuable Company

By Bob EvansNovember 4, 2021

A look at how Microsoft overtook Apple as the world’s most valuable company with its current cloud growth and projections for the future.

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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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