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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

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.

Cloud Wars Minute

SAP Soars to #4 on Cloud Wars Top 10 via Best-in-Class Growth

By Bob EvansJanuary 26, 2026

SAP’s cloud-first pivot delivers record performance, with growth nearly double that of Workday and triple that of Salesforce.

AI and Copilots

Microsoft Banking, Healthcare AI Customers Deliver ROI and Privacy Lessons

By Tom SmithJanuary 23, 2026

BNY, Boston Scientific detail AI initiatives including the value of AI agents as digital employees and approaches to sensitive data protection. They spoke at the Microsoft AI Tour.

Cloud Wars Minute

Salesforce Workspace Leads Spring ’26 Features: Intelligent Hubs & Agent Builders

By Kieron AllenJanuary 23, 2026

In its Spring ’26 release, Salesforce enhances Data 360, introduces intelligent agent tools, and creates a unified seller experience.

AI and Copilots

Truvio’s AI-First Approach to ERP Innovation

By Cam SessingerJanuary 22, 2026

Accounts Payable (AP) has emerged as a prime candidate for finance-grade AI. Discover how Truvio’s ERP-native intelligence is reshaping automation inside Dynamics 365.

Cloud Wars Minute

Microsoft’s Tumble: Deep Cybersecurity Flaws Outweigh Revenue Success

By Bob EvansJanuary 22, 2026

Microsoft drops from #1 to #3 in the Cloud Wars Top 10 as deep cybersecurity failures outweigh record cloud revenue, reshaping the rankings.

Cloud Wars Minute

Microsoft & Anthropic Launch Claude for Healthcare with Advanced AI Tools

By Kieron AllenJanuary 21, 2026

Claude’s integration into Microsoft Foundry allows healthcare organizations to utilize domain-specific tools to streamline operations and improve patient outcomes.

Cloud Wars Minute

Oracle Jumps to #2; CEO Mike Sicilia: ‘Custodians of the Data’

By Bob EvansJanuary 20, 2026

Oracle’s rise to #2 in the Cloud Wars Top 10 rankings is driven by AI innovation, cloud growth, and strong execution from leadership.

AI and Copilots

Microsoft Retail AI Push Includes Checkout in Copilot, Agents That Improve Customer Experience

By Tom SmithJanuary 19, 2026

From checkout functionality integrated into Copilot to personalized shopping to AI automation in store operations, Microsoft delivers a range of AI tools that modernize online retail.

AI and Copilots

AI Agent & Copilot Podcast: Why Value, Not Proofs of Concept, Defines Enterprise AI Success

By John SiefertJanuary 19, 2026

Siefert and Bacon discuss how the AI Agent & Copilot Summit has evolved from introducing AI concepts to focusing on real-world, production-ready use cases that deliver measurable business value across industries.

Cloud Wars Minute

Google Introduces Gemini 3 Flash: Fast, Scalable AI Built for Real-Time Action

By Kieron AllenJanuary 16, 2026

Google expands its Gemini 3 model family with Gemini 3 Flash, a high-speed, cost-efficient AI model designed for low-latency, near real-time processing, multimodal applications, and AI-driven coding.

Cloud Wars Minute

CEO Thomas Kurian on #1 Google Cloud: ‘Understand the Customer’

By Bob EvansJanuary 15, 2026

In the evolving AI economy, Google Cloud has surged to the top of the Cloud Wars rankings by focusing on customer outcomes and transformation, rather than just tech superiority.

AI and Copilots

Microsoft Strengthens Threat Detection for Defender, Agent 365 AI Control Plane

By Tom SmithJanuary 14, 2026

Defender enhancements include services, dedicated engineering resources for proactive and reactive threat defenses, as well as strengthening overall security posture for the AI Era.

Cloud Wars Minute

Satya Nadella Outlines the Next Chapter in AI: Real-World Systems

By Kieron AllenJanuary 14, 2026

The Microsoft CEO urges moving beyond the hype to systemic AI architectures that can scale human ambitions.

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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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