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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

ServiceNow Partners with SENAI-SP to Launch AI Skills Training Program in Brazil

By Kieron AllenSeptember 3, 2025

ServiceNow and SENAI-SP partner to train hundreds in AI, automation, and low-code skills in Brazil by 2026 — part of a global goal to upskill 3 million people by 2027.

Cloud Wars Minute

Snowflake Grows 32% on Analytics and AI but Competition Intensifies

By Bob EvansSeptember 2, 2025

Snowflake’s Q2 report shows a 32% jump in revenue and rising AI focus, with 25% of customer use cases AI-driven. Ramaswamy warns of intensifying competition from Databricks, Palantir, and the cloud giants.

Cloud Wars Minute

Meta and Google Cloud Sign Six-Year, $10 Billion Partnership

By Kieron AllenAugust 29, 2025

Meta’s new multi-billion-dollar partnership with Google Cloud showcases the intensifying demand for AI infrastructure across hyperscalers.

Cloud Wars Minute

Palantir Goes to the Moon! $1B, + 48%

By Bob EvansAugust 28, 2025

Palantir achieved 93% growth in U.S. commercial sales and crossed $1B in revenue.

Cloud Wars Minute

Oracle to Power Texas Data Center with Gas Generators Amid AI Surge

By Kieron AllenAugust 27, 2025

Oracle and Vantage are developing a 1.4GW data center in Texas, bypassing traditional grid delays with gas generators.

Cloud Wars Minute

Workday Strong Q2 Spurred by AI: 10 Factors

By Bob EvansAugust 26, 2025

Workday reported strong Q2 growth driven by widespread adoption of its AI solutions, expansion into mid-market and government sectors, partner contributions, and new global initiatives.

Cloud Wars Minute

SAP Bets Big on AI Hiring with SmartRecruiters Acquisition

By Kieron AllenAugust 25, 2025

SAP’s planned acquisition of SmartRecruiters adds AI-driven capabilities to its HCM suite, streamlining the entire candidate lifecycle.

Cloud Wars Minute

AI and Cloud Drive Oracle’s Next-Gen Electronic Health Record System

By Kieron AllenAugust 22, 2025

Oracle launches a next-gen, AI-powered cloud-based EHR for ambulatory care, streamlining workflows with voice-first technology, personalized insights, and smart agents to empower clinicians and reduce administrative burdens.

Cloud Wars Minute

AWS, Microsoft, Google, Oracle Daily CapEx Spending Hits $1 Billion!

By Bob EvansAugust 21, 2025

Cloud hyperscalers including AWS, Microsoft, Google and Oracle spent nearly $1 billion per day in Q2 2025 on AI infrastructure to meet unprecedented demand, signaling a long-term transformative shift toward AI-powered enterprise.

Cloud Wars Minute

AWS Grants $1B in Credits to U.S. Government to Accelerate Cloud and AI Adoption

By Kieron AllenAugust 20, 2025

Federal cloud adoption is getting a huge push with AWS credits, amid broader tech partnerships aiming to overhaul outdated government IT systems.

Cloud Wars Minute

Oracle + Google Cloud: ‘Multi-AI’ Partnership, Brilliant + Transformative

By Bob EvansAugust 19, 2025

Oracle and Google Cloud have partnered to bring Gemini AI to Oracle Cloud Infrastructure (OCI), signaling a major shift in tech rivalries and boosting customer value through mult-icloud innovation.

Cloud Wars Minute

Dear Andy Jassy: Your Microsoft Numbers Are Full of Holes

By Bob EvansAugust 18, 2025

Despite strong revenue growth, AWS’s positioning in its latest earnings call drew scrutiny, especially when comparing its performance to Microsoft and other hyperscalers, whose cloud businesses are accelerating more rapidly.

Cloud Wars Minute

Say Goodbye to AI Hallucinations: AWS Unveils New Accuracy Tools

By Kieron AllenAugust 15, 2025

AWS combats the rising issue of AI-generated misinformation with a robust policy built on formal verification, setting a new industry benchmark for accuracy.

Cloud Wars Minute

Nadella Explains: What Made Azure Soar in Microsoft Big Q4

By Bob EvansAugust 14, 2025

In Q4, Microsoft Azure hit $19B, growing 39% YoY. CEO Satya Nadella cited three drivers: on-prem to cloud migrations, AI workload growth, and rapid scaling of cloud-native e-commerce apps.

Cloud Wars Minute

Snowflake Ventures & Capital One Back Hightouch to Advance Agentic AI in Marketing

By Kieron AllenAugust 13, 2025

Snowflake Ventures and Capital One Ventures invest in Hightouch to drive innovation in agentic AI for personalized marketing, leveraging Snowflake’s Data Cloud with security and governance at its core.

Cloud Wars Minute

Larry Ellison’s $100B Deal With OpenAI: Biggest Tech Contract Ever?

By Bob EvansAugust 12, 2025

The AI Revolution accelerates as OpenAI selects Oracle over Microsoft for a $100B cloud deal, fueling speculation about the future of AI infrastructure and competitive positioning in the Cloud Wars Top 10.

Cloud Wars Minute

Satya Nadella to Competitors: ‘Microsoft Is #1; You Can All Fight for Runner-Up’

By Bob EvansAugust 11, 2025

Satya Nadella touts Microsoft’s Q4 cloud dominance, declaring MSFT #1 and challenging Google, Oracle, and AWS to compete for second place.

Cloud Wars Minute

IBM Data Breach Report Exposes AI Governance Gaps

By Kieron AllenAugust 8, 2025

IBM’s latest report warns that as AI adoption accelerates, inadequate security and governance are leaving organizations vulnerable to costly breaches, urging businesses to prioritize AI safeguards alongside innovation.

Cloud Wars Minute

AI Hyperscaler Race: Sprinting — Microsoft, Google, Oracle; Strolling — AWS

By Bob EvansAugust 7, 2025

Microsoft, Google Cloud, and Oracle are accelerating cloud growth and capturing more AI-driven business, while AWS lags behind in both pace and market share gains.

Cloud Wars Minute

Inside the Google Cloud–ServiceNow $1.2 Billion Partnership

By Kieron AllenAugust 5, 2025

Cloud infrastructure deals like ServiceNow’s $4.8 billion pledge underline the sector’s massive financial impact.

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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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