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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!

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.

Screenshot from Cloud Wars Minute episode on AWS
Cloud

Cloud Wars Minute: Amazon Goes Big on ML, Industry Clouds

By Bob EvansNovember 4, 2021

According to Amazon CFO Brian Olsavsky, AWS is moving into the market for Industry Clouds with a specific focus on machine learning.

AWS Outgrows Microsoft
Cloud

Cloud Wars Minute: AWS Outgrows Microsoft!

By Bob EvansNovember 2, 2021

On today’s Cloud Wars Minute, Bob discusses the tremendous trajectory for AWS who outpaced Microsoft in Q2 and Q3 growth.

Screengrab from Cloud Wars Minute video
Cloud

Alphabet CEO Sundar Pichai Praises Google Cloud Industry Focus

By Bob EvansOctober 28, 2021

On Alphabet’s Q3 earnings call, CEO Sundar Pichai noted that “industry-value propositions” are driving huge growth within Google Cloud.

Screenshot from Cloud Wars Minute video on Microsoft Cloud
Cloud

Four Killer Cloud Revenue Numbers from Microsoft Fiscal Q1

By Bob EvansOctober 27, 2021

One of the mind-boggling things about Microsoft Cloud businesses is that both its revenue AND growth rates rose in Q1 (as per usual).

Screengrab from Cloud Wars Minute video on Snowflake and IBM
Cloud

Snowflake Moves to #9 on Cloud Wars Top 10, IBM Falls to #10

By Bob EvansOctober 26, 2021

Based on growth trends and market impact, Snowflake has leapfrogged IBM to take the #9 spot in the Cloud Wars Top 10 rankings.

Screengrab from Cloud Wars Minute video on IBM
Cloud

IBM Falls Short in Q3 Cloud Revenue Growth, but Global Business Services Up 37%

By Bob EvansOctober 21, 2021

I really flubbed my prediction for IBM Q3 cloud revenue growth. Let’s look at what’s going on within IBM Cloud’s various business units.

Screengrab from Cloud Wars Minute episode on Q3 cloud revenue
Cloud

Microsoft, AWS, Google Cloud & IBM Could Hit $50B in Q3 Cloud Revenue

By Bob EvansOctober 20, 2021

Bob Evans predicts that we’ll see $50 billion in Q3 cloud revenue from just 4 vendors, Microsoft, Amazon AWS, Google Cloud & IBM.

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Featured Story

Oracle Q2 Growth Slips to 25%; Ellison Says Demand is 'Over the Moon'

3 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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