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Cloud Wars

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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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AI and Copilots

Workday Empowers Digital Workforce with Agent System of Record and Global Partnerships

Kieron AllenJune 13, 2025
Cloud Wars Minute

AWS Launches MCP Servers to Supercharge AI-Assisted App Development

Kieron AllenJune 13, 2025
Cloud

Oracle Surges on AI Boom as FY26 Cloud Growth to Blow Past 40%

Bob EvansJune 12, 2025

Latest Cloud and AI Insights

AWS Launches MCP Servers to Supercharge AI-Assisted App Development

Cognizant and ServiceNow Unite to Centralize IT, HR, and Customer Service with AI

Oracle’s Safra Catz: ‘Hypergrowth, Here We Come!’

Microsoft-ServiceNow Partnership Focuses on Autonomous Agent Innovation

See More

Cloud

SAP Rides Microsoft Deal to First $2-Billion Cloud Quarter as McDermott Era Ends

By Bob EvansOctober 21, 2019

As SAP reports Q3 cloud-revenue growth of 37% to $2 billion, the Microsoft deal “contributed 18 percentage points to the 39% new cloud bookings growth.”

IBM Q2 cloud-revenue growth
Cloud

IBM Cloud Grows 14% and Drives Sweeping Internal Transformation

By Bob EvansOctober 18, 2019

As IBM transforms itself within the cloud-based digital economy, the Red Hat acquisition has boosted IBM Q3 earnings, with cloud revenue up 14%.

Cloud

Think of Yourself as the Chief Process Person | Sadin on Digital

By Cloud Wars LiveOctober 16, 2019

Stream a new episode of Cloud Wars Live, with Wayne Sadin talking about the CIO role and how it’s changed. CIOs should really be the Chief Process Person.

Cloud

Machine Learning More Disruptive than Cloud, Says Workday CEO Aneel Bhusri

By Bob EvansOctober 16, 2019

At Workday Rising, CEO and longtime cloud evangelist Aneel Bhusri said machine learning will become even more disruptive than cloud computing.

Cloud

Archrivals Oracle and Workday Agree on One Thing: SaaS Market Booming

By Bob EvansOctober 15, 2019

There’s no love lost between Oracle and Workday. But both Larry Ellison and Aneel Bhusri are talking a lot about large orgs’ growing appetite for SaaS apps.

Cloud

Workday Faces 3 Key Questions as $4-Billion Run Rate Looms

By Bob EvansOctober 14, 2019

With Workday Rising opening today, let’s preview 3 key questions Workday faces as it embarks on a journey toward becoming a $10-billion global powerhouse.

Cloud

How Bill McDermott Rescued SAP in its Darkest Hour: Courageous Leadership

By Bob EvansOctober 11, 2019

Bill McDermott is stepping down as co-CEO of SAP. As someone who worked at SAP in 2011, I experienced McDermott’s courageous leadership firsthand.

Cloud

#1 Microsoft Cloud Revenue Tops #3 Salesforce, #4 SAP, #5 Oracle and #6 Google Combined

By Bob EvansOctober 10, 2019

The cloud revenue for #1 Microsoft will exceed the combined total of four high-growth competitors’ cloud revenue for the quarter ended 9/30.

Cloud

IBM’s $33-Billion Bet on Red Hat: The Stakes Are Enormous

By Bob EvansOctober 9, 2019

As IBM prepares to release Q3 results on Oct. 15, let’s take a look at the much-needed boost it expects to get from the infusion of Red Hat revenue.

Cloud

Will Salesforce Dump Oracle and Pick AWS? An Insider’s Perspective

By Bob EvansOctober 7, 2019

My response to a recent blog post from Jiri Kram, about whether Salesforce might shift its cloud operations from Oracle to AWS.

Cloud

#1 Microsoft, #2 Amazon Will Drive Cloud Wars Top 10 Over $40 Billion for Q3

By Bob EvansOctober 4, 2019

Q3 cloud revenue: for the 3 months ended Sept. 30, I expect that the Cloud Wars Top 10 vendors should combine for more than $40 billion.

Cloud

10 Things Larry Ellison Wants You to Know about Oracle Autonomous Linux

By Bob EvansOctober 3, 2019

At Oracle OpenWorld 2019, Larry Ellison introduced Autonomous Linux and offered his perspectives on the unique value it offers to business customers.

Cloud

WeWalk: CEO Adam Neumann Ousts Himself | Ammirati on Innovation

By Cloud Wars LiveOctober 2, 2019

Stream the latest episode of Cloud Wars Live to hear VC Sean Ammirati’s thoughts on WeWork’s fishy metrics and the departure of CEO Adam Neumann.

Cloud

Inside Microsoft’s Billion-Dollar Cloud Deals: Driving ‘Innovation Agendas’

By Bob EvansOctober 1, 2019

It was fascinating to hear Azure exec Jason Zander describe Microsoft’s billion-dollar cloud deals, and how the company has been able to land them.

Cloud

Microsoft Versus Oracle on Autonomous Databases: Microsoft’s Approach

By Bob EvansSeptember 30, 2019

Since we’ve taken a close look at Oracle and its Autonomous Database, I asked Microsoft for its take on self-tuning, self-securing databases.

News

As Amazon, Microsoft and Google Rise, 3 Key Cloud Findings from IDC

By Bob EvansSeptember 27, 2019

A new report from IDC reveals that spending on hardware for public-cloud infrastructure is plunging—even as it’s rising for private clouds.

Cloud

In the Data-Powered Future, Will Your Company Thrive or Just Hope to Survive?

Co-Created ContentBy Bob EvansSeptember 25, 2019

This article is brought to you by Cloudera. || Insights about the data-powered future from a new Harvard Business Review Analytic Services report.

Cloud

Why “Customer Success” Must Be More Than a Slogan | Uphoff on Industry

By Cloud Wars LiveSeptember 24, 2019

Stream the latest episode of Uphoff on Industry, a series from Cloud Wars Live, about the need for software companies to focus on “customer success.”

Cloud

Salesforce Invades SAP: Links Sales + ERP Data for Manufacturing

By Bob EvansSeptember 24, 2019

The enterprise SaaS competition between SAP & Salesforce ratcheted up last week as Salesforce promised to link sales & ERP data in new Manufacturing Cloud.

Cloud

Is Oracle Triggering a SaaS Revolution?

By Bob EvansSeptember 19, 2019

During Oracle OpenWorld this week, the longtime leader of Oracle’s applications business Steve Miranda spoke about breaking down traditional SaaS silos.

Cloud

Technical Debt and Its Consequences | Sadin on Digital

By Cloud Wars LiveSeptember 18, 2019

Stream the latest episode of Cloud Wars Live. All-Star guest Wayne Sadin shares his essential knowledge of “technical debt” and the risks of falling behind.

Cloud

Oracle Will Leapfrog Amazon and Get Closer with Microsoft, Larry Ellison Says

By Bob EvansSeptember 18, 2019

Larry Ellison announced at OpenWorld that Oracle is expanding its partnership w/ Microsoft and promised to vault past Amazon in key infrastructure category.

News

Oracle Imitates Amazon: Sells Autonomous Database via ‘Land and Expand’

By Bob EvansSeptember 17, 2019

Oracle founder Larry Ellison is flipping his script on Amazon: from trashing its database capabilities to emulating its “land and expand” sales strategy.

Cloud

Hello, IBM and Microsoft: Larry Ellison’s Big Plans for Oracle Autonomous Database

By Bob EvansSeptember 16, 2019

Oracle founder Larry Ellison delivered extreme buildup for the industry’s first and only self-driving autonomous database during last week’s earnings call.

Cloud

Oracle Will Dethrone SAP as World’s #1 ERP Vendor, Vows Larry Ellison

By Bob EvansSeptember 13, 2019

Oracle founder Larry Ellison said his booming cloud business is peeling away SAP customers and will eventually unseat SAP as the world’s #1 ERP provider.

Cloud

Oracle Apps in Transformation: Big Numbers, News Coming at Open World

By Bob EvansSeptember 12, 2019

Oracle Open World 2019 news: a LinkedIn post last night from apps leader Steve Miranda offered a glimpse into what business customers can expect.

Cloud

Digital Marriages and Spying on Babies | Lochhead on Different

By Cloud Wars LiveSeptember 12, 2019

In this new episode, Christopher and I weigh some pro’s and con’s. For example: Google filing a patent for a baby monitor. Do we want AI “spying” on babies?

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AI Copilot Podcast

AI Agent & Copilot Podcast: Kyndryl AI Readiness Report Finds People, Orgs Have a Steep Hill to Climb

Most companies aren’t ready for AI — not culturally, technically, or in terms of workforce adoption — despite the rapid pace of technological advancement.

Read More »

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