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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

Google’s Vision for Gemini Super Assistant, Universal Capabilities

Kieron AllenMay 30, 2025
AI and Copilots

Accelerate, Assist, Transform: A Framework for AI Adoption Success

Bob EvansMay 30, 2025
Cloud Wars Minute

Google Offers First-of-Its-Kind GenAI Certification for Managers

Kieron AllenMay 30, 2025

Latest Cloud and AI Insights

Google Offers First-of-Its-Kind GenAI Certification for Managers

AI Agents Are Here: Why C-Suite Leaders Should Pay Attention Now

Salesforce + Informatica: Benioff Builds AI-Data Powerhouse for AI Era

Workday Urges Digital Transformation as Legacy HR Systems Drain U.S. Tax Dollars

See More

Cloud

ServiceNow Bets Big on Microsoft and Mobile for Next Growth Spurt

By Bob EvansAugust 2, 2019

ServiceNow CEO John Donahoe cited a number of factors in its $3B annual revenue total, a focus on mobile solutions and its Microsoft deals stood out to me.

Cloud

Microsoft’s $1B Bet: “Most Important Technological Development in Human History”

By Bob EvansJuly 31, 2019

The expectations behind Microsoft investing $1 billion in partner OpenAI are thrilling, especially when you consider the leaders of each company.

News

Amazon Becoming Powerhouse in Red-Hot Machine Learning and Blockchain

By Bob EvansJuly 30, 2019

In disclosing Q2 earnings results late last week, Amazon pounded home AWS revenue growth, plus advances in red-hot machine learning and blockchain.

Cloud

Inside Google Cloud’s Breakout $2B Quarter: 10 Key Insights

By Bob EvansJuly 29, 2019

10 key points from last week’s earnings call offer insights into what propelled Google Cloud to its recently announced $2 billion quarter.

Cloud

Why Did Alphabet Reveal Google Cloud’s Q2 Revenue of $2B-Plus?

By Bob EvansJuly 26, 2019

Alphabet disclosed yesterday that Google Cloud generated quarterly revenue of more than $2 billion for Q2, the 3 months ended June 30. Here’s why.

Cloud

Chief Growth Officers, America’s AI Strategy, & FaceApp Follies | Lochhead on Different

By Cloud Wars LiveJuly 25, 2019

What’s the Chief Growth Officer role all about? Why is America losing the AI war to Russia and China? Stream the latest episode of Lochhead on Different.

News

Satya Nadella Admits: Microsoft Cloud Business Is Bigger than Amazon’s

By Bob EvansJuly 25, 2019

During Microsoft’s July 18 earnings call, Satya Nadella for the first time asserted that the Microsoft cloud is bigger than Amazon cloud—and all others.

Cloud

Microsoft Cloud Gains 645 Million Users as LinkedIn Picks Azure over Amazon and Google

By Bob EvansJuly 24, 2019

LinkedIn choosing to move its 645 million users to Azure poses some interesting questions. Ex: what features of the Microsoft cloud convinced LinkedIn?

Cloud

Microsoft’s $50-Billion Moonshot: #1 Cloud Vendor Lays Out New Growth Plans

By Bob EvansJuly 23, 2019

12 months from now, Microsoft will likely bring in $50 billion in cloud revenue. Here are the three strategic reasons why that matters.

Cloud

10 Billion People by 2050 | Uphoff on Industry

By Cloud Wars LiveJuly 22, 2019

In this podcast episode: ThomasNet.com CEO Tony Uphoff and I discuss the business implications of a changing U.S. workforce made of 50% millennials.

Cloud

Relax, SAP Skeptics: China Will Be Fine, and Cloud and XM Are Booming

By Bob EvansJuly 22, 2019

Quarterly revenue misses should be taken seriously. But I’m betting the SAP Q2 stumble was an aberration. Here’s how the company will get back to growth.

Microsoft Snatching Cloud Market Share From Competitors
Cloud

#1 Microsoft Cloud Revenue as Big as Salesforce, SAP, Oracle, IBM Combined

By Bob EvansJuly 19, 2019

Microsoft just announced $11 billion quarterly cloud revenue, besting the combined totals of Salesforce, SAP, Oracle and IBM.

Cloud

IBM’s $19-Billion Cloud Business: Where Did the Growth Go?

By Bob EvansJuly 18, 2019

How can IBM’s cloud revenue growth be just 8% for Q2? Just 18 months ago, the company generated more quarterly cloud revenue than Microsoft or Amazon.

Cloud

After 3 Cloud Failures in 12 Months, Microsoft Fortifies Azure Reliability

By Bob EvansJuly 17, 2019

In a new blog post, Microsoft Azure CTO Mark Russinovich spelled out the nature of three recent cloud failures and oulined changes to come. Here’s my take.

Cloud

In Red-Hot Analytics Market, Oracle Promises Simplicity and Integration

By Bob EvansJuly 16, 2019

The recent Oracle Analytics Summit will be regarded as a turning point, as the company reset its strategy around customers, simplicity and integration.

Cloud

Microsoft-SAP Juggernaut: Huge Pharma Moving All SAP Workloads to Azure

By Bob EvansJuly 15, 2019

The SAP-Microsoft alliance continues to pile up big wins: one of Asia’s largest healthcare groups, Zuellig Pharma, will be on Azure by 2022.

Cloud

When Hyperscalers Abound, Why Be Second-Class? | Sadin on Digital

By Cloud Wars LiveJuly 15, 2019

“Wayne Sadin on Digital Strategy” episodes will explore the fast-changing and high-stakes world of digital business. We’ll focus on what…

Cloud

Can IBM and Red Hat Deliver on Big Cloud Promises? 3 Key Questions

By Bob EvansJuly 12, 2019

While IBM has laid out a compelling story for why it’s shelling out $34B for Red Hat, lots of questions remain. Here’s the Cloud Wars status check.

Cloud

Why Microsoft’s Beating Amazon: Cloud Deals with SAP, Oracle and ServiceNow

By Bob EvansJuly 11, 2019

The recent announcement of a new partnership between Microsoft and ServiceNow shows how Microsoft is besting Amazon in cloud: customer-centric deals.

Cloud

The Top 10 Fastest-Growing Cloud Companies In Q1: Hypergrowth, Sustained

By Bob EvansJuly 9, 2019

With Q2 earnings about to drop, I’m expecting more hypergrowth driven by the world’s fastest-growing cloud companies: SAP, Microsoft and Amazon.

Cloud

Will Microsoft Crack $10 Billion in Q4 Cloud Revenue? Count on It!

By Bob EvansJuly 8, 2019

Microsoft is extremely likely to crack the $10 billion mark in quarterly cloud revenue when it posts its fiscal Q4 numbers on July 18.

Cloud

5 Cloud Wars Predictions for Next 6 Months: M&A, Alliances, and Other Accelerators

By Bob EvansJuly 1, 2019

On this first day of the second half of 2019, here are five Cloud Wars predictions about big trends that will define the rest of the year in the industry.

Cloud

Microsoft and Oracle: Strange Bedfellows | Ammirati on Innovation

By Cloud Wars LiveJune 28, 2019

On this episode of Ammirati on Innovation, Sean and I talk about Microsoft and Oracle as bedfellows, balancing customer and user concerns, and much more.

Cloud

Oracle Joins World’s Top 5 Cloud Vendors Behind #1 Microsoft, #2 Amazon, #3 Salesforce, #4 SAP

By Bob EvansJune 28, 2019

Five vendors stand out in today’s Cloud Wars: #1 Microsoft, #2 Amazon, #3 Salesforce, #4 SAP, and a new addition to list: #5 Oracle.

Cloud

Arms Race in the Cloud: Google, IBM, Salesforce, SAP Lock In on Data

By Bob EvansJune 27, 2019

As business customers demand easy-to-use and modern data solutions, a new arms race is developing among the Cloud Wars Top 10 to answer those demands.

Cloud

#5 Oracle Jumps Ahead of #6 IBM in Cloud Wars Top 10 Rankings

By Bob EvansJune 25, 2019

A quick overview of how and why Oracle has jumped ahead of IBM in the Cloud Wars Top 10 rankings, moving from #6 to #5, as IBM growth lags behind.

Cloud

Formula 1 Drivers Who Grew Up on Simulators | Uphoff on Industry

By Cloud Wars LiveJune 24, 2019

Each month, Tony Uphoff, visionary CEO of Thomasnet.com, joins Cloud Wars Live for a recurring segment. “Uphoff on Industry” will explore the…

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AI Copilot Podcast

AI Agent & Copilot Podcast: St. Luke’s University Health Network On Expanding AI Use Cases

Security executive Krista Arndt explains how Security Copilot, agents improve response time to security incidents, accelerate training of new security professionals.

Read More »

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