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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

NTT DATA & Google Cloud Collaborate to Customize AI for Key Sectors

Kieron AllenAugust 22, 2025
AI and Copilots

AI Agent & Copilot Podcast: AI Expert Will Hawkins Details 3 Agent Orchestration Models

Tom SmithAugust 22, 2025
Cloud Wars Minute

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

Kieron AllenAugust 22, 2025

Latest Cloud and AI Insights

AI Agent & Copilot Podcast: AI Expert Will Hawkins Details 3 Agent Orchestration Models

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Cloud

Salesforce’s Top 3 Challenges: Love Microsoft, Fight Oracle, Keep Benioff

By Bob EvansNovember 18, 2019

As Salesforce annual revenue surges toward $20B, this week Marc Benioff is hosting 170,000 at the Dreamforce extravaganza. Here’s what I’m watching for.

News

Amazon Jilted as Salesforce and Microsoft Pair Up for IaaS and Teams

By Bob EvansNovember 15, 2019

Salesforce Sales Cloud and Service Cloud will now be tightly integrated with Microsoft Teams collaboration solutions, in a stinging blow to Amazon.

Cloud

SAP and Oracle’s Larry Ellison Just Can’t Agree: Who’s #1?

By Bob EvansNovember 14, 2019

Earlier this week, SAP co-CEO Christian Klein explained to analysts that SAP is #1 in ERP. Simulaneously, Larry Ellison claims that Oracle is #1.

Cloud

SAP after Bill McDermott: Crush Product Silos, Focus on Customer Success

By Bob EvansNovember 13, 2019

At a special SAP Capital Markets Day presentation on Tuesday 11/12, SAP’s new co-CEOs fully committed to the company’s growth plans in the cloud and beyond.

News

Microsoft Torches Google and Amazon on Big-Data Benchmarks, Says Microsoft

By Bob EvansNovember 12, 2019

Microsoft said its new Azure Synapse Analytics executed a complex query 75x faster than Google’s BigQuery, and another 3x faster than Amazon’s Red Shift.

Cloud

Who’s Top CEO: Salesforce’s Benioff? Oracle’s Ellison? Google’s Kurian? Or??

By Bob EvansNovember 11, 2019

With all of the top cloud vendors delivering remarkable performances in 2019, which leader deserves to be the Cloud Wars Top CEO of 2019?

Cloud

Bank of America Uses Cloud to Slash Billions in IT Costs

By Bob EvansNovember 8, 2019

The Wall Street Journal reports that Bank of America has slashed billions of dollars in IT infrastructure costs during as it migrates to the private cloud.

Cloud

IBM Cloud Unleashes its True Competitive Advantage: Tech Plus Industry Expertise

By Bob EvansNovember 7, 2019

IBM is exploiting its unmatched financial-services expertise by creating that industry’s first public-cloud platform with Bank of America.

News

The Battle for AI Leadership: #1 Microsoft, #2 Amazon, #6 Google, #7 IBM Step Up

By Bob EvansNovember 6, 2019

Microsoft, Amazon, Google and IBM are competing to claim leadership on AI-driven solutions that will change how the world works.

Cloud

ServiceNow Jumps to #9 on Cloud Wars Top 10 behind #6 Google, #7 IBM, #8 Workday

By Bob EvansNovember 5, 2019

With the imminent arrival of Bill McDermott and his revelation of plans to triple its revenue, ServiceNow has climbed to #9 on the Cloud Wars Top 10.

News

As #2 Amazon Falls Farther Behind #1 Microsoft, Will it Expand into SaaS?

By Bob EvansNovember 4, 2019

Amazon has only its stellar performances of the past to blame for a Q3 growth rate of 35% to be seen as a potential cause for concern. And yet…

Cloud

Scandals Aside, What Business Is WeWork Really In? | Ammirati on Innovation

By Cloud Wars LiveNovember 1, 2019

Stream a new podcast episode of Ammirati on Innovation, where Sean and I debate the wisdom of SoftBank’s new investment into the WeWork business, and more.

News

Attention, Amazon and Google: Here’s the Microsoft Q3 Number You Should Focus On

By Bob EvansNovember 1, 2019

Microsoft Q3 cloud revenue exceed that of Amazon & Google combined—but the most-stunning of all of its Q3 stats relates to Microsoft’s Azure AI biz.

Cloud

Life After SAP: Bill McDermott’s 10-Point Plan to Triple ServiceNow’s Revenue

By Bob EvansOctober 31, 2019

On an earnings call featuring incoming CEO Bill McDermott, ServiceNow appeared in a solid position to grow its revenue and maintain its enviable reputation.

Cloud

Cloudera: Why the Enterprise Data Cloud Is Indispensable

Co-Created ContentBy Cloud Wars LiveOctober 30, 2019

This sponsored episode is brought to you by Cloudera. || Stream my conversation w/ Cloudera CMO Mick Hollison about enterprise data & their Cloud Platform.

Cloud

Google Cloud Q3 Growth Triggered by Compute, Data Analytics and G-Suite

By Bob EvansOctober 30, 2019

Google Cloud racked up major Q3 wins in healthcare, financial services and retail, as CEO Sundar Pichai cited “great momentum” for its cloud business.

Cloud

Your Customer Knows More than Your Sales Rep | Uphoff on Industry

By Cloud Wars LiveOctober 29, 2019

Stream the new Uphoff on Industry, a Cloud Wars Live podcast. Tony and I discuss the diminishing role of the sales rep and the knowledge of the customer.

Cloud

As SAP, Oracle and ServiceNow Lose Leaders, Who Wins CEO Shuffle?

By Bob EvansOctober 29, 2019

Will the departures of well-established CEO leaders at SAP, Oracle and ServiceNow lead to upheavals or to more of the status quo?

News

#1 Microsoft Puts Amazon and Google on Notice: We’re Just Getting Started

By Bob EvansOctober 28, 2019

Satya Nadella did not mention Amazon or Google by name, but the Microsoft CEO delivered an unmistakably aggressive outlook in last week’s earnings call.

News

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

By Bob EvansOctober 25, 2019

A quick overview of the Cloud Wars top 5 vendors, which in this calendar year will generate about $115 billion in cloud revenue.

Cloud

Why #1 Microsoft Is Top Cloud Vendor: Cloud Now Drives 35% of Revenue

By Bob EvansOctober 24, 2019

Its most recent earnings announcement marks the first time that Microsoft cloud revenue exceeds one-third of the company’s total revenue, at 35%.

Cloud

Can SAP Icon Bill McDermott Turn ServiceNow into $10-Billion Cloud Powerhouse?

By Bob EvansOctober 23, 2019

ServiceNow has scored a huge coup by recruiting SAP icon Bill McDermott to become CEO of the high-flying digital-workflow company by year’s end.

Cloud

Attention Salesforce: SAP CX Revenue Surges 75%, Key Exec Jumps Ship

By Bob EvansOctober 22, 2019

New co-CEO Jennifer Morgan made it unmistakably clear in her first earnings call that Qualtrics and the SAP CX biz have become primary revenue drivers.

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.

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AI Copilot Podcast

AI Agent & Copilot Podcast: AI Expert Will Hawkins Details 3 Agent Orchestration Models

AI and Microsoft business apps expert explains three distinct approaches to orchestration workflows across AI agents, as well as the strengths and weaknesses of each.

Read More »

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