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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

Under Armour Targets Mass Personalization at Scale via SAP and Qualtrics

By Bob EvansMay 23, 2019

I spoke with Under Armour SVP of Global IT TJ Graven at SAP Sapphire 2019. Here are highlights from our conversation about innovation, Qualtrics, and more.

Cloud

IBM’s Cloud Strategy | Cloud Wars Top 10 Executive Insights

By Cloud Wars LiveMay 22, 2019

“Can IBM Become #1 In Hybrid Solutions?” | Stream the latest episode of Cloud Wars Top 10 Executive Insights, focused on IBM’s cloud strategy.

Cloud

TJ Graven, Under Armour SVP of Global IT | Q&A at Sapphire Now 2019

By Cloud Wars LiveMay 21, 2019

“Innovation, Transparency, Roadmaps, and More” | Watch my video interview with TJ Graven, Under Armour’s SVP of Global IT, from SAP Sapphire Now 2019.

Cloud

SAP Qualtrics CEO Ryan Smith: ‘I Was Alone for 17 Years—I Know What That’s Like’

By Bob EvansMay 21, 2019

Highlights from my interview with Qualtrics’ CEO Ryan Smith at SAP Sapphire Now 2019: how “experience management” and “intelligent enterprise” fit together.

Cloud

Microsoft’s Cloud Strategy | Cloud Wars Top 10 Executive Insights

By Cloud Wars LiveMay 20, 2019

“Hybrid Everywhere Plus Trusted Partnerships” | My conversation with Arpan Shah, GM for Azure Infrastructure Marketing, about Microsoft’s cloud strategy.

Cloud

Inside Google Cloud’s Strategy: Helping Customers Achieve the Unachievable

By Bob EvansMay 20, 2019

Highlights from my conversation with Will Grannis, who leads the Office of the CTO, about Google Cloud’s strategy as a resurgent player in the Cloud Wars.

Cloud

Qualtrics CEO Ryan Smith | Q&A at SAP Sapphire Now 2019

By Cloud Wars LiveMay 17, 2019

I had the chance to catch up with Qualtrics CEO Ryan Smith during SAP Sapphire 2019. Watch the interview for a glimpse at how Qualtrics fits into SAP cloud.

Cloud

SAP and Qualtrics’ $1.6-Trillion Opportunity: Exclusive Talk with SAP CEO Bill McDermott

By Bob EvansMay 16, 2019

As SAP and Qualtrics usher in a new era of experience management, Bill McDemott told me at Sapphire Now 2019 that his company’s best days are ahead of it.

Cloud

SAP CEO Bill McDermott | Exclusive Q&A at Sapphire Now 2019

By Cloud Wars LiveMay 16, 2019

In an exclusive interview during SAP Sapphire 2019, SAP CEO Bill McDermott sat down with Cloud Wars to talk the past, present, and future of his company.

Cloud

Accenture’s Strategy | Cloud Wars Top 10 Executive Insights

By Cloud Wars LiveMay 15, 2019

“Disrupt Yourself or Be Disrupted” || Stream a new podcast episode with Larry Socher of Accenture for “Cloud Wars Top 10 Executive Insights.”

Cloud

NHL and SAP Disrupt Century-Old Traditions, Boost Revenue and Fan Base

By Bob EvansMay 15, 2019

In the traditional world of the National Hockey League, where change has often been about as welcome as a slap…

Cloud

Google Cloud’s Strategy | Cloud Wars Top 10 Executive Insights

By Cloud Wars LiveMay 13, 2019

“Outsized Returns for Biz, Breakthrough Experiences for Customers” || My talk with Will Grannis of Google Cloud for “Cloud Wars Top 10 Executive Insights.”

Cloud

SAP and Microsoft Revolutionize the Cloud Market

By Bob EvansMay 13, 2019

The recently announced SAP and Microsoft Embrace program builds on the partners’ 25-year relationship and dramatically benefits both companies.

Cloud

SAP Founder Hasso Plattner Vows New “Empathy for Users”: The Qualtrics Effect

By Bob EvansMay 9, 2019

At Sapphire Now 2019, SAP founder Hasso Plattner offered a ringing endorsement for the new phenomenon of experience management. Can SAP achieve it?

Cloud

SAP Unleashes Experience Economy (with Plug from Apple’s Tim Cook)

By Bob EvansMay 8, 2019

At Sapphire, SAP unveiled a new position: “the Experience Company powered by the Intelligent Enterprise,” committing to Qualtrics and experience management.

Cloud

Microsoft Begins Selling SAP Applications As Cloud Ecosystem Evolves

By Bob EvansMay 8, 2019

In an astonishing update from Sapphire 2019, Microsoft will hire hundreds of dedicated SAP experts to sell SAP Cloud applications to Azure customers.

Cloud

Understanding the New SAP: 10 Key Insights as Sapphire 2019 Kicks Off

By Bob EvansMay 6, 2019

My Sapphire 2019 preview, part 2: 10 things to understand about where SAP stands today, where it’s headed, and why it expects to outperform its competitors.

Cloud

SAP Must Address 5 Big Questions At Sapphire Next Week

By Bob EvansMay 3, 2019

As SAP prepares to host 22,000 of its nearest and dearest next week in at its annual Sapphire event in…

Cloud

ServiceNow Set to Unveil ‘Killer App’ as Market Cap Surpasses $50 Billion

By Bob EvansMay 2, 2019

On ServiceNow Q1 earnings call, the digital-workflow leader announced that it’s preparing to release a new employee-experience SaaS product. Here’s my take.

Cloud

Google Cloud Q1 Numbers: What Alphabet Execs Said, and Didn’t Say

By Bob EvansMay 1, 2019

We didn’t get Google Cloud revenue numbers during the Alphabet Q1 earnings call, we did gain insights from Alphabet CEO Sundar Pichai and CFO Ruth Porat.

Cloud

Disney+/Netflix, Qualtrics, and Moonshots | Ammirati on Innovation

By Cloud Wars LiveMay 1, 2019

Disney+/Netflix, Qualtrics, and Moonshots || This episode of Ammirati on Innovation explores “moonshots” in the context of SAP/Qualtrics, Disney+, and more.

News

Amazon CFO Touts Big AWS Wins at Volkswagen, Ford and Lyft

By Bob EvansApril 30, 2019

Toward the end of last week’s Amazon Q1 earnings call, CFO Brian Olsavsky made a point of mentioning AWS’s excellent performance. Here are my thoughts.

Cloud

Hypergrowth in the Cloud: Microsoft, AWS, and SAP Q1 Revenues Soar 41%

By Bob EvansApril 29, 2019

The three fastest-growing tech companies in the Top 10 each rang up revenue-growth rates of 41% to start 2019. Here’s my take on the top cloud vendors, Q1.

Cloud

Why Microsoft Is #1 in the Cloud: 10 Ways It’s Getting Bigger, Stronger, Better

By Bob EvansApril 26, 2019

I pulled 10 stand-out themes from the announcement of Microsoft’s Q1 cloud revenue—which jumped 41% to $9.6 billion for the 3 months ended March 31.

Cloud

SAP’s Brilliant Transformation: And They’ve Only Just Begun

By Bob EvansApril 25, 2019

SAP Q1 revenue results, announced yesterday, rocketed its stock price up 12%. Here’s my take on SAP’s transformation into a cloud-hypergrowth powerhouse.

Cloud

Zoom, Pinterest, and the Comeback of IPOs | Lochhead on Different

By Cloud Wars LiveApril 24, 2019

In this episode of Cloud Wars Live, Chris Lochhead celebrates the fact that tech companies (including Zoom, Pinterest, and Lyft) are going public again.

Cloud

From Financial Services to Manufacturing, Here’s the #1 Priority for CEOs

By Bob EvansApril 24, 2019

How three Microsoft customers are delivering a great customer experience: fashioned around what buyers want, rather than what’s convenient for the seller.

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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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