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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’s Big Pivot: Embraces ‘ERP for AI Era’ with New Agents, Data Cloud, More  

Bob EvansSeptember 18, 2025
Cloud Wars Minute

Workday Jumps Into ERP Powered by Agents + AI

Bob EvansSeptember 18, 2025
AI and Copilots

Gary Miller on Aligning Customer and Partner Success in the AI Era | Cloud Wars Live

Cloud Wars LiveSeptember 17, 2025

Latest Cloud and AI Insights

AI Agent & Copilot Podcast: PwC Leader On Business Transformation, Cloud and AI Growth

Larry Ellison Maps Out Oracle’s Trillion Dollar AI Plans

AI Is Not a Person: Microsoft’s Suleyman Rejects Notion of Conscious AI

Google Achieves 33x Energy Cut for Gemini Apps

See More

Cloud

Why Microsoft Will Blow Past $50 Billion in Cloud Revenue: 5 Reasons

By Bob EvansDecember 30, 2019

Taken on its own, the Microsoft $50 billion cloud business would make it one of the 3 largest enterprise-tech companies in the world.

Cloud

The Top 10 Cloud Wars Stories of 2019

By Bob EvansDecember 23, 2019

A meta-article of the year’s top stories to guide you through what happened in 2019 and where things are headed in the Cloud Wars.

Cloud

The Journey to the Cloud Can Be Tricky—Should an MSP Be Your Guide?

Co-Created ContentBy Bob EvansDecember 20, 2019

Apps Associates has released a new study, in which 82% of respondents said they’re looking to partner with an MSP to help with their journey to the cloud.

Cloud

2020 Memo: Fake Cloud, Blockchain and Ransomware | Sadin on Digital

By Cloud Wars LiveDecember 18, 2019

Stream this episode of the Cloud Wars Live podcast to hear Wayne Sadin ‘s recommendations, warnings and ideas from his 2020 memo to boards and the C-Suite.

Cloud

Oracle Versus Salesforce: Who’s the Growth Leader in SaaS Clouds?

By Bob EvansDecember 18, 2019

There’s some fresh revenue data for Oracle and Salesforce SaaS clouds, allowing us to compare how customers are responding to the top dog and a top rival.

Cloud

Attack of the Killer Database: Oracle Autonomous DB “Will Replace Everything”

By Bob EvansDecember 17, 2019

In last week’s Q2 earnings call, Larry Ellison predicted that Oracle Autonomous Database will render all other Oracle databases obsolete.

Cloud

Oracle Against the World: Ellison Trashes SAP & Workday but Grows Only 1%

By Bob EvansDecember 16, 2019

On a fiscal Q2 earnings call last week, Oracle chairman Larry Ellison seemed to be trashing competitors to mask Oracle’s low-growth transition to the cloud.

Cloud

Workday Says High-Flying Financials Business Will Surpass Flagship HCM

By Bob EvansDecember 13, 2019

Workday says its Financials biz will become its biggest revenue driver, underscoring the vendor’s ability to be a broad-based supplier of enterprise apps.

Cloud

Disney+: 10 Million in 24 Hours | Ammirati on Innovation

By Cloud Wars LiveDecember 12, 2019

Stream “Ammirati on Innovation,” where Sean Ammirati and I discuss breakout products: Disney+ and its 10 million downloads in 24 hours, but also SAP’s HXM.

Cloud

Cloud Wars CEO of the Year: Thomas Kurian of Google Cloud | Our Interview

By Cloud Wars LiveDecember 10, 2019

Watch or stream the Cloud Wars interview with our CEO of the Year for 2019, Thomas Kurian of Google Cloud: his first year on the job and what comes next.

Cloud

Boy, I Outsourced My Manufacturing to Vietnam | Uphoff on Industry

By Cloud Wars LiveDecember 10, 2019

“We can actually bring our manufacturing closer to that customer, which by definition changes the supply chain.” – Tony Uphoff on Cloud Wars Live

News

The CEO of the Year Is Google Cloud’s Thomas Kurian

By Bob EvansDecember 9, 2019

Two enormous achievements delivered in his first year are the primary factors why Thomas Kurian of Google Cloud is the Cloud Wars CEO of the Year for 2019.

Cloud

Salesforce, Pivoting to Data, Showcases Game-Changers MuleSoft and Tableau

By Bob EvansDecember 5, 2019

Why Salesforce executives are lavishing praise on MuleSoft and Tableau for transforming Marc Benioff’s company into a truly strategic player.

Cloud

Cloud Revenue Super-Surge: Salesforce and SAP to Top $51 Billion for 2023

By Bob EvansDecember 3, 2019

SAP and Salesforce both held investor-day events last month, based on which I made some educated guesses as to their future cloud revenue accomplishments.

News

Top 3 Tech Battles in 2020: Microsoft vs. Google, Salesforce vs. SAP, Amazon vs. Oracle

By Bob EvansDecember 2, 2019

My take on three specific competitive tech battles with the greatest strategic importance for business customers in 2020 and beyond.

Cloud

For #1 Microsoft and other Cloud Powerhouses, a Thanksgiving Gratitude List

By Bob EvansNovember 27, 2019

A list of what each of the world-changing powerhouse vendors on my Cloud Wars Top 10 should be celebrating this Thanksgiving.

Cloud

Look Who’s Driving Disruptive Innovation in the Cloud: IBM!

By Bob EvansNovember 25, 2019

Rejuvenated by Red Hat and fusing traditional strengths w/ powerful innovation, IBM is redefining the booming cybersecurity market with new cloud solutions.

Cloud

How Salesforce Plans to Defeat Oracle and SAP While Scaling to $35B

By Bob EvansNovember 22, 2019

Salesforce this week laid out its plans to stay far ahead of Oracle & SAP in the SaaS market and reach a staggering $35 billion in revenue by 2024.

Cloud

SAP Says HCM Is Dead—Can Qualtrics Transform it to HXM?

By Bob EvansNovember 21, 2019

SAP co-CEO Jen Morgan, on Qualtrics: “The traditional definition of HR has changed, and there’s a new category: Human Experience Management.” (HXM)

Cloud

Exclusive 1:1 with Aneel Bhusri: Machine Learning Changes Everything

By Bob EvansNovember 20, 2019

“We’ve always talked about predictive analytics, but they’re now a reality,” said Workday CEO Aneel Bhusri said in a recent exclusive Cloud Wars interview.

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.

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AI Copilot Podcast

AI Agent & Copilot Podcast: PwC Leader On Business Transformation, Cloud and AI Growth

Matt Hobbs shares PwC perspective on the need for agentic AI orchestration, how agents can help address technical debt, and continued investment in cloud infrastructure

Read More »

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