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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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Cloud

Microsoft, Oracle, SAP, IBM Total Market Cap Is $5 Trillion: Legacy’s Revenge!

Bob EvansJuly 10, 2025
AI and Copilots

How Nicus and ServiceNow Are Transforming Enterprise IT Spend with AI and Financial Intelligence

Tom SmithJuly 10, 2025
Cloud Wars Minute

‘Legacy’ Rocks! Microsoft + Oracle + SAP +IBM = $5 Trillion Valuation

Bob EvansJuly 10, 2025

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News

$100-Million Lessons from AWS and Lyft | Ammirati on Innovation

By Cloud Wars LiveMarch 18, 2019

$100-Million Lessons from AWS and Lyft || This episode of “Ammirati on Innovation” examines the recent news about Amazon and Lyft’s pricey partnership.

News

Amazon and Lyft: Is $100 Million a Year a Bargain or Bungle?

By Bob EvansMarch 15, 2019

The Amazon Lyft $8 million per-month deal for infrastructure and data-management servies via AWS has sparked new questions. Namely, is it worth it?

Cloud

Marriott International’s Brian King On Busting Processes to Delight Customers

By Bob EvansMarch 14, 2019

I talked with Marriott Global Officer Brian King about why company values—not processes—should be held precious. Plus, the latest trends in hospitality.

Cloud

Cybersecurity and the C-Suite | Wayne Sadin on Digital Strategy

By Cloud Wars LiveMarch 14, 2019

Cybersecurity and the C-Suite || Cloud Wars’ “Wayne Sadin on Digital Strategy” explores how and why cybersecurity has become a strategic differentiator.

Cloud

Topcon’s Kris Cowles on Digital Transformation in Infrastructure

By Bob EvansMarch 13, 2019

I spoke with Topcon VP Kris Cowles about how the cloud is helping her global company serve customers better—and why she loves working in IT.

Cloud

The Top 10 Cloud Vendors by Revenue: Splitting a $120-Billion Pie

By Bob EvansMarch 13, 2019

The biggest surprise to me on the top 10 cloud vendors revenue list is Accenture, a big-time player with 2018 cloud revenue of $9 billion, up 23% from 2017.

Cloud

The SAP Qualtrics Effect: How Salesforce, Oracle and Workday Should Respond

By Bob EvansMarch 12, 2019

It’s interesting to speculate about how three of the world’s top enterprise SaaS companies will respond to SAP and what I’m calling The Qualtrics Effect.

Cloud

CarMax’s Shamim Mohammad on Cloud, Speed, and Delighting Customers

By Bob EvansMarch 11, 2019

CarMax CIO Shamim Mohammad shared valuable insights with me about how digital transformation is helping his company thrive in the current digital world.

Cloud

Tech Industry Veteran Wayne Sadin: “We In IT Have To Change Our Thinking”

By Bob EvansMarch 8, 2019

Tech industry veteran Wayne Sadin talked to me about digital transformation, C-Suite responsibilities, IT spending in the cloud, and more.

Cloud

I Have Seen the Future of Enterprise Software, And It Is SAP Qualtrics

By Bob EvansMarch 8, 2019

Based on what I’m seeing at the X4 Summit, the SAP Qualtrics acquisition will be seen as one of the great tech industry bargains in history.

Cloud

Microsoft Services CTO Norm Judah on AI, Human Bias, and the C-Suite

By Bob EvansMarch 7, 2019

Read the transcript of my conversation with Microsoft Services CTO Norm Judah for insight into current Microsoft projects and what comes next.

Cloud

Why Salesforce Is the World’s #1 SaaS Vendor: 360-Degree Scale

By Bob EvansMarch 6, 2019

The Salesforce Q4 2018 earnings call revealed that the company is somehow managing to scale up an scale out in multiple dimensions simultaneously.

Cloud

Workday Reveals Secret Weapon Against Oracle and SAP

By Bob EvansMarch 5, 2019

My take: if Workday can back up its big claims about fast, low-cost deployments for customers, Oracle and SAP will have no choice but to catch up.

Cloud

Workday Cranks Up the Heat on Oracle and SAP in Cloud ERP Wars

By Bob EvansMarch 4, 2019

The big story: Workday Financials has become self-sustaining, putting Workday squarely up against cloud ERP competitors Oracle and SAP.

Cloud

Volkswagen’s Remarkable Journey from #1 Car Maker to Software Company via Azure Cloud

By Bob EvansFebruary 28, 2019

Read my take on the strategic partnership between Volkswagen and Microsoft that’s transforming the auto maker into a software company focused on mobility.

Cloud

Killer CEOs: Unless Trust Is #1 Priority, You’re Destroying Company Brand, Says Salesforce’s Benioff

By Bob EvansFebruary 27, 2019

At the recent Goldman Sachs conference, Marc Benioff used his time to focus on CEO responsibility for social and cultural issues. Read my reaction.

Cloud

Oracle’s Larry Ellison Bet the Company On Autonomous Database—And Odds Just Improved

By Bob EvansFebruary 26, 2019

Oracle’s Autonomous Database customer TaylorMade Golf recently reported that the company’s database performance has improved by 40x. Read my reaction.

Cloud

C-Suite Priorities in the Digital Age | Wayne Sadin on Digital Strategy

By Cloud Wars LiveFebruary 26, 2019

C-Suite Priorities in the Digital Age || Cloud Wars’ “Wayne Sadin on Digital Strategy” explores the evolving priorities for boards and CXOs.

Cloud

If #1 Microsoft Isn’t “Real” Cloud, Why Are World’s Largest Companies Buying It?

By Bob EvansFebruary 25, 2019

ExxonMobil and Albertsons are the latest massive companies to buy Microsoft cloud to accelerate their digital transformations. Here’s why it matters.

Cloud

Inside Walmart’s Digital Transformation: 30 Tangible Steps on its Journey

By Bob EvansFebruary 22, 2019

Key takeaways from Walmart’s Q4 and full-year earnings results illustrate steps in the Walmart digital transformation journey with Microsoft and beyond.

Cloud

Unleashing Millions of Micro-Opportunities | Christopher Lochhead on Different

By Cloud Wars LiveFebruary 21, 2019

Unleashing Micro-Opportunities || Cloud Wars’ “Christopher Lochhead on Different” celebrates difference in a world that encourages imitation.

Cloud

Microsoft Surge Continues with “Phenomenal Pipeline” of SAP Workloads Moving to Azure

By Bob EvansFebruary 21, 2019

What I find most interesting about Microsoft corporate VP for Azure marketing Julia White’s recent comments about SAP workloads migrating to Azure.

Cloud

CEO Priorities: What Microsoft, Amazon, Salesforce and SAP Leaders Are Talking About

By Bob EvansFebruary 20, 2019

The Cloud Wars CEO priorities offer an intriguing picture of where those companies’ customers—the world’s leading businesses—are headed.

Cloud

Google Cloud Takes On Microsoft in Race for 2 Billion New Users

By Bob EvansFebruary 19, 2019

Google Cloud will compete with Microsoft to deliver enterprise tech to 2 billion firstline users, CEO Thomas Kurian indicated.

News

Watch Out, Microsoft and Amazon: Google Cloud CEO Thomas Kurian Plans To Be #1

By Bob EvansFebruary 15, 2019

CEO Thomas Kurian revealed that Google Cloud’s established significant presence in about half of the world’s top 10 companies in multiple sectors.

Cloud

How Microsoft’s Revolutionary Partner Program Is Driving Hypergrowth in the Cloud

By Bob EvansFebruary 14, 2019

Some compelling numbers about Microsoft’s new “IP co-sell partner program” and more partner strategies that the company is pursuing.

News

#1 Microsoft vs. #2 Amazon: Numbers Prove Who Rules the Cloud

By Bob EvansFebruary 12, 2019

Official, publicly available financial documents filed by both companies with the SEC reveal the true winner in the Microsoft vs. Amazon Cloud battle.

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AI Copilot Podcast

AI Agent & Copilot Podcast: How Duke Health, Avanade Are Leading AI Governance in Healthcare

Duke Health chief data scientists details core components of governance, as well as work with Avanade, Microsoft, and other vendors to derive maximum advantage from

Read More »

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