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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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Innovation & Leadership

The Palantir Effect: AI Customer Boosts Spending 8X after 5 Months

Bob EvansDecember 4, 2025
Cloud Wars Minute

Palantir Disruption: New Customer Raises AI Spending by 8X!!

Bob EvansDecember 4, 2025
AI and Copilots

AI Agent & Copilot Podcast: Anywhere Real Estate’s Mary McAnally on Diverse Perspectives, Accelerating the AI Learning Curve

Cloud Wars LiveDecember 3, 2025

Latest Cloud and AI Insights

AI Agent & Copilot Podcast: VisualSP’s Asif Rehmani Details Copilot Training Resources to Boost Adoption, ROI

A Thanksgiving Message: Peace, Gratitude, and What Matters Most

Microsoft, Anthropic, and NVIDIA Forge AI Super-Alliance Poised to Shape the Next Era of Innovation

AI Agent & Copilot Podcast: John Accardi on Technology Evolutions, Getting Started with AI

See More

News

Walmart Was An Industrial Age Masterpiece, Then Came Amazon | Araujo on Transformation

By Cloud Wars LiveMarch 4, 2020

Stream the first episode of “Araujo on Transformation,” a new podcast series from Cloud Wars Live with author and speaker Charles Araujo.

News

Calling Jeff Bezos: It’s Time to Spin Out AWS! | Ammirati on Innovation

By Cloud Wars LiveMarch 3, 2020

Stream the latest episode of the Cloud Wars Live podcast, where Sean Ammirati and I discuss the many reasons why Amazon should spin out AWS.

Cloud

Workday CEO Hammers Oracle and SAP over Shortcomings in Fortune 500

By Bob EvansMarch 3, 2020

During the recent Workday Q4 earnings call, while citing his company’s excellent results, CEO Aneel Bhusri called out both SAP and Oracle failures.

Cloud

Marc Benioff’s Next Big Challenge: Make Salesforce a Data-Analytics Powerhouse

By Bob EvansMarch 2, 2020

Salesforce CEO Marc Benioff: “With our recent acquisition of Tableau, we’re turning Customer 360 data into actionable insights… available to every user.”

Cloud

Salesforce Shock & Awe: Growth Accelerates as Run Rate Hits $20 Billion

By Bob EvansFebruary 28, 2020

The scary thing about Salesforce and its record-busting fiscal Q4 is that its growth rate is accelerating as it nears a $20 billion annualized run rate.

Cloud

How Marc Benioff’s Vision for Salesforce’s Future Triggered Executive Shuffle

By Bob EvansFebruary 27, 2020

Salesforce CEO Marc Benioff announced his company’s record Q4 and fiscal-2020 earnings results, along with the departure of former co-CEO Keith Block.

Cloud

Workday, Machine Learning, and the Future of Enterprise Applications

By Bob EvansFebruary 25, 2020

As Workday prepares to release quarterly and 12-month financial results later today, let’s consider its tagline: “Built for the Future.”

Cloud

Google Cloud Surges Among IT Buyers, Says Survey | Steube on Spending

By Cloud Wars LiveFebruary 25, 2020

Stream a new Cloud Wars Live podcast with Peter Steube of ETR, to hear what the survey firm is seeing around increased spending on Google Cloud.

Cloud

Coronavirus Response: 40,000-Sq.-Foot Hospital in 10 Days | Uphoff on Industry

By Cloud Wars LiveFebruary 24, 2020

Stream the latest Cloud Wars Live podast: Tony Uphoff explains how the response to coronavirus in Wuhan illuminates changes in modern manufacturing.

Cloud

Google Jumps to #4 on Cloud Wars Top 10 Behind #1 Microsoft, #2 AWS, #3 Salesforce

By Bob EvansFebruary 24, 2020

Continuing its rapid ascent under CEO Thomas Kurian, Google Cloud as jumped two spots to #4 on the Cloud Wars Top 10. Here are the 3 main reasons.

Cloud

Microsoft Launches Marketing Blitz as Teams Blows Past 20 Million Users

By Bob EvansFebruary 20, 2020

The Microsoft Teams marketing blitz matters, because Teams and Office 365 Commercial have become high-volume on-ramps for Azure and other cloud services.

Cloud

Google Launches New Era in Cloud with AI-Powered Industry Solutions

By Bob EvansFebruary 19, 2020

Emphasizing the “differentiated” offerings from Google Cloud, CEO Thomas Kurian said last week that his #1 priority is to create a new AI-powered solutions.

Cloud

The Cloud Is “Underhyped”—and Ready to Rock | Lochhead on Different

By Cloud Wars LiveFebruary 19, 2020

Stream the Cloud Wars Live podcast. Christopher Lochhead apes John Doerr’s famous statement about the internet in the 90s to say: the cloud is underhyped.

Cloud

Shadow IT Goes Legit as ‘Query from Hell’ Gets Defanged | Sadin on Digital

By Cloud Wars LiveFebruary 18, 2020

Stream the latest Cloud Wars Live podcast. Wayne Sadin and I discuss the promise of shadow IT, or collaborative IT: creating a single source of truth.

News

Who Are the World’s Top 5 Cloud Vendors Ranked by 2019 Revenue?

By Bob EvansFebruary 18, 2020

Revenue is just one of many factors we use in our weekly ranking of the world’s top cloud vendors, but the raw dollar data reveals some interesting points.

News

AWS Super Bowl Ads Draw This Reaction from Google Cloud CEO Thomas Kurian

By Bob EvansFebruary 17, 2020

At a recent Goldman Sachs investors conference, Thomas Kurian was asked during for this thoughts on the AWS Super Bowl ads.

News

Open Letter to AWS CEO Andy Jassy: People Aren’t as Dumb as You Think

By Bob EvansFebruary 14, 2020

Read my open letter response to reports that AWS CEO Andy Jassy said that it’s “folklore” to believe Amazon chews up every industry it enters.

News

Google Cloud CEO Tells Microsoft and Amazon, ‘We’re Fastest-Growing Cloud Provider’

By Bob EvansFebruary 13, 2020

Google Cloud CEO Thomas Kurian said to CNBC this week that his company’s 53% jump in revenue means it’s growing faster than Microsoft and Amazon’s AWS.

Cloud

SAP Hits Back at Larry Ellison’s Claim that Oracle’s Snatching ERP Customers

By Bob EvansFebruary 11, 2020

There’s much more here than simple sniping from marketplace rivals. Here’s what stood out to me from the recent SAP Q4 earnings call.

Cloud

Salesforce-SAP Showdown: Will Bill McDermott and ServiceNow Be CRM King-Makers?

By Bob EvansFebruary 10, 2020

ServiceNow CEO Bill McDermott recently offered a come-one, come-all invitation to enterprise-apps players like Salesforce and SAP to partner up for CRM.

Cloud

Tech Spending Is Set to Explode, Says Microsoft CEO Satya Nadella

By Bob EvansFebruary 7, 2020

Last week, Microsoft CEO Satya Nadella predicted that tech spending is set to double in the next decade. I’veI outlined 6 key factors in this ongoing surge.

News

If Google Wants to Catch Amazon in the Cloud, M&A Is the Key

By Bob EvansFebruary 5, 2020

Google Cloud reported a Q4 53% growth rate and a $10.4 billion annualized run rate, but the only way it can catch Amazon is through aggressive M&A.

News

AWS Thrashing Microsoft, Says TechCrunch—But Revenue Numbers Tell Opposite Story

By Bob EvansFebruary 4, 2020

TechCrunch recently stated that “Microsoft is miles behind [ AWS ].” But official financial documents show that Microsoft’s cloud biz is much larger.

Cloud

How Satya Nadella and Microsoft Are Digitalizing the World

By Bob EvansFebruary 3, 2020

Now that he’s got Microsoft innovating and executing as well as any company on Earth, Satya Nadella has set his sights on digitalizing the world.

Cloud

ServiceNow’s Big Secret: Bill McDermott Redefining Software Business

By Bob EvansJanuary 31, 2020

The most-disruptive initiative at high-flying ServiceNow is how new CEO Bill McDermott is redefining and redirecting the enterprise software business.

News

Microsoft Blows Away Amazon in 2019 Cloud Revenue: 30% Bigger

By Bob EvansJanuary 30, 2020

For Microsoft, another blowout quarter brings its total enterprise-cloud revenue for calendar 2019 to $44.7 billion. I expect Amazon’s to be $34.8 billion.

Cloud

SAP Blockbusters: Bets Future on Qualtrics, Hedges on 2025 Deadline

By Bob EvansJanuary 29, 2020

On yesterday’s Q4 earnings call, SAP said Qualtrics & experience management are its growth engines for the future, but that it won’t abandon its past.

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AI Copilot Podcast

AI Agent & Copilot Podcast: Avanade Exec on Security Data Storage, Integration Advances in Microsoft Sentinel

Sentinel Data Lake provides important data storage and management improvements; universal connectors facilitate integration of third-party data such as SAP, Jason Revill says.

Read More »

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