Bob Evans compares the growth rates for the last five quarters of Google Cloud, Microsoft, and AWS.
Microsoft
In this Growth Swarm moment, Scott Vaughan explains how AI is evolving beyond chatbots and automation used for customer support to affect customer experience.
“As a leader of a marketplace, which Microsoft is, you have a responsibility not to stall or confuse the marketplace, in communication, or lack thereof,” says Tony Uphoff.
John Siefert and Bob Evans discuss how the cloud and AI relate, given that Microsoft’s CEO has positioned AI as the “next computing platform.”
Bob Evans looks at the comparative growth rates across the major providers of enterprise apps.
In this Cloud Wars Minute, Bob Evans reviews the latest growth rates of Microsoft Dynamics 365, which have slowed in comparison to Oracle and SAP apps.
Bob Evans offers his take on Satya Nadella’s earnings calls and what Microsoft’s emphasis on AI might mean for the cloud.
Tony Uphoff explains why Microsoft’s new focus on AI is history repeating itself, as the strategic move will shape the future of technology in similar ways as the Internet did three decades ago.
In this Growth Swarm Moment, Bob Evans shares questions he sent to Microsoft about its view of artificial intelligence.
The latest Growth Swarm podcast explores how human intelligence is being redefined in a world of increasingly ubiquitous artificial intelligence.
Bob Evans says that Microsoft needs to be more forthcoming and transparent about how it sees the role of AI and the cloud.
Bob Evans discusses Microsoft’s latest AI imperative and reviews the comments from Microsoft CEO Satya Nadella on the matter.
In this Cloud Wars Minute, Bob Evans reviews Microsoft CEO Satya Nadella’s Q2 earnings call comments around its future in artificial intelligence.
Bob Evans reviews the fiscal earnings for Microsoft’s second quarter. The company is the first cloud vendor to top $100 billion in annual revenue.
Tony Uphoff cautions against both positive and negative hyperbole around ChatGPT, which nevertheless looks like a game-changing technology.
While Microsoft’s overall cloud business grew at a slightly lower rate than a year ago, its numbers remain impressive as the first cloud provider to earn over $100B.
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Bob Evans explains that while he senses most Cloud Wars Top 10 companies will experience reduced growth rates in Q4, their performance will remain impressive.
Bob Evans reviews Microsoft CEO Satya Nadella’s message to Microsoft employees about the recent layoffs, which affected 10,000 people.
Bob Evans looks at comments from Microsoft CEO Satya Nadella, who plans to make strategic investments in AI after laying off 10,000 employees.