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Google Cloud Q4: 48% Growth and Tops Microsoft in Key Metrics

Episode 690

Highlights

00:02 — A month ago, I moved Google Cloud up to the #1 spot on the Cloud Wars Top 10, moved Microsoft down to #3. That was predicated in la…

9 months ago

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AI Agent & Copilot Podcast: Donna Sarkar of Microsoft on Moving AI Agents from Experimentation to Production

Episode 684

In this episode of the AI Agent & Copilot Podcast, John Siefert, CEO of Dynamic Communities and Cloud Wars, sits down with Dona Sarkar, Chief Trouble…

9 months ago

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Microsoft Brings Copilot Studio Agents Directly Into Visual Studio Code

Episode 688

In today’s Cloud Wars Minute, I look at how Microsoft is helping developers build and scale AI agents safely inside Visual Studio Code.

Highlights

00:1…

9 months ago

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Palantir Q4 Stunner: Revenue Surges 73%, Q1 Guidance Also 73%

Episode 687

In today’s Cloud Wars Minute, I break down Palantir’s breathtaking Q4 results and why its customer-first AI approach is a wake-up call for the entire…

9 months ago

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AI Agent & Copilot Podcast: Marie Wiese on Real-World AI Adoption, Innovation, and the Human Side of Change

Episode 685

Key Takeaways

AI's progress: Wiese expresses excitement to return to the event after a year to hear real case studies on how people have embraced AI, …

9 months ago

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Propelled by Strong Q4, SAP CEO Klein Lays Out 5-Point Growth Plan

Episode 686

In today's Cloud Wars Minute, I discuss Christian Klein's plan for SAP's continued success.

Highlights

00:00 — Hello, my friends. Welcome back to Cloud…

9 months ago

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AI’s Infrastructure Boom: Opportunity, Responsibility, and the Race for Sustainable Scale

Episode 684

Visit Cloud Wars for more.

9 months, 1 week ago

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Microsoft Q2 RPO Jumps 110% to $625B; Minus OpenAI, +28%

Episode 683

In today’s Cloud Wars Minute, I dig into Microsoft’s fiscal Q2 results, unpacking the headline RPO surge, the OpenAI effect, and what the numbers rea…

9 months, 1 week ago

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AI Agent & Copilot Podcast: Shawn Dorward on Leading Through the Agentic AI Shift

Episode 667

In this episode of the AI Agent & Copilot Podcast, John Siefert is joined by Shawn Dorward, Vice President at sa.global and a second-year leader on t…

9 months, 1 week ago

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AWS Enters Europe’s Sovereign Cloud Race as Demand for Digital Independence Grows

Episode 682

In today's Cloud Wars Minute, I compare how AWS, Microsoft, Google Cloud, and Oracle are competing in the sovereign cloud race.

Highlights

00:03 — AWS …

9 months, 1 week ago

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