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Dear Andy Jassy: Your Microsoft Numbers Are Full of Holes

Episode 529

In today's Cloud Wars Minute, I take a closer look at AWS’s market positioning and the narrative shared during its recent earnings call.

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00:…

1 year, 2 months ago

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Say Goodbye to AI Hallucinations: AWS Unveils New Accuracy Tools

Episode 527

In today's Cloud Wars Minute, I explore AWS's bold new approach to eliminating AI hallucinations using automated reasoning and formal logic.

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1 year, 2 months ago

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Nadella Explains: What Made Azure Soar in Microsoft Big Q4

Episode 526

 In today's Cloud Wars Minute, I unpack the strategy behind Microsoft’s $368B in contracted cloud business and Q4 surge.

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00:39— CEO Satya Na…

1 year, 2 months ago

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Snowflake Ventures & Capital One Back Hightouch to Advance Agentic AI in Marketing

Episode 525

In today’s Cloud Wars Minute, I cover Snowflake’s investment in Hightouch to advance agentic AI for personalized marketing.

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00:03 — Snowflak…

1 year, 2 months ago

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Larry Ellison's $100B Deal With OpenAI: Biggest Tech Contract Ever?

Episode 524

In today's Cloud Wars Minute, I take a closer look at what may be the biggest B2B deal in tech history, Larry Ellison’s $100B+ agreement with OpenAI.…

1 year, 2 months ago

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Oracle’s Kris Rice Talks AI, MCP Integration, and the Future of Cloud | Cloud Wars Live

Episode 520

In today's special edition of Cloud Wars Live, Bob Evans talks with Kris Rice, Senior Vice President, Software Development, Oracle Database, about th…

1 year, 2 months ago

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Satya Nadella to Competitors: “MSFT Is #1; You Can All Fight for Runner-Up”

Episode 523

In today’s Cloud Wars Minute, I discuss Satya Nadella’s bold Q4 claim that Microsoft is the #1 cloud provider, leaving rivals to fight for second pla…

1 year, 2 months ago

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IBM Data Breach Report Exposes AI Governance Gaps

Episode 522

In today’s Cloud Wars Minute, I highlight how the rapid rise of AI — without the right security in place — could be the biggest unseen threat to your…

1 year, 2 months ago

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AI Hyperscaler Race: Sprinting — Microsoft, Google, Oracle; Strolling — AWS

Episode 521

In today's Cloud Wars Minute, I reveal why AWS’s growth, though strong in isolation, looks sluggish compared to its peers.

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00:29 — We're see…

1 year, 2 months ago

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Inside the Google Cloud–ServiceNow $1.2 Billion Partnership

Episode 519

In today's Cloud Wars Minute, I break down reports of a potential $1.2 billion cloud deal between Google Cloud and ServiceNow, and what it means for …

1 year, 2 months ago

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