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Salesforce Q2 Growth Slips But New AI Products Plus Big Anthropic Deal Point to Future Acceleration

Episode 937

In today's Cloud Wars Minute, I analyze Salesforce’s latest results and why Dreamforce could be critical for proving its AI opportunity is here now.

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1 month, 3 weeks ago

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Agentic AI Is Transforming the Economics of Token Consumption

Episode 934

In today's Cloud Wars AI Minute, I explore why falling token prices aren't necessarily making AI transactions cheaper.

Highlights

00:01 — So, one of …

1 month, 3 weeks ago

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Workday Joins NVIDIA, Microsoft and IBM in Open Secure AI Alliance

Episode 935

In today's Cloud Wars Minute, I explain why Workday believes AI security is becoming an ecosystem problem that no single vendor can solve independent…

1 month, 3 weeks ago

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Power Pair: Google Cloud + Oracle Share Crown Jewels for AI Transformation

Episode 932

In today's Cloud Wars Minute, I examine why the emerging Google Cloud and Oracle alliance could reshape how enterprises accelerate their AI transform…

1 month, 3 weeks ago

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Maia 300 Could Give Microsoft Azure a Major AI Infrastructure Advantage

Episode 931

00:03 — According to recent reports, Microsoft is set to reveal its Maia 300 AI accelerator as early as September this year. For context, Microsoft l…

1 month, 3 weeks ago

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Google Cloud Powers Mirendil Frontier AI Research With TPUs and NVIDIA GPUs

Episode 930

Visit Cloud Wars for more.

1 month, 4 weeks ago

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Palantir’s Chad Wahlquist on Why Business Outcomes Are the Real AI Benchmark

Episode 926

Bob Evans speaks with Chad Wahlquist, an Architect at Palantir, about what is driving the company’s extraordinary growth and, more importantly, what …

2 months ago

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The Palantir Phenomenon: Inside Its Big Q2 Growth

Episode 929

00:03 — We've had a lot of big numbers come out for Q2 reports. Google Cloud is at 82 percent. AWS growth jumped up to 37 percent. But I have to take…

2 months ago

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Pentagon Approves Salesforce AI Agents for Sensitive Unclassified Missions

Episode 928

 

00:03 — In a big coup for Salesforce, the Pentagon has approved the use of its Missionforce national security platform to launch AI agents on the m…

2 months ago

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Handshake CEO Garrett Lord on Why Fine-Tuning Shouldn’t Be Your First AI Move

Episode 925

In this special episode of Cloud Wars, Bob Evans speaks with Garrett Lord, co-founder and CEO of Handshake, about one of the biggest challenges facin…

2 months ago

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