Cloud Wars Live with Bob Evans

Bob Evans
  • 4.7 (17)
  • TECHNOLOGY
  • UPDATED WEEKLY

Cloud Wars analyzes the major cloud vendors from the perspective of business customers. In Cloud Wars Live, Bob Evans talks with both sides about these profoundly transformative technologies, and with monthly All-Star guests from across the business community about the trends impacting how the world lives, works, plays, and dreams. Visit https://cloudwars.com for more.

  1. 11H AGO

    Larry Ellison: Oracle's Grand AI Plan for 2026

    In today's Cloud Wars Minute, I look at why private-data inferencing may be the next trillion-dollar AI market Highlights 00:28 — Larry Ellison's grand AI plan for 2026 is centered on the holy grail for CEOs, boards of directors, and business leaders. They’re looking to unlock the power of all their data for AI reasoning and inferencing. Oracle’s promise is that Oracle’s solutions are going to allow companies to be able to reason and do inferencing on all of their private data, and to do so very securely. 01:24 — Here are the pieces that he said are going to come together for this: the existing Oracle databases and all the data that’s in them plus now the new Oracle AI Database. They’ve got their Oracle Applications, Oracle Cloud Infrastructure. All of those pieces are coming together. 02:59 — We’ve all heard about training AI models. He said that is a spectacularly huge and fast-growing business. But, he said, when you then take that away from training the models and get it into the corporate world, to be able to do the reasoning over and inferencing on private corporate data, he said that’s an even bigger market than training AI models. 03:24 — And he said Oracle is going to be right in the thick of these two — the largest and fastest-growing markets in history — now in the Cloud Wars. Oracle, I believe, has taken the lead position in saying, “We cannot just outline it and describe it. We can do it. We can deliver it, and we can do that now.” This is where Ellison has helped to distinguish Oracle from all other competitors. 04:08 — He’s done this for the last half century, and I think at this point, with some of the different pieces he’s put together, we’ve got to position Oracle as the leader — at least right now — in enabling the fulfilment of this Holy Grail, where companies are able to unlock and unleash the power of all of their data for AI applications and AI purposes, leading the way into the AI economy. Visit Cloud Wars for more.

    5 min

  2. 1D AGO

    Pearson CEO Omar Abbosh on Building Trusted AI with IBM

    In today's Cloud Wars Minute, I share how big tech and Edtech are aligning to meet the challenges of rapid change. Highlights 00:03 — IBM and Pearson have announced a partnership to create personalized learning products powered by AI. These products are designed for a wide range of businesses, public organizations, and educational institutions. Pearson aims to utilize watsonx Orchestrate and watsonx Governance to develop these products. Additionally, IBM will create a custom AI-powered learning platform. 00:47 —Moreover, IBM will also deliver Pearson solutions to its customers and employees. The two companies are also exploring tools to help verify the capabilities of AI agents. Omar Abbosh, CEO of Pearson, explained that, together with IBM, the company was building trusted AI-powered learning tools that will help people and organizations thrive in a world of constant change. 01:36 — This is a great example of the flexibility and multifaceted nature of the AI Era, where companies form strategic partnerships not only to get a product out there and to market, but also to share expertise on new tools and systems. These collaborations help boost understanding and adoption of AI Visit Cloud Wars for more.

    2 min

  3. 12/23/2025

    AI Agent & Copilot Podcast: Microsoft's Grant Dess Provides AI Agent & Copilot Summit Insights

    Key Takeaways Reflections: Grant reflects on last year's AI Agent & Copilot Summit, acknowledging the in-depth learning opportunities given the newness of AI at the time. Although it was the first year, he says it "felt like a really mature conference." The upcoming AI Agent & Copilot Summit can enable attendees to dig deeper into "how we actually accomplish things as a business, as an organization, and even as individuals.Session considerations: Looking forward to the event in March, Grant is excited to attend various sessions. He finds sessions on Microsoft products interesting as well as sessions that provide an individual point of view. "I'll look at the content of a session, but I look almost equally as much at the speaker to think about, 'What is this person like? What's their perspective in the world and on business? And how are they using this in a way that other people aren't yet?' I think that's where we start hitting and tapping on innovation."Learning from insights: AI Agent & Copilot Summit speakers come to the event prepared to share their experiences and expertise with attendees. Grant outlines what topics attendees might expect and what sessions he submitted to speak at the event. "The world is changing by the minute, and I think it's important for us to go into this eyes wide open and think about what we're doing right and how we're doing it. It matters," he states. Visit Cloud Wars for more.

    17 min

  4. 12/23/2025

    AI-Enhanced Security: ServiceNow’s Bold Move with Armis

    In today's Cloud Wars Minute, I explore what ServiceNow’s potential $7B acquisition of Armis could mean for its cybersecurity strategy and its customers. Highlights 00:06 — According to recent reports, ServiceNow is in advanced talks to acquire Armis, with more details expected to be announced in the coming days. Coverage from Bloomberg suggests that the deal could be worth up to $7 billion. I want to discuss what the introduction of Armis to the ServiceNow ecosystem could mean for customers. 00:34 — Armis is a cyber exposure management and security company. The company's technology protects the integrity of an organization's attack surface and manages cyber risk exposure in real time. The company's flagship platform, Armis Centrix, is an AI-enhanced, cloud-native security solution that monitors an organization's digital attack surface. 01:07 — If this deal goes ahead at the reported price, it would be by far the largest acquisition in ServiceNow's history. The addition of AI-enhanced cybersecurity tools that not only consistently monitor but also provide real-time priority protection would significantly boost ServiceNow's existing security capabilities.   Visit Cloud Wars for more.

    2 min

  5. 12/22/2025

    AI Agent & Copilot Podcast: Insight Works' Mark Hamblin on How AI Transforms Process, Products

    Key Takeaways AI use cases: At Insight Works, Hamblin explains that AI is leveraged in three main ways: to enhance internal business process development, to create higher-quality marketing content, and to enhance product offerings.Product specifics: Hamblin shares how AI is streamlining Shop Floor Insight, a product of Insight Works, by automating labor time validation, eliminating the need for supervisors to manually review time cards through exception-based logic and rules. Further, AI and agents are enhancing production scheduling by analyzing millions of decision points, identifying issues, and providing real-time insights or alerts, paving the way for innovative, user-driven automation through tools like the Agent Playground.Adoption: Hamblin notes the mixed reactions to AI adoption. While AI can rapidly deliver solutions, such as building a container management system in hours, it ultimately enables employees to focus on higher-value work, helping businesses scale without increasing headcount. However, AI-related change management can be complex, as capabilities evolve dramatically within months and future advancements are unpredictable. This uncertainty poses challenges for change management.AI advancement: Now, AI excels at processing large datasets and answering natural language queries, and its capabilities have advanced dramatically compared to a few years ago. Previously, it could build applications like a WMS mobile app in minutes, but today’s technology is far more powerful and sophisticated. Visit Cloud Wars for more.

    24 min

  6. 12/22/2025

    Microsoft’s Frontier Firms: How Copilot at Scale Is Redefining the AI Operating Model

    Visit Cloud Wars for more.

    3 min

  7. 12/19/2025

    Merry Christmas!! Happy Holidays!! May 2026 Be the Best Year Ever!!

    In today's Cloud Wars Minute, I want to wish everybody a Merry Christmas, Happy Holidays, and an incredible New Year. Highlights 00:02 — This is the best time of the year, the holidays. We want to say Merry Christmas and Happy Holidays. Happy New Year to everybody. This is my special partner, Louisa. She's two and a half. She's quite the technologist. 00:40 — So, hey, everybody, I just want to say it is a blast being a little part of your technology lives. We have enjoyed this year so much. We are having lots of fun with Cloud Wars. Louisa's got to go. She's got big things to do. Merry Christmas. Happy Holidays. Happy New Year to you. Visit Cloud Wars for more.

    1 min

  8. 12/18/2025

    AI Mindset + Culture: Google Cloud Helps BNY Deliver 'AI For Everyone, Everywhere, Everything'

    today's Cloud Wars Minute, I unpack how tech and mindset together will decide the winners in the 2026 AI economy. Highlights 00:31 — Google Cloud, has just had a pretty interesting engagement with BNY Mellon. BNY used to be called Bank of New York, merged with Mellon — a massive financial services organization — and they've got what I think is a brilliant AI strategy. It's simply: “AI for everyone, everywhere, everything." 01:24 — BNY has chosen to take Gemini Enterprise and adapt it into BNY’s own sort of home-built AI platform called Eliza. And again, as I noted here, a big part of BNY's mindset on this — their approach to it — is to say: everybody in the organization now has access to the Eliza platform, and now with Gemini Enterprise as well. 02:40 — Now, this is something that Google Cloud CTO Will Grannis and I recently discussed on a podcast episode. Fascinating comments from Will — we’ve got a lot of that covered in a detailed article that will be posted later this morning on this whole BNY–Google Cloud collaboration. 03:19 — Will said, look: you can make two lists. On one side, there's a list of companies that succeeded with AI in spite of their culture. He said the other list is companies that succeeded with AI because of their culture. And he said one of those lists will be empty. Guess which one that'll be? 04:07 — I think that's going to be one of the big issues and stories going into 2026. The companies that are going to win in the AI economy are going to be ones that are able to master that duality of both the technology and the culture/mindset thing. It has been a fun year here in the Cloud Wars, and we've got more coming up tomorrow — a special Christmas episode of Cloud Wars Minute. Visit Cloud Wars for more.

    5 min
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4.7
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17 Ratings

About

Cloud Wars analyzes the major cloud vendors from the perspective of business customers. In Cloud Wars Live, Bob Evans talks with both sides about these profoundly transformative technologies, and with monthly All-Star guests from across the business community about the trends impacting how the world lives, works, plays, and dreams. Visit https://cloudwars.com for more.

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