Cloud Wars Live with Bob Evans

Bob Evans

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. قبل ٢٠ ساعة

    Andi Gutmans on Why Google Cloud’s Agentic Data Cloud Changes Everything | Cloud Wars Live

    In this special episode of Cloud Wars Live from Google Cloud Next, Bob Evans speaks with Andi Gutmans about Google Cloud’s newly announced Agentic Data Cloud and what it means for enterprise customers entering the AI-driven future. Gutmans explains how businesses must rethink data platforms for an era where autonomous agents, not just people, need instant access to trusted enterprise knowledge. The New Data Foundation The Big Themes: The Agentic Data Cloud Is a Reinvention: Google Cloud is not simply rebranding its existing Data Cloud, it is fundamentally redesigning it for the agentic AI era. Gutmans explains that data must evolve from being a passive repository into active business knowledge that agents can reason over. He describes this as moving from a “system of intelligence” to a “system of action.” The newly announced Agentic Data Cloud includes innovations across databases, analytics, storage, and governance so agents can securely access and act on enterprise information. Culture Matters More Than Technology: According to Gutmans, the organizations moving fastest are the ones embracing cultural transformation, not just deploying models on top of old systems. Companies succeeding in the agentic era are rethinking how their data platforms work and how employees engage with AI. Instead of treating agents as copilots, they view every employee as an orchestrator of agents. That mindset shift drives faster ROI because it creates readiness for change and willingness to innovate. Google’s Vertical Stack Is a Major Advantage: Gutmans says that Google Cloud is uniquely positioned because it owns the entire stack: AI infrastructure, models, and the data platform itself. This allows what he calls “closed-loop innovation” between models and data systems, where improvements in one directly enhance the other. He says many people underestimate how important that relationship is because model reasoning must evolve alongside the platform serving enterprise data. Products like BigQuery, Spanner, and Gemini benefit from Google’s decades of operating at massive scale, including multiple billion-user businesses. The Big Quote: "We're moving from this reactive, agentic experience to agents truly being autonomous, being able to drive outcomes for the business, and that's also now steering how we're thinking about the data cloud." More from Google Cloud: Learn more about what's new in the Agentic Data Cloud and security in the AI era. Visit Cloud Wars for more.

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  2. قبل ٢٣ ساعة

    AI Agent & Copilot Podcast: Ryan Grant on Where to Start with AI Adoption

    In this episode of the AI Agent & Copilot Podcast, Giuseppe Ianni sits down with Ryan Grant, Chief Strategy and Revenue Officer at sa.global, who shares insights on how organizations are approaching AI adoption, where they’re struggling to get started, and how industry-specific agentic solutions can drive efficiency and revenue protection. Their discussion, recorded live at the 2026 AI Agent & Copilot Summit NA, spotlights the urgency, complexity, and opportunity surrounding AI transformation. Key Takeaways Starting Is the Biggest Challenge: Many organizations are not lacking interest, but direction. Grant says that customers are struggling to prioritize use cases across departments. The range of entry points (from finance to customer experience) creates confusion. The key is narrowing focus and identifying high-impact starting points. Without clarity, companies risk paralysis or misaligned investments. Industry-Specific AI Is the Real Differentiator: Grant discusses the importance of tailoring AI solutions: “what we're really trying to do… is figure out how to help those industries optimize.” Generic AI tools fall short without context. By focusing on sectors like construction, engineering, and legal, sa.global builds agents that understand workflows, billing models, and operational nuances. AI Must Understand Your Business to Work: One of the most powerful insights: “you can go plug an agent in, but if it doesn't know your business… it's never going to work.” AI is not plug-and-play. Like a new employee, it needs training, context, and alignment with company processes. Organizations must integrate AI into their workflows thoughtfully, ensuring it reflects how they operate. This alignment is the difference between failed pilots and transformative success. Visit Cloud Wars for more.

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  3. قبل يوم واحد

    Google Cloud: New Gemini Enterprise Leapfrogs Competition

    In today’s Cloud Wars Minute, I look at why Google Cloud’s new Gemini Enterprise could reshape enterprise AI and force competitors to raise their game. Highlights 00:44 — I think we’re going to see Google Cloud leapfrog the competition with Gemini Enterprise. I believe it’s absolutely a breakthrough product — enormously impressive. I’ll have a longer, detailed article later today on cloudwars.com where I go into more depth, but let me offer a few thoughts here. 01:06 — First of all, it’s going to force all the AI and cloud players to step up to a different level. For roughly the past three and a half years — since the launch of ChatGPT 3.5, when the AI Revolution kicked off — the tech industry has released an incredible array of dazzling, powerful, highly capable, and truly breathtaking technologies. At the same time, most of those technologies have required customers to assemble everything themselves. 01:37 — Gemini Enterprise, in its new format, pulls together everything Google Cloud offers — very open, easy-to-work-with technologies from other companies, plus access to all the data customers have. That’s where I think it will really help customers who have been spending far too much on integration costs trying to rationalize their AI investments. 02:08 — Second, it connects systems of record. Google particularly called out data from applications like Workday, Salesforce, platforms such as Palantir, and ServiceNow — making it easy for customers to pull data from all those places. Industry-specific and domain-specific agents are also central to what Google Cloud is building into this new Gemini Enterprise version. 03:05 —Third, security. Google Cloud is introducing everything from an agentic security operations center to autonomous security agents that continuously look for threats, report back, and take action. This isn’t passive security — hoping nothing happens — but an active stance: getting ahead of threats. 03:56 — Finally, the powerful partner ecosystem. This has always been a major part of Google Cloud’s strategy. Thomas Kurian has made partnerships a centerpiece — not just Google Cloud technologies, but the force-multiplying effect of partners playing a huge role in what customers can now achieve with the new and improved Gemini Enterprise. Visit Cloud Wars for more.

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  4. قبل يومين

    Oracle Advances Multi-Cloud Connectivity: Faster, Simpler, More Flexible

    In today's Cloud Wars Minute, I explain why Oracle’s AWS partnership signals a new era of cloud interoperability. Highlight 00:03 — Recently, my colleague Bob Evans reported on a new initiative from AWS called Interconnect multicloud aimed at enhancing the company's multi-cloud offerings. Now, Oracle has announced that it will leverage AWS Interconnect multicloud to expand its multi-cloud networking capabilities. 00:31 — Oracle is enabling high-performance connectivity between Oracle Cloud Infrastructure and AWS by connecting Oracle Interconnect with AWS Interconnect multicloud. Now, as a result, Oracle customers will gain, and I quote, access to "a fast, private, managed connection to run applications and move data seamlessly between OCI and AWS." 01:00 — This new connectivity will support both full and split-stack multi-cloud deployments, empowering customers to confidently leverage the benefits of both cloud providers without the management complexity that previously posed major challenges. 01:14 — Nathan Thomas, Senior Vice President, Product Management at Oracle Cloud Infrastructure, said the following: "Oracle continues to advance multi-cloud connectivity as part of its commitment to help customers unlock flexibility, agility, and performance across clouds." 01:40 — Once again, we see Oracle at the forefront of multi-cloud connectivity, quickly integrating with a competitor's product to ensure that its customers are always in a position to realize their business ambitions, most notably in the AI space, without the issues of dispersed systems, data silos, and latency. Visit Cloud Wars for more.

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  5. قبل ٣ أيام

    Google Cloud's Next in Vegas: 3 Launch Predictions

    In today's Cloud Wars Minute, I preview Google Cloud Next and share three bold predictions around AI security, sovereignty, and Gemini Enterprise. Highlights 00:03 — We’ve got Google Cloud Next coming up this week in Las Vegas. The world’s number one cloud and AI provider is going to, no doubt, roll out a lot of interesting technologies, partnerships, go-to-market plans, and new ways for customers to thrive in the AI Economy. 00:31 — First, I think big launches around AI security. This has been a differentiator for Google Cloud in the whole run of the hyperscaler competition, and it's distinguished itself with Mandiant and threat intelligence capabilities. And it recently closed the acquisition of Wiz. So it's got some very good foundations there to build upon in AI security and sovereignty. 01:23 — Similarly, AI sovereignty is huge now, and it's only going to get bigger here in the AI Era, as data becomes more vital, privacy becomes more vital, security becomes more vital, and a lot of nations and regions are going to become even more specific in trying to say here's what's possible with the movement of not only data, but applications, where things have to be based. 02:08 — Too many technology vendors and customers were falling into a trap of thinking there’s a false choice, you can either be fully compliant or grow aggressively. Google Cloud says that’s a false choice and customers can do both. 03:43 — My prediction for the third big area is Gemini Enterprise, a breakthrough product with strong customer adoption, enabling companies to build agents and integrate AI into workflows at scale. Visit Cloud Wars for more.

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  6. قبل ٤ أيام

    AWS Multicloud Shows Oracle Leads and AWS Follows

    In today's Cloud Wars Minute, I explore the growing divide between cloud innovators and followers in the AI Era. Highlights 00:03 — Now we see here in April of 2026 a distinction between leaders and followers in the cloud and AI markets. And this came through quite distinctly here. AWS has just launched what it calls its multi-cloud interconnect service, and it's going to be good for some customers. 00:51 — In spite of the fact that AWS cloud revenue is much, much larger than Oracle, size matters, but it is not the only differentiator. Their service is going to start with Google Cloud, and AWS is going to add both Microsoft and Oracle later this year to allow secure data exchange across these clouds. 01:42 — Oracle followed that up with what I call the Microsoft miracle, where it set up these multi-cloud partnerships with its three primary rivals — first Microsoft, then Google Cloud, then AWS — allowing customers to buy and deploy the Oracle database through those other clouds. 02:22 — As far as who is setting the agenda and driving innovation, it's very much more Oracle and Google Cloud, and AWS now is proven a follower. I can't even call them a fast follower, because it's been about three years since they followed up on this. 03:10 — In the midst of the AI revolution and the beginning of the global AI economy, it's much more important to find tech partners who help you create the future, not just improve the past, and that's why innovation that drives rapid business outcomes matters most. 03:56 — So with businesses now being in a situation where they don't have lots and lots of time to tinker and experiment and wait to see what the competitors do, they've got to move very quickly. That's why with the Cloud Wars Top 10, I've put such an emphasis on innovation that drives rapid business outcomes. Visit Cloud Wars for more.

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  7. ١٧ أبريل

    Microsoft Introduces Hybrid AI Automation in Copilot Studio

    hts 00:09 — Microsoft has introduced new capabilities to Copilot Studio to enhance automated operations by combining AI agents and workflows. Currently, Copilot Studio users can choose between agents and workflows to create automations. 00:27 — While agents are inherently flexible when it comes to business use cases, Microsoft has recognized that, as they state, pure agent autonomy doesn't always hold up to production requirements. On the other hand, workflows, which are more rigid and rule-based, can be inflexible and may have limitations in their capabilities. 00:58 — The first pattern involves workflows calling agents to make judgment calls on structured automations. To support this, Microsoft is introducing agent nodes. This allows users to call an existing agent from a workflow, send a message to the agent, retrieve the agent's response, and use it in subsequent workflow steps if necessary. 01:31 — Now, the second pattern that Microsoft has identified is using workflows as tools. In this scenario, when an agent is working through a complex task, instead of trying to learn how to handle it independently, it can call an existing workflow to execute the subprocess and then continue its reasoning based on the results. 02:29 — Microsoft states that these two approaches combine agents and workflows to provide users with the flexibility to build automations that better address real-world needs—and that's the key here: real-world applications. Visit Cloud Wars for more.

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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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