Cloud Wars Live with Bob Evans

John Siefert sits down with Christopher Jones, Vice President of Ecosystems and Partner Alliances at T-Mobile, to explore why enterprise connectivity is becoming foundational to the AI Era. Jones explains how T-Mobile for Business is moving beyond the traditional perception of a telecommunications provider to become an infrastructure layer supporting distributed workforces, AI agents, enterprise applications, and data at the edge.AI Runs on ConnectivityThe Big Themes:Connectivity Underpins Enterprise AI: AI may dominate enterprise conversations, but Jones argues that connectivity remains the foundation that makes AI useful. Applications, agents, enterprise data, and...

In today's Cloud Wars Minute, I explain how AWS is combining custom silicon, enterprise applications, and agentic AI to drive its resurgence.Highlights00:02 — I wanted to talk about an interesting development at AWS, which over the past several quarters has been on a very nice upswing in its business, powered in part by their development of what is now a very large and extremely fast-growing custom chips business.00:37 — That comes down to a billion-dollar chip deal that AWS has just secured with Synopsys, a chip designer that AWS has been working with closely over...

In today's Cloud Wars Minute, I explore why Gartner expects many agentic AI projects to disappear as enterprises get more serious about measurable business value.Highlights00:14 — We're starting to see some interesting analysis coming out of organizations like Gartner. Gartner is saying that 40% of agentic AI projects die by 2027. There are a lot of projects that are going on within organizations that don't actually have good business value or good return on investment.00:52 — And we already started to see a lot of pilots that were just failing over and over and over because peop...

Bob Evans speaks with Chris Leone, Executive Vice President of Applications Development at Oracle, about Fusion Claw and Oracle’s push toward increasingly autonomous enterprise applications. Leone explains how Fusion Claw combines AI reasoning with deterministic enterprise computation to tackle complex, long-running work involving optimization, simulation, reconciliation, and planning.The Rise of Fusion ClawThe Big Themes:From Assistance to Execution: Oracle’s vision for enterprise AI is moving beyond assistants that help employees complete individual tasks toward systems that can actually perform substantial portions of business work. Chris Leone describes Fusion Agentic Applications as b...

In today's Cloud Wars AI Minute, I explore the shift from using AI for workforce reduction to using it to amplify human productivity.Highlights00:18 — There's starting to be a better understanding that there's not a lot of value necessarily in just using AI to be able to do automation. What we're seeing is it does do a great job at this, and it frees up your resources to be able to go do other things.00:36 — What we're starting to see, though, is some analysis coming back that is allowing us to be able to u...

In today’s Cloud Wars Minute, I break down the latest Cloud Wars Top 10 growth chart and the extraordinary momentum reshaping AI and cloud.Highlights00:03 — Got the latest Cloud Wars Top 10 growth chart numbers for you, in which we lay out here the hottest AI and cloud vendors in the world. And right now, we've got number one, Palantir; number two, Google Cloud; number three, Oracle. For Palantir, number one, 93% [growth].00:53 — Google Cloud, up 82% to $24.8 billion. Like Palantir, Google Cloud has been on an upswing for the past few quarters. Oracle's cloud business, powere...

In today's Cloud Wars AI Minute, I look at how Microsoft is using Work IQ to make AI agents faster, more efficient, and potentially less expensive to operate.Highlights00:10 — Today, the topic is going to be Work IQ, and we're actually starting to see Microsoft make very interesting moves inside of Work IQ. We've already seen AI agents doing a lot of really interesting things, specifically around the Graph API. But the big difference here is Microsoft is really looking to monetize the ability for them to be able to do preloaded context, and so th...

In today's Cloud Wars Minute, I look at why Microsoft Work IQ could become increasingly valuable as enterprises deploy more specialized AI agents.Highlights00:12 — Microsoft's much-anticipated Work IQ is finally going into preview. Quick refresher: Work IQ is an intelligence layer that gives Copilot and AI agents context about how work happens across an organization.00:27 — That understanding is grounded in business data from D365 and Power Platform. Cloud Wars CEO John Seifert has written up a great analysis of the launch and what it means for customers, which you can read now on Clou...

In today's Cloud Wars Minute, I unpack Sam Altman's comments on AI safety, security, and responsibility during his Dreamforce conversation with Mark Benioff.Highlights00:03 — I wanted to talk today a little bit about a discussion at Salesforce's recent Dreamforce event. It was a conversation with Salesforce CEO Mark Benioff and the CEO of OpenAI, Sam Altman, and they talked specifically about this whole notion of AI safety, AI security, responsibility, trust, and the recent disaster that OpenAI had when one of its models went rogue and attacked a Hugging Face server.00:39 — Altman and Anth...

In today's Cloud Wars Minute, I look at how Salesforce plans to unleash trapped data, make software do more of the work, and expand beyond its CRM roots.Highlights00:03 — Had some time to digest the big things that happened at Salesforce's recent Dreamforce event, and I wanted to share with you some thoughts of what I think are the five big takeaways from that big combination of Dreamforce, AI partnerships, and Salesforce moving in some new directions outside the traditional CRM space.00:40 — The big promise that I took away from it was that it i...

In today's Cloud Wars Minute, I unpack Workday's move toward agentic contract lifecycle management and greater workflow automation.Highlights00:03 — Workday has announced that its next mission is to bring agentic AI across the entire contract lifecycle, instead of just AI for individual contract-related tasks. The company is launching the Workday Contract Workflow Agent, which is now in early access.00:22 — But before I get into that, I want to share some other findings that kind of support Workday's intentions here. The company recently conducted a survey of nearly 7,000 professionals and found that 89% said their orga...

In today's Cloud Wars Minute, I examine Microsoft’s plans to more than triple its data center capacity as AI compute demand continues to soar.Highlights00:09 — According to reports, Microsoft plans to more than triple its data center capacity, from around 12 gigawatts today to about 38 gigawatts by 2032.00:23 — So, right now, only about two gigawatts of Microsoft's current capacity is centered on AI-specific chips, but that's expected to grow to around one-third of the 38 gigawatts that it's planning. These data centers will be a mix of owned and leased capacity.00:56 — Microsoft expects $50 billion...

In today's Cloud Wars Minute, I look at Microsoft’s new AI-powered Dynamics 365 Activate and what it could mean for Salesforce customers.Highlights00:11 — Microsoft has launched Dynamics 365 Activate. It's an AI-powered tool for migrating from Salesforce to Dynamics 365. In practice , this means analyzing a company's existing Salesforce setup, its data workflows, customizations, and integrations.00:31 — And then mapping what should be migrated, simplified, or redesigned in Dynamics 365. Now, the goal is to reduce the cost, the complexity, and the friction of switching enterprise software. So this is just the start for Activate, and Microsoft plans...

In today's Cloud Wars Minute, I examine what Salesforce’s reported interest in Listen Labs could mean for the future of Agentforce.Highlights00:04 — Salesforce is reportedly in talks to acquire Listen Labs for close to $2 billion. Listen Labs is an AI-powered customer research company that uses AI tools to carry out really large-scale customer interviews and analyze those conversations.00:23 — And it's got a pretty impressive client base, with companies like Microsoft, Perplexity, and Robinhood among its customers. So, why the interest from Salesforce? Because while it's one of the world's best-known CRM companies, it isn...

In today's Cloud Wars Minute, I recap some of the comments from CEO Marc Benioff's keynote at Dreamforce about the value of partnerships that enable extended, end-to-end capabilities for customers that a single company cannot provide alone.Highlights00:32 — CEO Marc Benioff said the arrival of Salesforce's new AIforce UI changes everything. No one company can handle all of the changes, so the corresponding expansion of partnerships that Salesforce undertook with these other great companies is a sign that customers want the simplicity, speed, and wide-ranging end-to-end solutions that will require all of the Cloud Wars To...

In today’s Cloud Wars AI Minute, I break down Gartner’s $2.59 trillion AI infrastructure spending figure and why rising compute and memory costs are shifting where the economics of the AI boom are landing.Highlights00:11 — Let's talk about this new Gartner number that just came out. Gartner is claiming that it's $2.59 trillion in CapEx expenditures that we're starting to see companies investing in the AI infrastructure space. Well, this is a very big number, and in an earlier video, I covered the fact that now we're starting to see cash flow not being able to kee...

In today’s Cloud Wars Agent and Copilot Minute, I break down Microsoft’s rollout of OpenAI’s GPT-6 Astra in Foundry and why enterprise controls could be a major differentiator for agentic AI.Highlights00:09 — So a quick recap before I get into this story: at the start of September, OpenAI launched GPT-6 Astra, which it described as the world's most intelligent and aligned model. Now, I'd urge you to check out the promotional video that accompanied that launch, because it's pretty mind-blowing in terms of what this model can do.00:31 — It's been a shift aw...

In today’s Cloud Wars AI Minute, I break down the explosive growth in AI infrastructure spending and the growing pressure on hyperscalers as CapEx begins to exceed operating cash flow.Highlights0:14 — The thing I'm going to talk about today is the fact that we are now seeing over $700 billion in AI buildout as far as the investment in CapEx that's starting to be spent. Well, this is really an interesting situation because we're starting to see that the actual CapEx expenditures are exceeding the cash flow funding it at this point.0:57 — Amazon is say...

In this Cloud Wars Minute, I dive deeper into comments from Oracle's Q1 earnings call on its philosophy, position, and strategy where agents meet applications.Highlights00:16 — I think Oracle has, by far, been speaking with the most clarity about what the interplay between apps and agents will be. This is incredibly important for customers. Just a couple of years ago, Microsoft CEO Satya Nadella turned the whole apps world upside down when he suggested that the arrival of AI, agents, and copilots would hollow out applications.00:46 — During the Q1 earnings call, CEO Mike Sici...

In today’s Cloud Wars AI Minute, I break down the rise of AI model fatigue and why the industry’s rapid release cycle may be moving faster than buyers can keep up.Highlights00:16 — The thing we’re going to talk about today is going to be model fatigue. And this is a real thing that’s starting to happen in the industry as these models keep coming out, and they come out so quick that you’re starting to see that the race of the releases are just outrunning the buyer’s ability to be able to con...