Bob Evans @bobevansIT

Creator of #CloudWars · Keynote speaker · Analyzing and writing about digital business, innovation and strategy cloudwars.com New York and Pittsburgh Joined April 2009

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Bob Evans @bobevansIT

3 days ago

In a recent post @Google executives wrote: "Our #AI systems are becoming more efficient through research innovations and software and hardware efficiency improvements...." More details in my #CloudWars analysis. cloudwars.com/cloud/ai-wont-…

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Bob Evans @bobevansIT

3 days ago

.@Google says it has achieved a 33x reduction in power consumption for #Gemini #AI apps' text prompts -- remarkable! With a commitment to analysis & data collection across its stack, it's got a great foundation for more changes. More in #CloudWars Minute. cloudwars.com/cloud-wars-min…

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Bob Evans @bobevansIT

4 days ago

"Today, #AI is a core reason why customers are choosing @Snowflake, influencing nearly 50% of new logos won in Q2," CEO Sridhar Ramaswamy. On its heels, however, are @SAP, @Oracle, @Microsoft, @PalantirTech, @databricks, & others. Read more in #CloudWars. cloudwars.com/ai/ai-powering…

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Bob Evans @bobevansIT

5 days ago

META PICKS GOOGLE CLOUD IN $10B MEGADEAL: The #CloudWars once again spawn fascinating frenemy financials as @Meta picks former/kinda-current rival @Google for huge $10B deal. Read more news on the Top 10 → cloudwars.com/cloud-wars-top…

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Bob Evans @bobevansIT

5 days ago

.@Snowflake has been a remarkable story of growth & achievement w/ #AI #DataCloud & more. It had a very strong Q2 (prod revenue up 32% to $1.09 billion, its first time topping $1B). But the competition is intensifying. Hear more in #CloudWars Minute. cloudwars.com/cloud-wars-min…

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Bob Evans @bobevansIT

a week ago

Explosive #AI demand is driving massive #infrastructure deals, like the one @googlecloud has just entered into w/ @Meta for 6 yrs, reportedly worth over $10 billion. There are a lot of interesting layers to this, as @_allenk reports in #CloudWars Minute. cloudwars.com/cloud-wars-min…

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Bob Evans @bobevansIT

a week ago

If a 21-year-old company can qualify as a #tech unicorn, this is it: @PalantirTech is about to crash the Cloud Wars Top 10 party after the posting its first $1-billion quarter on 48% growth. More details in today's update. cloudwars.com/ai/palantir-ri…

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Bob Evans @bobevansIT

2 weeks ago

.@Oracle is set to spend over $1 billion / yr to power a new mega #datacenter in West Texas, using gas generators instead of waiting to be connected to the local utilities. Tune in to #CloudWars Minute with @_allenk for a look into the implications. cloudwars.com/cloud-wars-min…

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Bob Evans @bobevansIT

2 weeks ago

Competing against much-larger apps rivals like @SAP, @Oracle, & @Microsoft, @Workday has to pair superb execution with lightning-fast #innovation. Its Q2 numbers indicate CEO @CarlEschenbach & team are up to that significant and ongoing challenge. cloudwars.com/ai/workday-ai-…

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Bob Evans @bobevansIT

2 weeks ago

For Q2, @Workday reported subscription #revenue up 14% to $2.17B and current #RPO up 16.4% to almost $8B. In today's #CloudWars Minute, I run through my list of 10 factors driving these strong results, from #AI solutions to suites and more. Tune in. cloudwars.com/cloud-wars-min…

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Bob Evans @bobevansIT

2 weeks ago

GOOGLE CLOUD & ORACLE “MULTI-AI": @Google's #Gemini #AI on @Oracle #Cloud will spur all Cloud Wars Top 10 vendors to create more customer value by collaborating with competitors for benefit of customers. Read more of the latest news → cloudwars.com/cloud-wars-top…

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Bob Evans @bobevansIT

2 weeks ago

.@SAP has agreed to acquire talent acquisition software provider @SmartRecruiters. In today's #CloudWars Minute, @_allenk talks about what this means for the future of #AI-powered talent acquisition within the #SuccessFactors #HCM suite. cloudwars.com/cloud-wars-min…

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Bob Evans @bobevansIT

2 weeks ago

.@Oracle's mission to transform the #healthcare industry continues with an updated version of its Health #EHR, featuring native #AIagents that operate together as a system for maximum process efficiency. @_allenk shares more in #CloudWars Minute. cloudwars.com/cloud-wars-min…

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Bob Evans @bobevansIT

2 weeks ago

Despite eye-popping CapEx spending by @awscloud , @Microsoft, @googlecloud , and @Oracle, these #cloudWars leaders still can't keep up with demand from biz across the globe banking on #cloud & #AI. cloudwars.com/ai/hyperscaler…

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Bob Evans @bobevansIT

2 weeks ago

The four hyperscalers combined — @awscloud, @Microsoft, @Google, @Oracle — are now spending nearly a billion dollars a day on CapEx to try to keep up with explosive #AI demand. Get the specifics and my thoughts on this in today's #CloudWars Minute. cloudwars.com/cloud-wars-min…

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Bob Evans @bobevansIT

3 weeks ago

Major moves in the #AI space: Google Cloud and Oracle are joining forces to bring #Gemini to OCI. With #leaders like Thomas Kurian and Clay Magouyrk pushing boundaries, this isn't just tech integration—it’s a bold reimagining of how AI reaches customers. cloudwars.com/ai/google-clou…

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Bob Evans @bobevansIT

3 weeks ago

With @Oracle's new Globally Distributed Exadata Database on Exascale, enterprises can scale across regions, stay compliant with local laws, and more. As SVP Wei Hu shared in the latest Cloud Wars Live podcast, it’s a unified data experience. cloudwars.com/cloud/oracles-…

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Bob Evans @bobevansIT

3 weeks ago

WHY ORACLE, GOOGLE CLOUD ARE A.I. LEADERS: Groundbreaking deal making @googlecloud's #Gemini #AI available on @Oracle #Cloud will compel other vendors to create new combos for customers. Read more news on the #CloudWars Top 10 → cloudwars.com/cloud-wars-top…

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Bob Evans @bobevansIT

3 weeks ago

"Hallucinations" were a significant concern when #GenAI first emerged, says @_allenk in #CloudWars Minute, but @awscloud's new automated reasoning checks represent an important leap forward in confirming the accuracy of content generated by #AI. Tune in. cloudwars.com/cloud-wars-min…