Bob Evans

Creator of #CloudWars · Keynote speaker · Analyzing and writing about digital business, innovation and strategy

[Bob Evans @bobevansIT]

GOOGLE CLOUD + AWS = $1B/DAY CAPEX! The hyperscalers @GoogleCloud & @awscloud each project about $185B CapEx for 2026 for total of about $370B to fuel #AI Revolution in these extraordinary times!

Read more on the #CloudWars Top 10 → https://t.co/Mwoz6u2uua

[Bob Evans @bobevansIT]

At @Workday's biggest-ever DevCon this week, the star of the show was the new #agentic capabilities in its Extend platform, to help developers build faster while maintaining governance & trust. Hear more in #CloudWars Minute.

[Sponsored by Workday]

https://t.co/varHeLY4ud

[Bob Evans @bobevansIT]

This week, @OpenAI CRO Denise Dresser shared more of the company's expectations for its enterprise business. Based on those statements, I tried to estimate the dollar amounts OpenAI's breathtaking growth will produce. Read on for full details.

https://t.co/lFOWqwpTYG

[Bob Evans @bobevansIT]

From the #ChatGPT explosion 3.5 years ago to now, @OpenAI has evolved dramatically. Enterprise revenue is now 40% of OpenAI's total revenue; by the end of this year it’ll be 50%.

For more details and my thoughts, tune in to #CloudWars Minute. https://t.co/sQBxYnjOMF

[Bob Evans @bobevansIT]

Governance & control are key to increasing adoption of #AIagents, and @Microsoft’s latest updates to Copilot Studio make it easier to deploy and scale AI agents without sacrificing that control. Hear more in today's #CloudWars Minute with @_allenK. https://t.co/UYtfFqGj7T

[Bob Evans @bobevansIT]

In a blog post about its new #AI Threat Defense solution, @Google Cloud COO & Pres of Security Products Francis deSouza said it enables customers to "fight AI with AI." To me, it's yet another sign of GC's leadership among the Cloud Wars Top 10.

https://t.co/8ZlG3O39Ck

[Bob Evans @bobevansIT]

The way @GoogleCloud is using its new AI Threat Defense to help customers fight #AI-powered cyberattacks, spearheaded by COO & Pres of Security Products Francis deSouza, solidifies my ranking it #1 on the #CloudWars Top 10. https://t.co/2lTWZb0WVn

[Bob Evans @bobevansIT]

@Salesforce's Q1 revenue of $11.1 billion & 13% growth show big-picture momentum, but to me the larger story is what the numbers show about how Salesforce's entire biz now hinges on its #AgenticAI technologies. Read more: https://t.co/JIKez8iL7z

[Bob Evans @bobevansIT]

ORACLE CLOUD GROWTH TO TOP 50%? @Oracle's fiscal-Q4 numbers come out next week; booming OCI business likely to push #cloud growth above 50% and RPO to near $600B.

Read more of the latest news on the #CloudWars Top 10 → https://t.co/Mwoz6u2uua

[Bob Evans @bobevansIT]

.@Salesforce is starting fiscal ’27 strong. For Q1, rev was up 13% to $11.1 billion, and the earnings call revealed how heavily #AI & #Agentforce, have become the growth engines of Marc @Benioff's company. Hear more in today's #CloudWars Minute. https://t.co/assJYgtn6b

[Bob Evans @bobevansIT]

.@Microsoft & @EYnews are enhancing their partnership with/ a commitment to invest $1 billion+ dollars over 5 years into a new initiative aimed at helping orgs to scale #AI and empowering "frontier firms." Hear more from @_allenK. #CloudWars Minute https://t.co/Q0aleOn97B

[Bob Evans @bobevansIT]

Workday’s Q1 results were strong, but the bigger story may be Aneel Bhusri pushing the company to become truly “AI-native,” not just AI-first.

https://t.co/AJWq3HWTIG

[Bob Evans @bobevansIT]

With a very slight margin for error, @Workday under returned CEO @AneelB released strong Q1 results: sub. rev. up 14.3%, almost $2.4 billion & total sub. rev. backlog up 11% to over $27 billion. Tune in to #CloudWars Minute for more. https://t.co/vwTeW7tMiN

[Bob Evans @bobevansIT]

“The real #AI gold rush isn’t in the models, it’s really that unglamorous work of moving 30-year-old legacy systems to a point where agents can actually do something with the #data.” - @BTinder

#CloudWars @Workday https://t.co/7jQ8glR2G2

[Bob Evans @bobevansIT]

.@Salesforce's new product, #Agentforce Operations, could remove one of enterprise #AI’s biggest adoption barriers, says @_allenK in today's #CloudWars Minute. Tune in for details and a statement from Aman Naima, SVP and GM overseeing the product. https://t.co/CP591zpQgr

[Bob Evans @bobevansIT]

We're all racing to keep up w/ what #AI like @OpenAI's #ChatGPT can do, and it seems that for the foreseeable future we'll also have to deal with some, uh, human-generated "hallucinations" regarding what AI is not.

https://t.co/8wcgCvWEla

[Bob Evans @bobevansIT]

We've all heard and perhaps had our own questions about what #ChatGPT is and isn’t. But maybe not to this extent: in a recent court case, @OpenAI clarified that ChatGPT is not a lawyer after an individual used the #AI tool to build her case. #CloudWars https://t.co/GPbVkvjsKu

[Bob Evans @bobevansIT]

In unpacking @Microsoft’s Work Trend Index, @_allenK says a key message is that companies must focus on #AI absorption in addition to AI adoption, redesigning how work is done and turning AI outputs into actionable insights. Tune in to #CloudWars Minute. https://t.co/WA2uHmVczm

[Bob Evans @bobevansIT]

I recently had a great conversation with @chadwahl , Architect @PalantirTech, about how the number-one company on the #CloudWars growth chart (at 70%) turns modest customer deals into blockbuster ones with regularity, and more.
https://t.co/HK3aRB6OY0

[Bob Evans @bobevansIT]

Enterprise AI has a production problem. But with @Oracle repositioning the database as an active #AI platform rather than a passive data repository, new solutions are emerging. Read more in my new Cloud Wars white paper →

https://t.co/CoMwr1c2Dj

[Sponsored by Oracle]

[Bob Evans @bobevansIT]

#AI demand & the arms race around compute power is reshaping rivalries between @GoogleCloud, @awscloud, @NVIDIA & @AnthropicAI.

In today's #CloudWars Minute, @_allenK looks at recent deals that illuminate this complexity. https://t.co/C4ssMs9Qww