Creator of #CloudWars · Keynote speaker · Analyzing and writing about digital business, innovation and strategy
Joined April 2009
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1,449 Photos and videos
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May 11
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 → cloudwars.com/cloud-wars-top…
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Jun 12
At #SAPSapphire @SAP rolled out the newest #AI-powered version of its ERP suite, now called the Autonomous Suite. I saw down with Jan Gilg, Global Pres for Customer Success, Americas, to discuss this new offering in detail. #CloudWars cloudwars.com/ai/saps-jan-gi…
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Jun 11
At @Oracle, #cloud growth is accelerating even as its revenue base expands AND the company is paving the way for continued hypergrowth, adding a stunning $85 billion to its backlog in Q4, with RPO up 363% to $638 billion.
cloudwars.com/ai/oracle-q4-b…
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Jun 11
.@Oracle absolutely crushed its Q4 performance, led by a 363% leap in backlog or #RPO, up to $638 billion. (Not misprints.) Among many winners, its #multicloud #AI database business, it said, was up 404%.
Tune in to #CloudWars Minute for more. cloudwars.com/cloud-wars-min…
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Jun 10
.@Workday's acquisition of #Sana was pivotal, accelerating its push in the enterprise #AI era, and its two new autonomous #agents show the enormous potential of this team-up. Tune in to #CloudWars Minute with @_allenK for more. cloudwars.com/cloud-wars-min…
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Jun 9
#AWS & @Microsoft, hyperscaler leaders in the early #cloud era, are spending big on CapEx. Meanwhile, @googlecloud & @Oracle, magic-makers here in the #AI era, are innovating yet again with debt and equity financing to fund data-center buildouts.
cloudwars.com/ai/google-clou…
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Jun 9
For @Oracle & @GoogleCloud, meeting the demands of $1 trillion dollars in #cloud backlog is driving innovation beyond technology and into corporate finance. These #CloudWars Top 10 leaders are embracing yet another new way of doing biz in today's world. cloudwars.com/cloud-wars-min…
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Jun 8
“There has never been a tailwind for @ServiceNow like #AI,” CEO Bill McDermott said on the Q1 #earningscall. And that tailwind is helping ServiceNow chase down five hypergrowth segments. Read more in Cloud Wars.
cloudwars.com/innovation-lea…
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Jun 8
GOOGLE CLOUD HUGE AI MOVE WITH IBM: World’s hottest #AI / #cloud vendor now has thousands of @IBM Consulting specialists creating industry-specific agents for @GoogleCloud customers.
Read more news on the #CloudWars Top 10 → cloudwars.com/cloud-wars-top…
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Jun 8
Its results are strong, and so is @ServiceNow’s positioning, with CEO @BillRMcDermott saying "we're 100% AI-native." In today's #CloudWars Minute, how the company's #AI strat, open platform, & workflow data fabric are driving its next phase of growth. cloudwars.com/cloud-wars-min…
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Jun 5
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]
cloudwars.com/cloud-wars-min…
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Jun 4
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.
cloudwars.com/ai/openai-ente…
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Jun 4
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. cloudwars.com/cloud-wars-min…
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Jun 3
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. cloudwars.com/cloud-wars-min…
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Jun 2
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.
cloudwars.com/ai/google-clou…
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Jun 2
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. cloudwars.com/cloud-wars-min…
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Jun 1
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 → cloudwars.com/cloud-wars-top…
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Jun 1
.@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. cloudwars.com/cloud-wars-min…
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May 29
.@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 cloudwars.com/ai/microsoft-a…
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May 28
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.
cloudwars.com/ai/workday-str…
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May 28
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. cloudwars.com/cloud-wars-min…
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