Cloud Wars Live with Bob Evans

• Workday Q3 Trifecta: 15% Rev. Growth, 17% Total RPO Growth, Strong AI Uptake

  In today's Cloud Wars Minute, I analyze why Workday’s $26B RPO signals strong future momentum in the face of SAP and Oracle.Highlights00:15 — Very nice Q3 that Workday recently finished here. Great revenue growth for the quarter ended October 31 — up 15% to about $2.25 billion. 17% growth for its total RPO, to about $8.2 billion. It's been cranking up the innovation engine there at Workday. Small AI-specific acquisitions over the last year or two have really been adding to this so customers have more to buy.01:16 — CEO Carl Eschenbach made key points. Broadly, everybody sees the potential of AI, but he said most customers find they're stuck with fragmented systems. He said they have bad data, and he said they're not sure that they have the right platforms to work with. Workday believes that its AI solutions can come in and directly address all of those things.02:00 — He said, "We want to be the new front door to work." He's bringing together three significant components to be able to do that. He said that's enterprise knowledge, a new generation of agents that address some of the most pressing business requirements, and also the HR and financial processes that Workday has helped customers to track for the last 20 years.03:10 — It wants to be AI-first. With everything it's doing, it's making things as open as possible. It's trying to make things as simple for its customers as it can. These are important differentiators for Workday as it's up against two much larger competitors, SAP and Oracle. Its future pipeline is strong. Customer demand is there. Confidence is there. Visit Cloud Wars for more.

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• How SAP Is Reimagining Enterprise AI

  In this special Cloud Wars report, Bob Evans sits down with Michael Ameling, President and Chief Product Officer of SAP Business Technology Platform, for a deep dive into how SAP is helping customers navigate the fast-moving AI Era. Ameling and Evans discuss how SAP’s Business Data Cloud, partnerships with Snowflake and Databricks, HANA Cloud innovations, and new AI-powered tools and agents are helping SAP evolve from an applications powerhouse into a data-and-AI-driven business platform for the next generation.SAP’s AI Data FutureThe Big Themes:SAP HANA Cloud Becomes an AI-Optimized Database: SAP HANA Cloud is evolving into “the database AI was looking for." As a multi-model system supporting spatial, graph, vector, and document storage, HANA Cloud enables AI workloads to run more efficiently and contextually. Recent additions, like vector engines and Knowledge Graph capabilities, give customers powerful tools for retrieval-augmented generation (RAG), contextual reasoning, and advanced analytics.Developers Are 'The AI Revolution': Developers aren’t observing the AI Revolution, they are the revolution. With modern AI tools, developers can innovate faster, solve bigger problems, and directly influence business outcomes. SAP is investing heavily in meeting developers where they are by enhancing IDEs, building business-aware development tools, and providing context-rich assets such as APIs, business objects, and process insights. AI acts as a teammate, not a replacement.SAP: An Applications and a Data Company: SAP must be both an applications and a data company. Customer value emerges when applications, data, and AI converge seamlessly. SAP’s decades of industry expertise give it unparalleled business context, which becomes even more powerful when embedded into AI agents and data platforms. With more than 34,000 SAP HANA Cloud customers and rapidly expanding AI adoption, SAP is positioning itself as the platform where business process knowledge meets modern AI capability.The Big Quote: " . . what we need to understand that AI is our teammate. It's like asking your best friend who has a lot of knowledge, but you can ask multiple friends at the same time. Not everything is always right, but you can ask questions, you can continuously improve. If we understand that pattern, we understand that AI helps us to solve much bigger problems as a developer, and then, of course, having much more impact on real business."More from Michael Ameling and SAP:Connect with Michael Ameling on LinkedIn, or get more insights from SAP TechEd.  Visit Cloud Wars for more.

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• AI Agent & Copilot Podcast: VisualSP's Asif Rehmani Details Copilot Training Resources to Boost ROI

  Information access: While many have Copilot licenses, usage is low beyond basic tasks like email and meeting summaries. The main challenge with adoption is providing guidance within apps like PowerPoint, Excel, Dynamics, and Word so users can access help exactly when they need it. This is something Rehmani's company, VisualSP, and his training platform, copilottrainingpackage.com, specialize in. "I'm a big proponent of giving people 'at the moment need' information," he notes.Training paths: Copilottrainingpackage.com enables users to go down different "training paths," explains Rehmani. Specifically, there are pre-built PowerPoint training modules covering key topics like prompt creation and preventing hallucinations. Additionally, there's learning management system (LMS)-ready video content on Copilot use cases in Word, Excel, and other tools for on-demand learning. Finally, the platform offers optional live training sessions for trainers and power users to ensure effective adoption and ROI from Copilot. "At the end of the day, it's all about making Copilot into ROI and not just an expense layer."What to expect: Rehmani describes the "anatomy" of the program. It uses seven modules to teach trainers and power users how to craft effective prompts, reduce Copilot errors, and apply specific workflows for high-impact ROI. Then, participants share this knowledge internally, enabling time savings and efficiency across their organizations.End-of-year pricing: Users can take advantage of this resource with special pricing through the end of the year. Users can purchase the standalone package for $4,950 or the package and live training for $8,950, all of which could be delivered in 2026, explains Rehmani. Visit Cloud Wars for more.

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• A Thanksgiving Message: Peace, Gratitude, and What Matters Most

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• Microsoft, Anthropic, and NVIDIA Forge AI Super-Alliance Poised to Shape the Next Era of Innovation

  In today's Cloud Wars Agent and Copilot Minute, I break down why this Microsoft-Anthropic-NVIDIA trio, spotlighted at Microsoft Ignite, may define the next phase of the AI Revolution.Highlights00:19 — Today, I want focus on a particularly significant partnership involving not one but three partners, collaborating in multiple ways across various fronts. The companies are Microsoft, of course, Anthropic, and NVIDIA. The trio is set to establish new strategic partnerships that, in my view, truly optimize the unprecedented era of collaboration that we're in01:02 — Anthropic has committed to a $30 billion deal to purchase Azure compute capacity. Microsoft customers will have access to Anthropic Claude Sonnet, 4.5; Claude Opus 4.1; and Claude Haiku 4.5 models. NVIDIA and Anthropic will collaborate on the design and development required to further optimize Anthropic AI models.01:48 — In terms of hard-dollar investments in Anthropic, NVIDIA is committing up to $10 billion, while Microsoft is committing up to $5 billion. Now, I find this whole announcement particularly exciting. These two giants — Microsoft and NVIDIA — are directly investing in the technological and financial future of Anthropic. However, it's far from one-sided, as both are also selling their products to Anthropic. Visit Cloud Wars for more.

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