Cloud Wars Live with Bob Evans

forced Microsoft out of the #1 spot in the Cloud Wars Top 10.
Highlights
00:03 — Going to go a little more deeply into the shuffles in the Cloud Wars Top 10, some big shake-ups here. Companies moving up and down. Microsoft, former number one, drops down to number three. Google Cloud, up to number one, Oracle to number two.
00:25 — I want to talk today about my main reasons for moving Microsoft down from number one to number three. The Microsoft tumble here is really centered on its deep cybersecurity flaws that were exposed about 18-24 months ago. The range and scope of these cybersecurity shortcomings and weaknesses outweigh the extraordinary financial revenue and commercial success.
01:38 — The significance of these cyber business shortcomings really came out about just over a year ago, when simultaneously both CEO Satya Nadella and Charlie Bell, who's Executive Vice President of Microsoft's Security business, both came out with public documents outlining how they were going in tandem to totally overhaul Microsoft's cybersecurity business, top to bottom.
02:44 — This came out only after a government watchdog had very publicly flagged these shortcomings that Microsoft had and the results, the disastrous results, that led to some issues in China and some exposures of valuable information and more after that. I covered this extensively through the middle of 2024 and later throughout the year,
04:18 — Microsoft has always said — Nadella has so frequently said — "Cybersecurity is our number one priority." Well, it's easy to say that. Apparently, it's very hard to do that and to live it. And this also then speaks to a lot of the questions I get about, "How do you do these rankings?" I take into account here the customer value that's being created.
05:35 — It's a remarkable time here. And, I just want to emphasize Microsoft's commercial success. Revenue growth has been remarkable. It's by far the biggest cloud company in the world. Its growth rates have been remarkable. Its RPO numbers are great, but this cybersecurity failing just absolutely knocks them out of the running to be the top dog here.

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Bob Evans speaks with Jaison Correya, CEO of CLOUDVICE, in a special Cloud Wars Live episode focused on the real-world evolution of AI. Fresh off CLOUDVICE’s win of the 2025 Oracle North America Technology and Cloud AI Innovation Partner Award, Correya explains the purpose-driven innovation behind the company’s CORX platform. The discussion explores how AI, cloud, blockchain, and robotics converge to move intelligence beyond insights into action.
From Data to Action
The Big Themes:
AI Must Drive Action: Jaison Correya makes clear that AI’s value is limited if it stops at analysis. While AI can generate insights and recommendations, it does not create impact unless it is connected to execution. CLOUDVICE’s approach focuses on enabling AI to act in the real world through orchestration with cloud platforms, blockchain security, and robotics. This shift moves AI from theoretical intelligence to operational autonomy.
CORX Enables Convergence: CORX is positioned as the platform where multiple technologies converge into a single operational system. Correya describes CORX as the place where AI thinks, cloud scales, blockchain verifies, and robotics acts. Rather than treating these capabilities as separate tools, CLOUDVICE integrates them to eliminate fragmentation. This convergence allows organizations to securely scale AI while ensuring verification, governance, and execution remain tightly connected across digital and physical environments.
Endless Automation Replaces Rules: Correya introduces “endless automation” as a new model that goes beyond static, rule-based workflows. Instead of relying on predefined scripts, CORX enables AI systems that reason, learn, and act as new data nodes are introduced. This allows automation to continuously evolve without constant reprogramming. For enterprises and public sector organizations, this means greater flexibility, efficiency, and resilience as conditions and requirements change.
The Big Quote: “AI by itself can produce results, it can analyze and recommend, but it cannot scale securely without a proper cloud platform.”
Learn more about CLOUDVICE and Jaison Correya:
Connect with Jaison Correya on LinkedIn and learn about CLOUDVICE.

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In this episode of the AI Agent & Copilot Podcast, John Siefert, CEO of Dynamic Communities, is joined by Crystal Ahrens, Vice President of Solution Delivery and System Architecture at The Heico Companies LLC. Together, they explore how enterprises are moving beyond AI experimentation into real production outcomes, drawing on lessons from implementing agents and Copilot at scale. The conversation also previews what attendees can expect at the 2026 AI Agent & Copilot Summit NA, including real-world use cases, master classes, and community-driven insights.
Key Takeaways
From readiness to productivity: Many organizations underestimate the effort required to prepare data and systems for agentic AI. The Summit addresses this gap by showcasing companies that have moved from AI readiness to AI productivity. “Everybody’s dipping their toes in AI. Everybody’s heard of it. But getting AI productive is not that easy to do. Here, we’re going to hear the real stories — how you get there and the major pitfalls.”
Master classes reveal the real costs: One standout element of the Summit is its master class format, which goes beyond high-level vision to expose real operational details. These sessions openly address run costs, staffing models, and the balance between human and AI labor. Rather than positioning AI as a replacement for people, speakers show how AI augments human intelligence and accelerates outcomes.
Human intelligence amplified by AI: AI doesn’t just automate tasks, it makes people more effective. Ahrens shares examples where Copilot and agentic AI dramatically reduce manual effort in financial analysis, help desk operations, and portfolio management. By handling exceptions, querying data, and surfacing insights faster, AI allows teams to focus on higher-value work.

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In today's Cloud Wars Minute, I explore how AI and healthcare are intersecting at an unprecedented pace.
Highlights
00:14 — Discoveries in healthcare are coming at an unprecedented pace. Capabilities have never been greater, and new methods of consulting with and treating patients are consistently emerging. However, all of this progress brings with it a significant administrative burden, because the more variables you introduce, the more complexity arises.
00:34 — The key to unraveling this complexity and alleviating the burden on healthcare professionals is AI. Microsoft has announced that Anthropic has added tools, connectors, and skills to Claude in Microsoft Foundry. These new capabilities enable healthcare and life sciences organizations to leverage advanced reasoning, agentic workflows, and model intelligence.
01:30 — Claude for Healthcare provides domain-specific tools and resources to support both medical and operational workflows, covering a wide range of use cases such as patient care, triage, coordination, and claims processing. Claude for Life Sciences helps accelerate research and development by connecting to scientific platforms and enabling the generation of high-quality protocol materials with far greater ease.
02:23 — It's important to note that these services are delivered through Foundry, which benefits from a secure, enterprise-ready foundation provided by Microsoft Azure. This enables companies to scale their capabilities securely and compliantly. AI is most powerful and impactful when next-generation models like Claude are paired with infrastructure such as Foundry.

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Welcome to the Cloud Wars Minute — your daily cloud news and commentary show. Each episode provides insights and perspectives around the “reimagination machine” that is the cloud.
In today's Cloud Wars Minute, I highlight Oracle's rise to #2 in the Cloud Wars Top 10 rankings, driven by AI-led innovation and rapid cloud growth.
Highlights
00:06 — Oracle has surged from #3 to #2 in the Cloud Wars Top 10, driven by its focus on data as the foundation for AI innovation. Co-CEOs Mike Sicilia and Clay Magouyrk are leading Oracle during a period of strong momentum, with the company leapfrogging Microsoft in cloud and AI influence.
01:27 — Oracle is embedding AI deeply across its entire product portfolio, from cloud infrastructure and applications to databases, rather than adding it on later. This approach is fueling rapid growth and helping customers adopt AI faster, more easily, and at lower cost.
02:20 — Oracle’s co-CEOs, Mike Sicilia and Clay Magouyrk, face the unprecedented challenge of executing against a $523 billion backlog while continuing to drive innovation and strong customer engagement. Despite being smaller than major competitors, Oracle’s rapid AI-driven innovation has enabled it to surpass both AWS and Microsoft in cloud influence.
04:19 — The new co-CEOs are balancing rapid innovation with the challenge of executing a massive backlog, including but not limited to the $300 billion OpenAI deal. Drawing on deep internal and cloud infrastructure experience, Sicilia and Magouyrk are positioning Oracle for its next phase of growth.
Check out my full interview with Mike Sicilia here.

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