Bob Evans
@bobevansIT
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Creator of #CloudWars · Keynote speaker · Analyzing and writing about digital business, innovation and strategy
New York and Pittsburgh
Joined April 2009
Led by @Microsoft ($3.71 trillion), the #CloudWars Top 10 combined market cap is now more than $10 trillion! As a proxy for the confidence biz leaders & others have in these companies' ability to grow, this points to good times ahead for #cloud & #AI.
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In #CloudWars Minute, I look at how @ServiceNow & @NicusSoftware have teamed up to deliver a #financialintelligence layer that helps enterprises optimize #cloud, #AI, & IT spending by unifying #data across units. Tune in for more. [Sponsored] [Sponsored].
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In a moment when #tech industry changes occur more rapidly AND more intensely, market incumbents sure seem to be able to recognize and optimize powerful new technologies & innovate at scales that the newbies can only dream about. #cloud #AI #CloudWars.
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The #CloudWars Top 10's 4 "legacy" companies (@Microsoft, @Oracle, @SAP, @IBM), combine for a ~ $5 trillion valuation, almost exactly = the combined valuation of the 6 #cloud natives. There's a lesson here about the power of incumbecy. Tune in for more.
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.@SAP is acting as the ultimate test subject for its #sustainability software, saying it will use SAP tools to further its own green goals. This is an big opportunity to show customers how best to utilize its tools, says @_allenK in #CloudWars Minute.
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I recall, a few years ago, writing that the combined #CloudWars Top 10 market cap would soon exceed $6 trillion. Explosive growth, especially from @Snowflake, @IBM, and @Oracle since then has it nearing a new milestone. Read on for full details.
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Cloud Wars Growth Chart update: @Microsoft may be #4 in growth, but its $42.4B cloud revenue puts it in a league of its own. Meanwhile, @Snowflake is set to enter the top ranks soon under new CEO @RamaswmySridhar. AI is fueling massive shifts.
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Cloud Wars Growth Chart Update: @googlecloud holds the top spot, growing 28% YoY to $12.3B. But the so-called "legacy" players are rewriting the narrative. @SAP and @Oracle are right behind. Learn more in the latest #CloudWars Minute. #cloud #Revenue .
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#AIAgents are “what AI was meant to be,” says @Benioff , and #Agentforce is proof. But when he says AI now does 30-50% of Salesforce’s work, we need more than headlines. What exactly is the roadmap for employees? Read more in today's #CloudWars News.
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.@Microsoft $44B #Cloud Quarter? Q4 closes today; I’m projecting cloud rev will top $44B when results come out in a few wks. Remember: latest #RPO for MSFT was $315B, +33%. As we say: “Greatest growth market the world has ever known!”. #CloudWars Top 10 →
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.@Workday’s two recent #AI governance accreditations are significant, showing that the company is setting the standard for responsible AI, says @_allenK in today's #CloudWars Minute. Tune in for more details.
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Anyone still skeptical about the global economy's commitment to #AI? Consider that high-growth @Oracle now has a higher valuation than the combined market caps @Disney, @GoldmanSachs , & @Uber. Read more in today's #CloudWars News.
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A milestone in the #AI economy: @Oracle ($605B) has surpassed @Disney, @GoldmanSachs & @Uber in combined market value -- and there are 3 #CloudWars Top 10 companies with higher market caps than Oracle! Hear more in today's Minute.
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#Diskover, a fast-emerging player in the #data intelligence space, just secured $7.5M in seed funding, including investment from & connections to @Snowflake (it will be available in the Snowflake Marketplace). Hear more from @_allenK in #CloudWars Minute.
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With an #AWS #datacenter planned for coal country, PA, and @Oracle & @OpenAI building in Abilene, TX, the #AI industrialization of America is kicking off in regions striving to transcend their historic pasts by diversifying into new industries.
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.@AWScloud & @Amazon intend to invest about $20 billion in Pennsylvania, including a series of #datacenter locations including "coal country" Luzerne County. The #AI industrialization of America has begun. Hear more in today's #CloudWars Minute.
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#LarryEllison just placed what might be the biggest bet of his career. Can @Oracle possibly live up to his comments on its Q4 #earningscall about taking the top spot in #cloud DB, apps, and #datacenters? Read today's #CloudWars news for my thoughts.
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#SAFRACATZ ON CUSTOMER DEMAND: “We are putting out as much capacity as we possibly can as quickly as we can,” says @Oracle CEO. “$25 billion [CapEx] next year may turn out to be understated--and it’s all to meet demand.” Read more #CloudWars Top 10 news →
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