Cloud Wars Live with Bob Evans

In today's Cloud Wars Minute, I look at the continued strength of the Microsoft–OpenAI partnership, despite past tensions, through the launch of GPT-5.2.Highlights00:12 — Microsoft has announced the general availability of OpenAI’s GPT-5.2 in Microsoft Foundry. It stated that introducing a new frontier model series, purposefully built to meet the needs of enterprise developers and technical leaders, is setting a new standard for a new era.00:39 — The GPT-5.2 series boasts deeper logical reasoning, richer context handling, and better execution for agentic AI tasks. The GPT-5.2 series’ advanced reasoning means that it takes less effort to achieve more, all the while providing better safety and guardrails. Microsoft is pushing the adoption of the GPT-5.2 series as a way for developers to supercharge their agentic AI efforts.01:35 — A few months ago, when it seemed that the relationship between OpenAI and Microsoft was deteriorating, it would have been a significant setback if the company’s models weren’t continually integrated into the Microsoft developer ecosystem. However, that has not been the case, which is a testament to the continued collaborative nature of the AI Revolution. Visit Cloud Wars for more.

In today's Cloud Wars Minute, I connect the dots between tech disruption and retail transformation.Highlights00:15 — We see now the true emergence from what I’ve called for a long time the AI Revolution, now into the AI Economy. NVIDIA, with a strategic partnership with Mercedes-Benz, is not just Mercedes-Benz using a little bit of NVIDIA’s software inside its new cars. It's calling it an AI-driven car. Google then also stepped outside of the tech industry to buy an energy firm.01:15 — Could it be the merging of the energy and the tech industries here to provide the power behind AI? Next week there’ll be the giant National Retail Federation show. I suspect that, you know, 80 or 90% of the announcements there will be about new technology and AI and cloud being used to revolutionize and further stimulate innovation and growth in the retail sector.03:31 — So I think what we’ll see here throughout 2026 — it’s been a busy first week or so in here — we’re going to see the entire global economy rocked by these changes, as AI is infused into every facet of what businesses are doing, and the AI providers and cloud providers begin to move laterally and, in some cases, aggressively into different markets here.04:30 — We’ve seen the pace of these massive, disruptive revolutions — upheavals in business cycles — go from, you know, centuries to decades to years. And to the leadership — not only in the tech companies that I cover, but in their customers — has to be one where, you know, the enemy here is time. There’s no chance to sit back, play it safe, wait and see what my competitors do.05:06 — They’ll get the first-mover status, but I’ll come in with a smarter approach. I just — I think those days are over. We’ve got a long article coming up about this on CloudWars.com that goes into more detail and offers lots of examples of what I’ve touched on here today. Visit Cloud Wars for more.

Bonnie Tinder is the founder and CEO of Raven Intelligence, an independent B2B peer review site that amplifies the voice of the customer. She focuses on software customers, consulting partners, and software vendors and helps identify the best partners for their needs. In this episode of Cloud Wars Live, Bonnie and Bob explore why AI success hinges far more on implementation than hype. As the AI economy moves from experimentation to everyday business reality, Bonnie shares research-backed insights from hundreds of enterprise HR projects showing that poorly executed implementations quietly derail AI value.Episode 57 | Implementation Before IntelligenceThe Big Themes:Implementation Determines AI Value: AI success is not driven by algorithms alone — it is directly tied to the quality of enterprise software implementation. Analysis of 500 HR projects shows a strong correlation between implementation effectiveness and AI-driven business outcomes. Organizations with successful implementations realized nearly twice the value from AI initiatives compared to those with partial or failed rollouts.Data Readiness Is the Biggest Barrier: The most common reason AI initiatives fail is insufficient data maturity. Clean, standardized, and integrated datasets — particularly across HR, finance, and operations — are essential. Disparities between systems like payroll, talent management, and time tracking undermine AI effectiveness. Enterprises with unified data architectures unlock far greater AI value because insights can flow across the business, enabling agents and analytics to operate holistically rather than in silos.Process Discipline Is Rewarded: AI rewards disciplined organizations and punishes undisciplined ones. Well-defined workflows, governance structures, and operational rigor enable AI to perform as intended. Without them, AI exposes inefficiencies and compounds chaos. This explains why AI often “fails” during implementation rather than in production. The technology is rarely the issue, organizational readiness is. AI simply shines a spotlight on how well the business actually runs.The Big Quote: “AI does not replace process discipline. It rewards it."More from Bonnie Tinder:Connect with Bonnie on LinkedIn. Visit Cloud Wars for more.

Key TakeawaysAdoption approach: Successful adoption of AI requires not only technical implementation but also strong data governance, strategic initiatives, and enterprise-level practices, explains Simms. While there is great potential across business solutions, challenges like hallucinations and poor adoption highlight the need for structured approaches and diverse expertise.Session selection: As a member of the Programming Committee Board, Simms explained his thinking behind evaluating session submissions. When reviewing session proposals, he looked for submissions that addressed essential issues for the data platform and went beyond technology alone to include governance, change management, and user adoption.Adapating with new tech: Technology evolves in 2–3 year cycles, notes Simms, making continuous skill updates essential, but AI highlights underlying data and process issues that can no longer be hidden. Success requires a solid foundation, strategic vision, clear requirements, and fixing data quality at the source to ensure use cases deliver meaningful results.Final thoughts: In closing, Simms expresses his excitement for the event and encourages attendees to participate in the Golf Invitational. Visit Cloud Wars for more.

In today's Cloud Wars Minute, I look at why private-data inferencing may be the next trillion-dollar AI marketHighlights00:28 — Larry Ellison's grand AI plan for 2026 is centered on the holy grail for CEOs, boards of directors, and business leaders. They’re looking to unlock the power of all their data for AI reasoning and inferencing. Oracle’s promise is that Oracle’s solutions are going to allow companies to be able to reason and do inferencing on all of their private data, and to do so very securely.01:24 — Here are the pieces that he said are going to come together for this: the existing Oracle databases and all the data that’s in them plus now the new Oracle AI Database. They’ve got their Oracle Applications, Oracle Cloud Infrastructure. All of those pieces are coming together.02:59 — We’ve all heard about training AI models. He said that is a spectacularly huge and fast-growing business. But, he said, when you then take that away from training the models and get it into the corporate world, to be able to do the reasoning over and inferencing on private corporate data, he said that’s an even bigger market than training AI models.03:24 — And he said Oracle is going to be right in the thick of these two — the largest and fastest-growing markets in history — now in the Cloud Wars. Oracle, I believe, has taken the lead position in saying, “We cannot just outline it and describe it. We can do it. We can deliver it, and we can do that now.” This is where Ellison has helped to distinguish Oracle from all other competitors.04:08 — He’s done this for the last half century, and I think at this point, with some of the different pieces he’s put together, we’ve got to position Oracle as the leader — at least right now — in enabling the fulfilment of this Holy Grail, where companies are able to unlock and unleash the power of all of their data for AI applications and AI purposes, leading the way into the AI economy. Visit Cloud Wars for more.