Cloud Wars Live with Bob Evans

• Workday Jumps Into ERP Powered by Agents + AI

  In today's Cloud Wars Minute, I look at Workday’s bold pivot into the ERP market — after 20 years of steering clear.Highlights00:14 — Workday has been having a lively week here in San Francisco at its big Rising event. But I think the biggest news here is that Workday says that after 20 years of saying, "Hey, we don't do ERP," now Workday’s going into the ERP market. But they say it's ERP for the AI Era, it's going to be powered by agents and AI.01:05 — It introduced a fleet of new agents that will become available later this year or into 2026. Workday introduced its own Data Cloud. Workday is striving, it said, to be the most open platform company, the most open agents-and-applications company. They're applying more AI into all parts of their core platform and their existing applications.01:59 — They're making it easier for developers to jump into this new AI and ERP world, where they are leveraging very aggressively 20 years of HR and financial data. And of course, now, with their Agent System of Record, Workday says it can not only help you manage your people and your money, but also your agents. So again, all of this is bound into their new approach to ERP.03:06 — Now, Snowflake calls itself the AI Data Cloud. It's had a partnership with Workday. It's expanded that so Snowflake users can easily access all their Workday data and vice versa. Workday will make it as easy as possible for customers to take full advantage of its data, to tie processes together, to get agents to work together in seamless ways, and more.04:06 — It's always been moving in this direction, but with its full embrace now of ERP, rather than in the past, when it either tried to pretend ERP didn't exist, or that it was above that, and they were leaving that to what they always referred to as the legacy players, or the dinosaurs.05:00 — The good news is, with all of this, ERP continues to be — in its new modular form — agent-driven. It continues to be an essential force for companies to run their businesses as well. Glad to see Workday get into this. The competition is going to be great for Workday. It's going to be great for its competitors. Visit Cloud Wars for more.

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• Gary Miller on Aligning Customer and Partner Success in the AI Era | Cloud Wars Live

  Gary Miller, Executive Vice President and Customer Success Officer, Oracle, talks to Bob Evans about how Oracle is helping customers navigate their AI journeys — whether they're just starting out or scaling enterprise-wide adoption. He shares how Oracle is embedding AI across its entire technology stack, aligning partner and customer success strategies, and empowering organizations through tools like Cloud Success Navigator, Innovation Studios, and democratized AI training to deliver real, measurable business value.AI-Powered Customer WinsThe Big Themes:Embedding AI Across the Entire Stack: Oracle is not just adding AI as a feature — it’s fundamentally integrating AI into its entire technology stack. Gary Miller notes that many customers are surprised to discover that large language models are being trained and deployed on OCI, and that hundreds of AI capabilities are embedded directly into Fusion Applications and Oracle Database. Once customers understand this depth of integration, they quickly shift from curiosity to action, asking for guidance on how to adopt AI now, what use cases to prioritize, and how to define success.Cloud Success Navigator Is Central to AI Adoption Strategy: The Oracle Cloud Success Navigator has emerged as a pivotal tool for AI and cloud adoption. What started as a promise in a previous conversation is now a robust, free digital platform that helps customers and partners create innovation roadmaps, prioritize features, and accelerate time to value. With over 6,000 customers and 235 partners using the platform since March, the tool enables organizations to track over 11,000 adopted features — including 450 AI-specific ones.AI World 2025 Will Spotlight Real Customer Outcomes: At the upcoming AI World 2025 event, Oracle plans to go beyond product announcements to highlight customer success stories. Miller will host a keynote titled “Bold Outcomes,” featuring innovative customers and partners sharing their journeys. Oracle is also gamifying the learning experience with “AI Industry Adventure,” a theme-park-style game in Customer Success Central. Attendees will solve real-world industry challenges using Oracle Cloud AI solutions, making learning both interactive and fun.The Big Quote: “Customers are often unaware of how Oracle has embedded AI capabilities across the whole stack. Once they understand that, then they ask us for expert guidance on how best to achieve their transformation goals using Oracle AI solutions. I had one CEO, he said, after he saw this, he said, 'Well, don't let us fumble around in the dark looking for value. You know, where it is, point us there.' And so they asked, how can I start adopting AI in my current environment? . . . How do I define AI, success metrics, and realize AI value? That's the key thing."More from Gary Miller and Oracle:Connect with Gary Miller on LinkedIn or learn more about Oracle and AI. Visit Cloud Wars for more.

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• Revolut Taps Google Cloud’s AI to Scale Fintech Services Worldwide

  In today's Cloud Wars Minute, I’m sharing why Revolut’s decision to scale with Google Cloud shows the power of AI-first infrastructure in fintech.Highlights00:03 — While I'm almost 100% certain that everyone is very familiar with Google Cloud, perhaps fewer are aware of Revolut. This fintech company, started in the UK in 2015, now serves 60 million people globally with a range of financial products. Revolut and Google Cloud have announced the two companies are significantly expanding their strategic partnership.01:01 —Tara Brady, President of Google Cloud EMEA, said: "Revolut is consistently pushing the boundaries of the financial sector. Google is proud to provide the secure, scalable, and intelligent infrastructure powered by our leading AI to fuel this ambitious global expansion and help it deliver the next generation of financial services to a new audience."01:26 — This is a great example of how AI-enhanced infrastructure is enabling companies to achieve incredibly ambitious targets—such as increasing a customer base from 60 million to 100 million users. Not only does it support the existing tools that companies already rely on, like data storage, access, and security, but it also allows them to think bigger. Visit Cloud Wars for more.

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• Google Cloud Hottest, Oracle and Microsoft Also Rock

  Highlights00:12 — Now on the Cloud Wars Top 10 growth chart, this is one of the great representations of this greatest growth market the world has ever known, and for about the sixth or seventh straight quarter, Google Cloud emerges as the world’s hottest major cloud vendor, 32% growth, but Oracle and Microsoft were also rocking recently, and it overall shows a picture of enormous growth here.00:37 — Of the Cloud Wars Top 10 companies, only one, that was SAP, reported declining growth rate from Q1 to Q2, all the others went up. So let’s take a look at those. As I said, Google Cloud up 32% to 13.6 billion, Snowflake, the smallest company on the Cloud Wars Top 10, also up 32% to 1.1 billion. Oracle was up 28% to 7.2 billion.AI Agent & Copilot Summit is an AI-first event to define opportunities, impact, and outcomes with Microsoft Copilot and agents. Building on its 2025 success, the 2026 event takes place March 17-19 in San Diego. Get more details. 01:03 — Those are nice numbers. But the big thing for Oracle is it has had just an absolutely explosive RPO. Oracle’s RPO is $455 billion. Microsoft, another remarkable quarter growth rate of 27% of $46.7 billion. Now it’s interesting that the quarter before that, Microsoft’s growth rate was 20% so it went from 20 to 27. Google Cloud over the last two quarters, went from 28% to 32%.02:09 — Then if we look at AWS, 17.5% to 30.9 billion, excellent numbers, and in any, just about any other industry that would be seen as by far the best. But look at this growth rate, 17.5% for AWS, 27% for Microsoft, one of its major competitors, 32% growth rate, almost twice as high as AWS for Google Cloud. Yes, AWS is big, but it doesn’t account for almost like a 2X difference there.03:47 — I think what we see with Google Cloud now that it’s established themselves as a very high flyer here, but I think we’re going to see Oracle to keep moving up. Microsoft, at the size of its revenue base, to grow 27% is extraordinary. Visit Cloud Wars for more.

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• Hyperscaler Pipeline $1.1 Trillion; #1 Oracle $455B, #2 Microsoft $368B

  In today's Cloud Wars Minute, I unpack how Oracle’s $455B RPO surge signals a massive shift in cloud leadership.Highlights00:15 — We see across the Cloud Wars Top 10 an incredible sense of demand from businesses across the world — to help those businesses create their futures. And in fact, we've now got, just among the four hyperscalers, a pipeline totaling $1.1 trillion. We've got Oracle in the top spot there at $455 billion. Microsoft is number two in the RPO race, $368 billion.01:17 — So here, I've got the four hyperscalers with RPO and the RPO growth rate, then quarterly revenue and quarterly growth rate. Oracle is on the top, its RPO now sits at close to half a trillion dollars, with a growth rate of 359%. Microsoft: $368 billion in RPO, up a whopping 37%, off that huge base. Quarterly revenue for the Microsoft Cloud — almost $47 billion, up 27%.02:25 — AWS' RPO is now $195 billion, up about 25%. That's coming off its Q2 revenue of almost $31 billion, up 17.5%. AWS is growing more slowly than the other hyperscalers. Google Cloud: backlog $106 billion, up 38%. For Q2, Google Cloud revenue at $13.6 billion, up 32%. So it was the fastest-growing in Q1, doing very well here.03:33 — Now altogether, this adds up to $1.1 trillion. I'm just not used to saying “trillion.” Got to get more used to that as this market gets bigger. Oracle CEO Safra Catz said that there were multiple huge deals that Oracle signed for Oracle Cloud Infrastructure, and more coming. Catz said that, “We anticipate that in the near future, Oracle's RPO will reach $500 billion — half a trillion.”04:32 — Going into the future, as AI comes along and changes so much, RPO — or backlog — gives us a great idea of who the hot companies are coming up. And right now, undisputedly, that is Oracle. The other three companies are doing quite well, but I think AWS has become the “slowpoke” in this sprint that the others are undertaking. Visit Cloud Wars for more.

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