Cloud Wars Live with Bob Evans

In this episode of Cloud Wars Live, Bob Evans speaks with Gary Miller, Oracle Customer Success Officer and Executive Vice President of Oracle Customer Success Services, about how AI is reshaping enterprise operations and customer expectations. Miller explains why businesses are shifting from AI experimentation to measurable outcomes. He also discusses how Oracle is evolving its customer success strategy to help organizations accelerate adoption while managing costs and security. Looking ahead to Oracle AI World, Miller previews Fusion Claw, AI Success Navigator, and new capabilities designed to speed implementation and deliver business value.
Industrializing AI for Business
The Big Themes
AI Becomes a Business Imperative: Gary Miller explains that enterprise AI conversations have changed dramatically over the past year. Rather than simply exploring AI assistants or experimenting with emerging technologies, organizations are prioritizing measurable business outcomes. Competitive pressure is pushing companies to adopt agentic AI faster, rethink workflows, and demonstrate returns on their investments. Miller describes this transition as moving from the democratization of AI to its industrialization, emphasizing repeatability, efficiency, and disciplined implementation.
Industrializing AI Requires Coordination: Miller says that industrializing AI involves much more than providing employees with access to intelligent tools. Organizations need structured processes for discovering, deploying, and reusing existing AI capabilities across departments. Without coordination, companies risk duplicating development efforts, increasing expenses, and undermining their expected returns. For large enterprises, the challenge becomes especially significant when thousands of employees can independently create agents.
AI Governance Enables Faster Innovation: As companies accelerate AI adoption, security, governance, and cost management become increasingly important. Miller argues that organizations should establish governance structures before deploying agents extensively. These frameworks must define which data agents can access, what processes they can execute, and when human involvement is required. Oracle's embedded governance capabilities within Fusion provide identity management, access restrictions, and operational boundaries that organizations can use as a foundation for broader AI policies.
Big Quote: "Do a pilot, get it into production. Many many initiatives fail between pilot and production, and then scale it and learn from that in continuous innovation. So it's building. I call it building the muscle for ongoing innovation."
More from Gary Miller and Oracle:
Follow Gary on LinkedIn or learn more about Oracle AI Success Navigator, Fusion Claw, and Oracle AI for Fusion Applications.

Visit Cloud Wars for more.

In today's Cloud Wars Minute, I discuss how Christian Klein is transforming SAP from an enterprise applications leader into an AI-powered cloud powerhouse.
Highlights
00:01 — We got some big numbers yesterday from SAP for Q3, and one of the highlights of this, I would say, we see acceleration in its cloud revenue growth, acceleration in its current cloud backlog growth, and also in its cloud ERP suite numbers. So, a powerful quarter for SAP across Q3, and you can really see the evidence here of SAP's ambitious AI strategy starting to kick in.
00:36 — Cloud revenue for Q3 is up 26% to $7.5 billion. Last quarter, I think it was 24% growth. Cloud backlog, 28% to $27 billion. Last quarter, it was 27% growth. Cloud ERP suite up 29% to $6.61 billion. Cloud ERP Suite is a subset of their overall cloud revenue. And the company's total revenue, I thought this was interesting, up 13% to $11.5 billion.
01:08 — Now, certainly its traditional license business is going down. We see the rapid cloud growth pulling the whole company upward. Very, very impressive number there, 13%. Also, SAP announced that its full-year cloud guidance is going to hit what it said will be toward the upper end of the range that the company gave earlier this year.
02:19 — The Autonomous Enterprise, the big new brand promise that SAP announced at Sapphire this year. He said it's gaining customers' confidence. It's trying it in parts. It's feeling more and more comfortable with it. And Klein believes that the Autonomous Enterprise is really starting to kick in with the momentum here.
03:40 — So, as the company gets bigger, its growth rate is increasing — a very difficult thing to do. The growth rates that SAP has been putting up for the last several quarters are much higher than its primary competitors in this category. No other big enterprise — I used to call them apps company, but now we have to call them enterprise apps, agents, data, and platform company — is growing nearly as fast as SAP is.

Visit Cloud Wars for more.

In today's Cloud Wars Minute, I discuss how Google Cloud's $3 million in computing credits could help European researchers tackle some of science's most persistent challenges.
Highlights
00:03 — Google Cloud, alongside Google DeepMind, are planning to give up to 200 leading European scientific researchers direct access to Google's frontier models, as well as $3 million in Google Cloud computing credits. The credits are essentially there to ensure researchers have the computing capacity that they need for their research.
00:27 — So, beyond the models, researchers will also have access to some incredibly powerful tools like AlphaFold 3, a well-known tool that helps predict molecular structures, WeatherNext, a weather forecasting tool, and AlphaGenome, which helps researchers study DNA. This is part of a European initiative supporting the EU's AI for Science initiative called RAISE, the Resource for AI Science in Europe.
01:08 — So, there are the obvious geopolitical impacts here. This is certainly going to give the EU's science and technology sector a boost. But for me, this is actually a lot more significant than those potential economic gains. I see this as a really outstanding demonstration of how we can pivot AI towards solving some of the problems that we've been unable to solve without this model infrastructure.
01:34 — Now, I think we've all been promised a great deal in terms of the potential social impact of AI, targeting those really difficult problems, but I think the onus has been on the developers of this technology, the companies, to make those discoveries. For me, this is a much more targeted and scalable approach.
01:54 — Google's committing resources to the RAISE initiative, but the EU is putting the wider framework in place. This, I think, is how we get to the root of some of our most persistent challenges using AI: by not only developing the technology, but also building the structures that enable it to be put to work where it's needed most, and not making it the sole responsibility of the model developers.

Visit Cloud Wars for more.

In today's Cloud Wars Minute, I explore why Google Cloud could achieve an astonishing 90% to 100% revenue growth rate in Q3.
Highlights
00:03 — We got some big numbers coming out later this week from SAP for Q3, and then next week we've got Google Cloud, Microsoft, ServiceNow, all on October 28 and October 29. Palantir will release its Q3 numbers the first week of November, but let's take a look here at Google Cloud's Q3.
00:25 — I think there's a very good chance the revenue growth for Q3 could be anywhere from 90% to 95%, even 100%. Let me show you the numbers that drive this thought for me. And again, Alphabet will report its results October 28. If we look over the last four quarters at Google Cloud's growth, its revenue, and its quarter-to-quarter incremental growth, which is becoming for me an extremely important metric, here's what we get.
02:00 — To hit 90% growth for Q3, Google Cloud would have revenue of $28.9 billion, and that would require it to grow in Q3 versus Q2 by $4.1 billion. That's a huge stretch, but look what it did in Q2, $4.8 billion. So even if it brings in less incremental revenue this quarter, they could still grow 90%.
02:48 — Now, to hit this 100% number, its revenue would have to be $30.4 billion. That would require an incremental growth, Q3 versus Q2, of $5.6 billion. It's a big stretch, big number, but if you look at the trajectory here of what they've been doing the past few quarters, it is a big stretch, but it is by no means unreasonable, unfeasible.
04:56 — Say Google Cloud grows only 90%. That is still just phenomenal. Twice as fast, at least, as AWS. About three times faster than Microsoft is growing. 95%, 100% — these are astonishing figures for a business as big as Google Cloud's. It shows just how well the number one company on the Cloud Wars Top 10 is doing here.

Visit Cloud Wars for more.

00:10 —Microsoft has launched MAI Transcribe to Streaming, a real-time speech-to-text model and Microsoft's first model in the streaming transcription category. The new model has already proven to be incredibly powerful.
00:31 — It operates in 60 languages with continuous automatic language detection, and according to Microsoft's testing, the new model ranks number one for accuracy in both final and partial transcripts. The new model can handle partial text as the speech is arriving, which means reasoning can begin even before a speaker finishes talking, and this is particularly useful for voice agents.
00:59 — Microsoft is also launching two new voice models, MAI Voice 2.1 and MAI Voice 2.1 Flash. Microsoft has positioned this new Flash model alongside MAI Transcribe to Streaming, and I'm just going to read a line from Microsoft AI on that: "Together, they give users the fast and fluid building blocks to create conversational experiences with no compromise on accuracy or voice quality."
01:26 — Ultimately, Microsoft has set the stage here for a complete solution for voice agents. And I'll quote again from a recent Microsoft AI release: "Pairing MAI Transcribe to Streaming with MAI Voice 2.1 Flash buys time back on both ends. The time saved gives your agent more room to reason, use tools, and check its answer, all while keeping the conversation moving at a human conversational speed."
01:53 — The breadth of AI use cases is so massive that we're seeing more and more of this specificity, even from companies like Microsoft that have massive generalized AI toolkits. But to win in the AI era, it's going to take this kind of mastery of specific use cases, not just delivering a catch-all solution. Thank you for watching.

Visit Cloud Wars for more.