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ТЪРСЕНЕ на МИНАЛИ ЕПИЗОДИ

Търсене в минали епизоди на Cloud Wars Live with Bob Evans.

ДРУГИ ЕПИЗОДИ В ТОЗИ ПОДКАСТ

In today's Cloud Wars Minute, I discuss why Oracle must continue delivering innovation and financial growth while reassuring investors about its debt and Larry Ellison's leadership presence. Highlights 00:15 — On the one hand, Oracle has got this incredible momentum in its cloud and AI business, an…
In today's Cloud Wars Minute, I examine how SAP's AI-first strategy helped drive 26% cloud revenue growth and why Christian Klein believes the momentum is accelerating. Highlights 00:01 — We had some interesting numbers from SAP last week that I talked about: Q3 cloud revenue up 26% to seven and a …
In today’s Cloud Wars AI Minute, I break down Nscale’s rapid shift from Bitcoin mining to AI data centers and why its enormous contracted backlog raises important questions about the risks and realities of scaling AI infrastructure. Highlights 0:05 — So, one of the things that I wanted to bring up,…
In today’s Cloud Wars Minute, I analyze Microsoft’s ambitious Maia 300 rollout and how owning its own AI chips could give the company greater control over its AI infrastructure, improve efficiency, and reduce its reliance on NVIDIA. Highlights 00:10 — Microsoft has announced Maia 300, the company's…
Опровержение: Подкастът и произведенията на изкуството, вградени на тази страница, са от Bob Evans, което е собственост на неговия собственик и не е свързано с или одобрено от Listen Notes, Inc.