Cloud Wars Live with Bob Evans

Hypergrowth Returns!! Palantir 70%, Google Cloud 48%, Oracle 44%

17 Mar 2026

Audio

Description

In today's Cloud Wars Minute, I look at why the AI economy is fueling unprecedented demand for cloud services and pushing the world’s top vendors into hypergrowth again. Highlights 00:03 — Things are off to a hot start here in early 2026 with the growth rates for the world's top cloud and AI vendors within the Cloud Wars Top 10 growing nicely across the board here because of the demand from customers for AI and cloud services. In fact, we're seeing the return of hypergrowth, 40% or higher growth rates. 00:27 — Hadn't seen that for a while, and this installment of the Cloud Wars Growth Chart we've got three vendors in that category: Palantir at 70%, Google Cloud at 48%, Oracle at 44%. Behind this all is massive customer demand for cloud and AI services, data, agents, and insights as companies prepare themselves for the rapidly approaching AI economy. 01:47 — Palantir, as I said, was number one, 70%, just over $1.4 billion in revenue last quarter. Google Cloud: 48% to $17.7 billion. Oracle: 44%, $8.9 billion in cloud revenue in its most recent quarter. Microsoft: 26% growth rate on $51.5 billion — by far the largest cloud and AI services vendor. 02:41 — And then SAP in a tie with Microsoft here for fourth place: 26% growth, $6.6 billion in revenue. Across the board for all of the Top 10 companies, we saw an increase in the growth rate from the last time I did the Cloud Wars Growth Chart, which was in mid-December. 03:47 — Businesses are expressing and showing enormous demand for these AI and cloud services. And I think in that context it's important to remember we're just at the beginning of this. As customers see what can be done with AI and advanced cloud services, there's going to be more demand. 04:19 — Because of the incredible competitive dynamics among the Cloud Wars Top 10 companies, the pace of innovation from the vendors is rising. We can expect continued remarkable demand feeding into the Cloud Wars Top 10 — what may be the greatest growth market the world has ever known. Visit Cloud Wars for more.

Transcription

This episode hasn't been transcribed yet

Help us prioritize this episode for transcription by upvoting it.

0 upvotes

🗳️ Sign in to Upvote

Popular episodes get transcribed faster

Other recent transcribed episodes

Transcribed and ready to explore now

3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

13:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

Comments

There are no comments yet.

Please log in to write the first comment.

Report any issue

Cloud Wars Live with Bob Evans

Hypergrowth Returns!! Palantir 70%, Google Cloud 48%, Oracle 44%

This episode hasn't been transcribed yet

Other recent transcribed episodes

3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

13:00H | 21 DIC 2025 | Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

Sign in to Audioscrape

Share this moment