E974 - Hottest AI/Cloud Vendors: #1 Palantir, #2 Google Cloud, #3 Oracle
Published: October 1, 2026
Duration: 5:22
In today’s Cloud Wars Minute, I break down the latest Cloud Wars Top 10 growth chart and the extraordinary momentum reshaping AI and cloud.
Highlights
00:03 — Got the latest Cloud Wars Top 10 growth chart numbers for you, in which we lay out here the hottest AI and cloud vendors in the world. And right now, we've got number one, Palantir; number two, Google Cloud; number three, Oracle. For Palantir, number one, 93% [growth].
00:53 — Google Cloud, up 82% to $24.8 billion. Like Palantir, Google Cloud has been on an upswing for the past few quarters. Oracle's cloud business, powere...