Latest / Cloud Wars Live with Bob Evans
Hottest Vendors: #1 Palantir, #2 Google Cloud, #3 Oracle
In today's Cloud Wars Minute, I preview the coming wave of Q2 earnings while highlighting the extraordinary growth reshaping cloud computing.
Highlights
00:03 — We're on the verge of having a lot of calendar Q2 financial results released, so just in advance of that, I wanted to offer a snapshot of where things stand now regarding the world's hottest cloud and AI vendors. Right now, we've got Palantir in the number one spot, Google Cloud number two, Oracle number three.
00:42 — I've also got a chart in there showing backlog, or RPO, which is future booked business that's fully contracted…
The skinny
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