Latest / Cloud Wars Live with Bob Evans
Hypergrowth Returns!! Palantir 70%, Google Cloud 48%, Oracle 44%
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…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.