Cloud Wars Top 10: SAP Rises to #4, Palantir Rockets to #5, AWS Tumbles to #7, OpenAI Debuts at #10

Cloud Wars Live with Bob Evans · Jan 13, 2026 · 5m

In today's Cloud Wars Minute, I explore the massive reshuffle in the Cloud Wars Top 10 driven by the rise of AI-first strategies. Later this morning, I'll expand upon these themes in a second fireside chat with my CEO, John Siefert, specifically focusing on numbers four through ten on the list.

Highlights

00:03 — We’ve got more big changes going on in the Cloud Wars Top 10. SAP moves up to number four. Palantir rockets from number 10 to number five. AWS tumbles from number four to number seven, and OpenAI makes its debut on the Cloud Wars Top 10 at number 10.

00:37 — So, SAP's got 25%…