Latest / Cloud Wars Live with Bob Evans
Google Cloud + Palantir Growth Rates Show What Enterprises Want from AI
In today's Cloud Wars Minute, I examine why Google Cloud and Palantir have become the fastest-growing companies in enterprise AI.
Highlights
00:01 — Now that we are more than halfway through the year, we've got Q2 earnings season coming up, and a couple that I'm looking for in particular are Google Cloud and Palantir because their growth rates have been so much above the norm. I think what we see in those growth rates and in the numbers behind those is a reflection of what customers really want from AI and the cloud here in the AI revolution.
00:52 — Let's look at numbers for Google Cloud…
The skinny
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