From Cloud Wars · Bob Evans · · 1m 10s
Cloud Wars Top 3 AI Vendors
Palantir, Google Cloud, and Oracle lead AI growth with 93%, 82%, and 62% quarterly increases.
In brief
Palantir, Google Cloud, and Oracle lead AI growth with 93%, 82%, and 62% quarterly increases. Palantir, Google Cloud, and Oracle achieved the highest quarterly growth rates in AI and cloud services, with Palantir at 93%. Originally reported by Cloud Wars.
Top AI Cloud Vendors
Palantir leads with 93% quarterly growth, Google Cloud follows at 82%, and Oracle ranks third with 62%.
Accelerating Growth Trends
All three vendors show at least three straight quarters of rising growth rates, with Palantir extending this trend back to its past 12 quarters.
Backlog and Revenue
Each hyperscaler has a backlog of at least $500 billion, with Microsoft and Oracle's RPO approaching $700 billion.
OpenAI's Estimated Revenue
OpenAI's estimated quarterly enterprise revenue is $8.7 billion, based on a 50% enterprise share of its total annualized run-rate of $70 billion.
Agentic AI Impact
Despite Satya Nadella's forecast of enterprise apps collapse, Agentic AI has not disrupted the market, with customers and vendors adapting to new value propositions.
Future Growth Projections
Palantir and Google Cloud's growth rates could exceed 100% in the next few quarters, a shift from what seemed absurd just a year ago.
The essence
Palantir, Google Cloud, and Oracle achieved the highest quarterly growth rates in AI and cloud services, with Palantir at 93%.
