Bob Evans, Founder of Cloud Wars, joins John Siefert, CEO, Cloud Wars and Dynamic Communities, to unpack one of the most dramatic reshuffles in the history of the Cloud Wars Top 10. Together, they explore what Bob calls “tectonic shifts” as Google Cloud rises to number one, Oracle surges to number two, and Microsoft slips to third. The conversation goes well beyond rankings, diving into AI platforms, enterprise outcomes, customer-driven innovation, and why growth, not size alone, defines cloud leadership heading into 2026.
A New Cloud Order
The Big Themes:
- Growth Transparency Matters: IBM’s exit from the Top 10 underscores a critical principle — financial transparency is essential when growth is a core ranking metric. While IBM’s leadership and strategy is worthy of praise, the lack of disclosed cloud performance data makes objective evaluation impossible. The Cloud Wars Top 10 prioritizes measurable momentum that reflects customer demand.
- AWS Reflects the Past, Not the Future: AWS’s drop to number seven does not reflect failure but rather strategic timing. While AWS continues to perform well financially, its narrative is more aligned with the cloud’s past than its AI-driven future. In contrast, competitors are redefining platforms around agents, inference, and AI-native architectures. The Cloud Wars rankings reward forward momentum, and AWS now faces pressure to reassert innovation leadership rather than rely on historical dominance.
- The AI Platform Battle Is Escalating: A central theme is the race to become the trusted AI platform. ServiceNow and Palantir are the most explicit contenders, while Google Cloud closely follows. Customers want AI platforms that integrate existing systems, deliver fast outcomes, and scale securely. The winners will be those who enable co-creation, not just consumption, as enterprises build AI capabilities tailored to their specific needs.
The Big Quote: “For a while we talked about the hyperscalers as if they’re all very homogeneous, all exactly the same, just different variations on a theme. I think what the new Cloud Wars Top 10 reflects is that is not the case at all.”
More about the Top 10 Shifts:
Check out the updated Cloud Wars Top 10 List.
AI Agent & Copilot Summit is an AI-first event to define opportunities, impact, and outcomes with Microsoft Copilot and agents. Building on its 2025 success, the 2026 event takes place March 17-19 in San Diego. Get more details.
