Palantir, Oracle, and Google Cloud dominate the Cloud Wars Growth Chart amid the AI Economy boom.
Oracle
Oracle and Google Cloud surge into a tie for #2 among the fastest-growing cloud vendors, as Cloud Wars earnings reveal sustained momentum, accelerating growth, and strong AI-driven demand across the market.
Oracle’s Q2 FY2026 shows explosive cloud and AI growth, with RPO rising 433% to $523.3B, signaling unprecedented future demand.
AWS is investing $50 billion to expand AI and supercomputing infrastructure for U.S. government agencies, accelerating cloud innovation.
Leaders unpack why later-generation cloud platforms, bare-metal architectures, and multi-cloud strategies can cut costs by up to 70% and fuel enterprise AI adoption.
Strategic federal wins and healthcare momentum underscore Workday’s strong Q3, with AI adoption driving customer expansions and renewed 10-year commitments.
CEO Carl Eschenbach says Workday is becoming the “new front door to work” by addressing fragmented systems with AI.
Palantir’s AI-fueled cloud surge in Q3 sets a new precedent, forcing the industry to rethink what hypergrowth looks like at scale.
Palantir surges to the top of the Cloud Wars Growth Chart with 63% growth.
Oracle’s AI Data Platform empowers organizations to drive AI transformation by unifying and leveraging their business data, enabling industry-specific intelligence and automation across Oracle’s extensive application ecosystem.
Mahesh Thiagarajan, Executive Vice President of Oracle Cloud Infrastructure (OCI), discusses Oracle’s vision for fulfilling customer expectations and ambitions in the AI Era.
SAP and Snowflake have teamed up to create a unified platform that simplifies access to AI-ready business data for enterprise innovation.
Oracle is using its multicloud partnerships with Microsoft, Google and AWS to reignite its core database business. It aims to reach $20 billion in revenue within five years by riding the AI inference wave and offering flexible multicloud deployment.
The Microsoft‑Oracle database partnership is generating nearly all of Oracle’s multi‑cloud database growth so far, with Larry Ellison believing AWS and Google Cloud will ramp up soon and drive the next wave of revenue.
Steve Miranda explained how Oracle customers who moved to the cloud are now well‑positioned to exploit AI: consolidating data, using one platform, and getting ready for large‑scale impact.
OpenAI is diversifying its cloud strategy, turning to AWS in addition to Microsoft and Oracle.
AWS hit 20% growth in Q3, but Microsoft, Google Cloud, and Oracle outpaced it in AI-driven revenue and future backlog.
AWS, once the cloud pioneer, is now lagging behind Microsoft, Google, and Oracle in growth and innovation amid the AI Revolution.
Oracle’s cloud strategy blends full-stack engineering with aggressive AI and GPU expansion.
Google Cloud’s 46% Q3 backlog growth and Oracle’s 43% outpaced rivals, signaling rapid momentum shifts in the hyperscaler race.