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In Cloud Wars’ October 1, 2026 growth chart, Palantir ranks first at 93%, Google Cloud second at 82%, and Oracle third at 62%. Those figures identify the fastest growers in that publisher’s chart—not the largest cloud businesses or a verdict on product quality. Cloud Wars also reports much higher cloud revenue for AWS and Microsoft, illustrating why growth rates and business scale answer different questions.
What the Cloud Wars ranking says
Cloud Wars founder Bob Evans discussed the Top 10 chart in a Cloud Wars Minute report published October 1, 2026. Its leading three vendors and reported growth figures are:
- Palantir: 93% quarterly growth.
- Google Cloud: 82% growth, with $24.8 billion in revenue reported alongside the figure.
- Oracle: 62% growth, with $11.6 billion in total cloud revenue reported alongside the figure.
These are figures as reported by Cloud Wars, the ranking’s publisher; they should not be treated here as independently verified financial statements. The available report does not provide a complete chart methodology or establish that each company’s fiscal period and revenue definition align exactly.
Growth rate is not the same as business size
A growth percentage describes the pace of change relative to a prior period. Revenue gives a sense of the business’s reported scale. Cloud Wars’ figures for other vendors make the distinction clear:
#1 Best Overall
| Vendor | Growth reported by Cloud Wars | Revenue reported by Cloud Wars |
|---|---|---|
| Palantir | 93% quarterly growth | Not stated in the report |
| Google Cloud | 82% | $24.8 billion |
| Oracle | 62% | $11.6 billion total cloud revenue |
| AWS | 37% | More than $42 billion |
| Microsoft | 25%–27% range | $59.3 billion |
| ServiceNow | 24.5% | Almost $4 billion |
| SAP | 24% | $7.2 billion |
| Workday | 14% | $2.47 billion |
| Salesforce | 11% | $11.3 billion |
Cloud Wars reports these values in its October 1, 2026 chart coverage. The figures are not a fully standardized comparison: the report does not establish identical fiscal periods or revenue definitions for every vendor. In particular, a high percentage-growth ranking does not mean Palantir has more cloud revenue than AWS or Microsoft.
How the report explains the momentum
Evans attributes some customer momentum to platforms that help organizations build AI agents and extend applications. In the transcript highlights, he says, “what’s really powering some customer moves here and these big growth numbers is the rise of platforms for AI.” That is his interpretation of the figures, not an independently established causal finding.
Rank #2
The report also points to Oracle and Microsoft each having remaining performance obligations (RPO) approaching $700 billion. RPO represents contracted business not yet recognized as revenue; it should not be added to reported revenue or read as revenue already earned.
Independent reader supportYour contribution helps us test, update, and keep practical guides available for everyone.How to use the ranking
- If you mean fastest reported growth: the chart’s answer is Palantir, Google Cloud, then Oracle.
- If you mean largest reported revenue: the chart’s figures point to a different comparison, with Microsoft at $59.3 billion and AWS above $42 billion.
- If you are assessing financial performance: compare company filings for the same fiscal periods and define the measure consistently—such as total-company revenue or cloud revenue—before drawing cross-company conclusions.
- If you are choosing a platform: this ranking alone does not establish product quality, customer satisfaction, technical fit, or suitability for a particular workload.
The ranking is current to Cloud Wars’ October 1, 2026 publication date. Quarterly results can change, so it is a dated snapshot rather than a permanent leaderboard.
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