Google Cloud + Palantir Growth Rates Show What Enterprises Want from AI

Episode notes

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 number one company on the Cloud Wars Top 1 0. Palantir is number five. For Google Cloud, in the quarter ended a few months ago, March 31, its growth rate was 63%. Its revenue was $20 billion. Q4: 48%, $17.7 billion. Going back to Q3: 34%, Q2: 32%, and Q1: 28%. So we see, for the last five quarters, Google Cloud has soared over the last couple of quarters 01:57 - Now let's look at Palantir with those same five quarters, going back to Q1 of 2025, and up through Q1 of this year. So, most recently, 85% growth rate with over $1.6 billion in revenue, 70% before that, 63% before that, 48%, 39%.

Related episodes across the Index

Other episodes covering the same guests and topics, from across The B2B Podcast Index.

• The Data Problem That Kills PE Exit MultiplesPrivate Equity Data Guy · on Google Cloud90 / 100
• 90% of AI prototypes never reach production (w/ Temporal's Samar Abbas) | AI BasicsThis Week in Startups · on Google Cloud81 / 100
• Enterprise AI Agents and Multi-Agentic Systems with Tredence and Google Cloud: From Concept to ProductionThe Beyond Possible Dialogues · on Google Cloud81 / 100
• Treat Metering Like Finance: Building Data Platforms for Consumption EconomicsData Engineering Podcast · on Google Cloud79 / 100
• Amyn Jivani on Making Partner Marketing the Engine of Your Company's GTM StrategyNever GTM Alone · on Google Cloud78 / 100
• The AI Antidote: Why Authentic Communication Is Your Most Valuable Leadership Skill | Ari Butler, Founder, AB3 GroupHigh Octane Leadership · on Google Cloud75 / 100

• Microsoft, Oracle, Google, AWS: $2.3 Trillion Backlog + RPO64 / 100
• Winning the Future: Google Cloud Beats AWS, Ties Microsoft Cl.
• Microsoft Hits 40 Million AI Agents: What It Means for Enterprise AI
• Microsoft and Tech Leaders Push Back on Restrictions for Open-Weight AI Models
• Palantir Calls Out AI Labs as Q2 Soars 93%