The Cloudcast

The Rapid Change of Cloud Dynamics


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Are the dynamics of the hyperscale cloud providers changing? Will the leaders of the last decade continue for the next 3-5 years, or the next decade? Let’s explore how the market is now rapidly changing.

SHOW: 934

SHOW TRANSCRIPT: The Cloudcast #934 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET 

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

  • [US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud
  • [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.

SHOW NOTES:

  • Andy Jassy (Amazon CEO) - Thoughts on Generative AI 
  • AWS quarterly revenue growth 
  • OpenAI struggling to meet deadline for $20B investment (including Microsoft)
  • Inside Microsoft’s complex relationship with OpenAI
  • Google Cloud quarterly revenues
  • BG2 Podcast
  • East Meets West 2025 (keynote presentation)


TECHNOLOGY WAVES CHANGE MARKET DYNAMICS; INCUMBENTS DON’T ALWAYS LEAD

  • Revenues: AWS ($62B, 2021), Azure ($60B, 2021), GCP ($19B, 2021) 
  • Revenues (run rate): AWS ($130B, 2025), Azure ($108B, 2025), GCP ($50B, 2025) 
  • AWS is on 3rd CEO since pandemic; market questioning their AI strategy
  • Azure + OpenAI alignment strategy went from strategic to questioned
  • Google start-stop AI strategy, but coming together; but company breakup looming
  • Apple AI strategy seems completely unknown (Siri,Apple Intelligence, devices, models?)
  • Oracle seems to be rebounding around Oracle Cloud Infrastructure
  • New hypercloud AI providers emerging? The Amazon/AWS 20%

FEEDBACK?

  • Email: show at the cloudcast dot net
  • Twitter/X: @cloudcastpod
  • BlueSky: @cloudcastpod.bsky.social
  • Instagram: @cloudcastpod
  • TikTok: @cloudcastpod
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