Episode 28 of ChatGPT and Beyond with Fexingo examines the mounting pressure on cloud margins as AI workloads force hyperscalers to rethink infrastructure economics. Lucas and Luna unpack the profit squeeze: AWS and Azure are spending heavily on NVIDIA's H200 and Blackwell GPUs, data center power, and a new generation of high-memory compute instances, all while enterprise customers push back on rising reserved-instance pricing. With references to ServiceNow's recent surge tied to AI agent adoption and Oracle's unexpected cloud momentum, the hosts explore how AI is reshaping the margins of the biggest cloud providers and what that means for the next wave of AI startups.

#AWS #Azure #CloudComputing #AIMargins #NVIDIA #ServiceNow #Oracle #DataCenters #AIInfrastructure #EnterpriseCloud #GPU #InfrastructureEconomics #Technology #FexingoBusiness #BusinessPodcast #CloudEconomics #Hyperscalers #AICosts

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