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:

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

The Rapid Change of Cloud Dynamics

Powered by Wave AI