Barron's Live cover image

Tech Trader - The Outlook for Q2 Tech Earnings

Barron's Live

00:00

The Future of Cloud Infrastructure

There's been this recent trend in the last few quarters of clients optimizing their cloud spend. The street is optimistic that we're going to see that trend play out maybe another quarter or so and then get some rebound And meanwhile you have this new uh, new thing right? Uh ai Is a is a crucial opportunity for all those players. How do you think that plays out? What do you think we see? From these three companies on their front um in the next week or two Well, I think if you look at we were growingUh cloud infrastructure post covid at a 35 To 40 growth rate that's not sustainable So there's a tremendous amount post during covid and post Covid

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app