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
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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%
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