As we get to the mid-point of 2025, let’s take a look at where the cloud is - what’s doing well, what’s going through some changes, and what might be in store for the rest of 2025.
SHOW: 938
SHOW TRANSCRIPT: The Cloudcast #938 Transcript
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SHOW NOTES:
- Digital Sovereignty concerns, investments and new laws outside the US
- Growth of regional clouds?
- Uncertainty in Azure, AWS - employee layoffs, review cycles, focus on non-AI projects/features
- East Meets West 2025 (keynote presentation) - See slide 27 (GPU share vs Cloud revenue share)
- Revenues: AWS ($116B run rate); Azure ($107.2B), GCP ($49B), Oracle Cloud ($12B IaaS, $16.8B SaaS), CoreWeave ($1B, since 2022) – OpenAI ($12-13B in 2025)
- NVIDIA ($130B)
- Massive Data Center build outs - Stargate ($500B), Meta ($60-65B), Grok/X ($10B)
- AWS ($100B), Azure ($80B),
- Saudi Arabia (up to $100B)
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