Cutting Costs in Cloud with Everett Berry
Screaming in the Cloud
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Microsoft's Take on AI Growth in Q2
I also think this is sort of a law of large numbers issue when you start seeing a drop off in the growth rate of large cloud providers. There's a problem in that there are only so many exabyte scale workloads that can be moved inside of a given quarter into the cloud. You're not going to see the same unbounded infinite growth that you would expect mathematically. But I do think that AWS, although they were maybe a little slow to the game, they did to their credit launch number of AI services. And I'm excited to see if that contributes to the cost that we're measuring next quarter.
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