9min chapter

The Cloudcast cover image

Welcome to the Bi-Modal Cloud Era

The Cloudcast

CHAPTER

Navigating the Cloud and AI Transition

This chapter explores the recent earnings misses of major cloud service providers like Amazon, Microsoft, and Alphabet, highlighting their struggle to adapt to AI demands. It discusses the shift from CPU-centric to GPU-centric architectures and the implications of these changes for the cloud market.

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