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In this chat, Frank, Stephen, and Anthony share their thoughts on how cloud computing and AI have evolved from 2024 to 2025. 

They discuss the growth in the GPU market and how views on cloud versus on-premises solutions have changed. They also talk about the quality and performance of AI models and consider the environmental impact of AI. The group highlights the need for specialized AI models and the efficiency of the hardware used in AI applications. They wrap up with some insights into future trends in cloud instances and pricing.

In their chat, the speakers look at how AMD and Intel processors perform. They also discuss the future of ARM and Graviton technologies. Finally, they touch on the shifting world of cloud computing. They examine the competition among major cloud providers, such as AWS and Microsoft. They also highlight how important it is to be transparent in cloud operations, especially when comparing European and American providers. Here are the key takeaways.

• The GPU market saw a significant increase in providers in 2024.
• Many organisations are reconsidering their cloud strategies due to pricing and privacy concerns over AI.
• AI adoption is still in its early stages for many companies.
• Quality of AI models has plateaued, with a few major players dominating the market.
• Training models in the cloud may not be the best solution for everyone.
• Specialised AI models are becoming increasingly important.
• The environmental impact of AI and cloud computing is a growing concern.
• Efficiency in hardware usage is crucial for AI applications.
• Transparency in cloud provider operations varies significantly between vendors.
• The cloud market is stabilizing, with slower growth rates observed.
• Energy consumption and cost are critical factors.
• Benchmarking is essential for understanding cloud performance.
• The competitive landscape among cloud providers is shifting, with pricing diverging.