The Cloudcast AI & Cloud Trends for June 2025
18 snips
Jul 1, 2025 Brandon Whichard, co-host of the Software Defined Talk podcast, dives into the latest cloud and AI trends. They discuss highlights from the 'East Meets West' event, emphasizing transformative AI predictions. The conversation intersects sports-like competition in AI research with recruitment challenges in elite team formation. They also explore the rapid rise of AI adoption, contrasting it with past tech revolutions, and analyze the fierce competition among cloud giants like AWS and Microsoft, stressing the need for innovation in a swiftly evolving landscape.
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Unprecedented AI Growth Rates
- AI adoption is happening faster than any previous technology trend, reaching massive user and revenue milestones in record time.
- Companies are also losing money rapidly, showing the volatile investment nature despite explosive growth.
Amazon’s GPU Use Disparity
- Amazon's cloud revenue share is disproportionately higher than its GPU usage, unlike competitors.
- This suggests Amazon may be investing less in AI model building or relying on their own chipsets more than NVIDIA GPUs.
Amazon's AI Staffing Memo
- Amazon CEO Andy Jassy wrote an internal memo stating AI adoption means fewer employees are needed.
- This was surprising given Amazon's pioneering role in technology and AI potential within their cloud services.
