The Cloudcast AI & Cloud Trends for September 2025
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Oct 1, 2025 In this insightful discussion, Brandon Whichard, a cloud news commentator and host of Software Defined Talk, joins Brian Gracely to delve into the biggest trends in AI and cloud for September 2025. They explore the monumental Oracle-OpenAI deal and its market ramifications. The duo debates whether the AI funding frenzy is rational or irrational and examines what drives real demand for AI solutions. Additionally, they discuss the competitive landscape shaped by Nvidia and Intel, alongside Anthropic's challenges in gaining media attention.
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Round-Trip Money Creates Market Signals
- Big headline deals can be circular financial theater rather than immediate cash transfers.
- The Oracle–OpenAI–NVIDIA triangle illustrates market signaling more than simple balance-sheet reality.
Winner-Take-All Economics Drive Risky Bets
- Players are using a winner-take-all playbook that tolerates massive losses to seize market dominance.
- That strategy explains sky-high valuations despite current unprofitability.
Watch Hires To Predict Revenue Models
- Expect AI companies to chase a clear final-demand business (ads, subscriptions, productivity).
- Watch hires and product moves (e.g., ad-focused roles) as indicators of which revenue model they'll pursue.