The Cloudcast The Craziest Year (so far) comes to a close
41 snips
Dec 28, 2025 This year saw AI skyrocketing into the mainstream, becoming a hot topic in tech, politics, and society. An intriguing shift emerged as DeepSeek challenged NVIDIA's chip dominance, raising questions about future alternatives. OpenAI forecasted an astonishing 100x increase in revenue tied to computing needs. AWS's cloud leadership appears to be under threat, while Google made a strategic comeback in generative AI. Bitcoin experienced wild price swings, and a surprising viral moment stemmed from a Coldplay incident, intertwining music with tech trends.
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AI Went Mainstream Quickly
- AI became a mainstream social and political topic across homes, businesses, and news.
- The year compressed roughly seven years of AI attention into one intense cycle.
NVIDIA's Dominance Faces Early Challenges
- DeepSeq raised questions about reliance on NVIDIA chips and opened the idea of alternatives.
- NVIDIA later licensed Grok tech, showing both dominance and movement toward alternatives.
Compute Demand Could Grow Exponentially
- OpenAI forecasted orders-of-magnitude higher future compute needs, implying massive industry growth.
- Forecasts suggest future compute demand could be ~100x current levels, reshaping economics and capacity planning.