The Cloudcast The 2025 State of Cloud in Review
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Dec 17, 2025 In a thrilling recap of 2025, key highlights include GCP's impressive comeback and Oracle's unexpected success in AI deals. Discussions on data sovereignty reveal its prominence this year, while the impact of outages and resilience tradeoffs are examined. The rise of NeoClouds brings a fresh perspective on AI-driven GPU farms, prompting predictions of consolidation ahead. Notably, debates over cloud strategies come to a head, with bold rankings and forecasts for AWS, Azure, and GCP's future roles in the cloud landscape.
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GCP Emerged As Most Interesting Cloud
- Google Cloud (GCP) led 2025 with the most momentum and clearer AI positioning.
- GCP turned profitable and became the "most interesting" cloud according to Brian Gracely and Aaron Delp.
Sovereignty Became A Dominant Theme
- Data and digital sovereignty dominated cloud conversations in 2025, driven by policy and EU actions.
- Stakeholders disagreed on definitions but prioritized storing data outside US-owned clouds.
Availability Zones Are Back In Focus
- Availability zones regained attention after multiple outages, proving they still matter operationally.
- Many organizations choose not to implement multi-AZ due to complexity and resource costs.