The Cloudcast The Rapid Change of Cloud Dynamics
Jun 22, 2025
The podcast delves into the rapidly changing dynamics among hyperscale cloud providers like AWS, Azure, and Google Cloud. It highlights how AI is reshaping competition and growth strategies. Key insights include AWS's unexpected GPU acquisition moves and the evolving roles of major players like Microsoft and Apple. There's also a discussion on the potential future of cloud leadership and the questions surrounding AI strategies. As the tech landscape shifts, the focus is on the adaptability required to thrive in this new era.
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Tech Change: Slow then Rapid
- Technology changes slowly for long periods, then suddenly accelerates rapidly.
- We are currently in a phase where cloud and AI changes are happening very fast.
Cloud Market Stability circa 2021
- By 2021, AWS and Azure revenues were close, Google Cloud was much smaller.
- This market stability seemed unlikely to change quickly at that time.
Generative AI Shifts Cloud dynamics
- By the end of 2023, generative AI like ChatGPT started shifting cloud dynamics significantly.
- Microsoft’s early bet on OpenAI gave them a competitive advantage in AI integration.