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Breaking Analysis with Dave Vellante
On-Prem is on Fire but Cloud Continues to Win the Day
Jun 15, 2024
Analyzing AI Server Trends in On-Premises and Cloud Markets with a focus on financial performance of technology companies compared to major cloud hyperscalers. Exploring the impact of Data Localization and AI in traditional data centers, discussing challenges and benefits.
29:50
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Quick takeaways
- Companies like Dell, Supermicro, and HPE are thriving in the AI server trend alongside cloud hyperscalers.
- Oracle's stock reaching all-time high due to cloud momentum from deals with Google and Microsoft.
Deep dives
Growth in AI Server Trend Benefits On-Premises Install Bases
The podcast episode highlights that companies like Dell, Supermicro, and HPE are experiencing growth in the AI server trend, not just the cloud hyperscalers. Oracle's trading at an all-time high, citing cloud momentum from deals with Google and Microsoft. The big three US hyperscalers, AWS, Azure, and Google Cloud Platform, are projected to approach $195 billion in infrastructure revenue by 2024, with Supermicro showing remarkable triple-digit growth.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode