The Cloudcast It's the beginning of Cloud 2.0
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Jan 18, 2026 A new era of cloud, dubbed Cloud 2.0, is emerging in 2026, influenced significantly by AI. The podcast explores AWS's struggle to adapt, with concerns over its limited application portfolio. Google Cloud is gaining ground, showcasing its strengths in data and AI. Multi-cloud realities are accepted as essential, challenging the former dominance of public cloud. The discussion contrasts the immediacy needed in AI solutions against traditional cloud services, suggesting a potential shift in industry dynamics.
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Cloud 1.0 Is Reaching Its Peak
- Aaron Delp argues Cloud 1.0 has peaked and we’re entering a new era driven by different priorities.
- He highlights multi-cloud and on-premises persistence as key shifts that invalidate the old single-cloud assumption.
Sovereignty And Latency Reframe Cloud Design
- Aaron Delp connects geopolitical shifts and digital sovereignty to cloud architecture choices.
- He notes latency and data locality demands from AI make centralized clouds less universally viable.
Hyperscalers Are Multi-Business Platforms
- Aaron Delp observes hyperscalers are diverse businesses, so pure IaaS accounting no longer captures their strategic value.
- He says vendor relationships will encompass broader services beyond raw infrastructure, changing how winners are judged.