The Cloudcast A Mid-Year Cloud Check-In
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Jul 6, 2025 As we reach the mid-point of 2025, the podcast delves into the evolving landscape of cloud computing. It highlights the rise of data sovereignty concerns and the shift toward regional clouds. Key players like AWS and Azure are facing both challenges and opportunities in AI adaptation and hardware investments. Revenue discussions reveal strong performance but notable competitive dynamics. Massive data center builds are on the horizon, signaling growth in the cloud market. Tune in for insights that could shape future cloud strategies!
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Data Sovereignty Concerns Rise
- Digital sovereignty concerns are growing, especially in Europe with emerging regulations on data control.
- This could lead to complex adaptations by cloud providers, including regional subsidiaries or data localization strategies.
Regional Clouds Gain Traction
- Regional clouds may grow as a response to sovereignty concerns and local data control requirements.
- These could be highly specialized or vertically integrated to serve local markets effectively.
AWS GPU Spending Gap Revealed
- AWS holds 44% cloud market share but only about 20% of NVIDIA GPU purchases, unlike Azure and Google.
- This may reflect AWS's strategy of diversifying with custom chips versus depending mainly on NVIDIA GPUs for AI workloads.