Description

Are the dynamics of the hyperscale cloud providers changing? Will the leaders of the last decade continue for the next 3-5 years, or the next decade? Let’s explore how the market is now rapidly changing.

SHOW: 934

SHOW TRANSCRIPT: The Cloudcast #934 Transcript

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SHOW NOTES:

• Andy Jassy (Amazon CEO) - Thoughts on Generative AI 
• AWS quarterly revenue growth 
• OpenAI struggling to meet deadline for $20B investment (including Microsoft)
• Inside Microsoft’s complex relationship with OpenAI
• Google Cloud quarterly revenues
• BG2 Podcast
• East Meets West 2025 (keynote presentation)

TECHNOLOGY WAVES CHANGE MARKET DYNAMICS; INCUMBENTS DON’T ALWAYS LEAD

• Revenues: AWS ($62B, 2021), Azure ($60B, 2021), GCP ($19B, 2021) 
• Revenues (run rate): AWS ($130B, 2025), Azure ($108B, 2025), GCP ($50B, 2025) 
• AWS is on 3rd CEO since pandemic; market questioning their AI strategy
• Azure + OpenAI alignment strategy went from strategic to questioned
• Google start-stop AI strategy, but coming together; but company breakup looming
• Apple AI strategy seems completely unknown (Siri,Apple Intelligence, devices, models?)
• Oracle seems to be rebounding around Oracle Cloud Infrastructure
• New hypercloud AI providers emerging? The Amazon/AWS 20%

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