After a decade of Bi-Modal IT discussion, we’ve now reached the era of Bi-Modal Cloud. Balancing traditional CPU-based cloud resources is now clashing with the demands of GPU-based AI cloud needs. Let’s explore!

SHOW: 896

SHOW TRANSCRIPT: The Cloudcast #896 Transcript

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SHOW NOTES:

Public cloud providers are missing the market with AI (David Linthicum, 2025)
Why digital business needs bi-modal IT (Gartner, 2015)
Microsoft / Azure earnings (Jan 2025)
Alphabet / Google Cloud earnings (Feb 2024)
Amazon / AWS earnings (Feb 2025)

WHAT HAPPENS WHEN A BUSINESS HAS TO PRIORITIZE THE LOWER REVENUE PATHS

We’ve come full circle after 10+ years
Can the clouds make all this CapEx spending work because of other businesses?
Wait, is cloud interesting again?
What is Bi-Modal Cloud?
Is the cash cow still the cash cow?
How do cloud providers prioritize cloud vs. AI?
How do internal teams rationalize being profitable but unimportant?
Stargate might be a crazy idea, but is an AI-cloud a crazy idea?

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Welcome to the Bi-Modal Cloud Era

The Reasoning Show