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:

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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The Rapid Change of Cloud Dynamics

The Reasoning Show