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Indhold leveret af Chaos Lever, Ned Bellavance, and Chris Hayner. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Chaos Lever, Ned Bellavance, and Chris Hayner eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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Beyond The Rumors and Into the Future of Cloud Computing [CL 94]

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Manage episode 402358129 series 3378962
Indhold leveret af Chaos Lever, Ned Bellavance, and Chris Hayner. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Chaos Lever, Ned Bellavance, and Chris Hayner eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Ned and Chris discuss the supposedly uncertain future of cloud computing, reviewing recent CapEx and strategic shifts by leading providers, and speculating on AI’s impact on the future of technology.

Cloud Computing is Here to Stay

Ned sheds light on the reality behind the figures by digging into the growth strategies and market positions of top cloud providers including AWS, Azure, and Google Cloud. He highlights the stark contrasts in spending between AWS and Microsoft, including the inconsistency between AWS's words and actions when they compare the company's public pronouncements on AI investments with its actual investments. Furthermore, Ned and Chris discuss the growing impact of AI on cloud computing's future, paying particular attention to Microsoft's forward approach with OpenAI.

Show Highlights:

(00:00) - Intro

(03:55) - Tackling rumors about the decline in public Cloud computing

(06:04) - Analysis of the growth trends of AWS, Azure, and Google Cloud alongside the law of large numbers.

(13:09) - The logistical hurdles of scaling cloud infrastructure.

(15:09) - A look into variations in CapEx among the big three cloud providers

(21:50) - The increased durability of servers and its implications for cloud providers

(24:15) - The future impact of AI on cloud computing and Microsoft's early strategy with OpenAI.

(26:38) - Closing Remarks

https://docs.google.com/document/d/1WOVCsnKYl637Pzd5-6Js01Fb-NRdFV4XbzyNVRQ1rWc/edit?usp=sharing

Links:

  continue reading

152 episoder

Artwork
iconDel
 
Manage episode 402358129 series 3378962
Indhold leveret af Chaos Lever, Ned Bellavance, and Chris Hayner. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Chaos Lever, Ned Bellavance, and Chris Hayner eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Ned and Chris discuss the supposedly uncertain future of cloud computing, reviewing recent CapEx and strategic shifts by leading providers, and speculating on AI’s impact on the future of technology.

Cloud Computing is Here to Stay

Ned sheds light on the reality behind the figures by digging into the growth strategies and market positions of top cloud providers including AWS, Azure, and Google Cloud. He highlights the stark contrasts in spending between AWS and Microsoft, including the inconsistency between AWS's words and actions when they compare the company's public pronouncements on AI investments with its actual investments. Furthermore, Ned and Chris discuss the growing impact of AI on cloud computing's future, paying particular attention to Microsoft's forward approach with OpenAI.

Show Highlights:

(00:00) - Intro

(03:55) - Tackling rumors about the decline in public Cloud computing

(06:04) - Analysis of the growth trends of AWS, Azure, and Google Cloud alongside the law of large numbers.

(13:09) - The logistical hurdles of scaling cloud infrastructure.

(15:09) - A look into variations in CapEx among the big three cloud providers

(21:50) - The increased durability of servers and its implications for cloud providers

(24:15) - The future impact of AI on cloud computing and Microsoft's early strategy with OpenAI.

(26:38) - Closing Remarks

https://docs.google.com/document/d/1WOVCsnKYl637Pzd5-6Js01Fb-NRdFV4XbzyNVRQ1rWc/edit?usp=sharing

Links:

  continue reading

152 episoder

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