logo
episode-header-image
Feb 2024
24m 14s

The Curious Case of AI, Funding and Clou...

Massive Studios
About this episode

Big 3 cloud providers investing in AI with cloud credits. $7 trillion dollar big plans. VCs concerned about AI valuations. It feels like a new set of rules are being created. 

SHOW: 794

CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"

SHOW SPONSORS:


SHOW NOTES:


ARE CLOUD CREDITS THE NEW VENTURE CAPITAL?

  • “Microsoft's Q2 2024 earnings report states that AI services contributed 6 percentage points of growth to Azure revenue. This is an increase from 3 percentage points in the previous quarter.” 

KEEP AN EYE ON AI USAGE “TRENDS” FROM THE BIG CLOUD PROVIDERS

  • Is this a problem for VCs? 
  • Is this “good” revenue for the cloud providers?
  • Are they just smart for utilizing an asset that they can monopolize?
  • How to track user-growth (e.g. OpenAI) and cloud-usage-growth (e.g. Big 3)
  • How much will people invest to build an alternative to NVIDIA?

FEEDBACK?

Up next
Yesterday
Transitioning from the Cloud era to the AI era
As we begin to transition from the Cloud era to the AI era, what types of changes can we expect to see happen in the market, within our businesses, and for individuals? SHOW: 952SHOW TRANSCRIPT: The Cloudcast #952 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD N ... Show More
26m 7s
Aug 21
Looking back on Industry Market Leaders
After a very long roadtrip, let’s explore the lessons we can learn from some of the greatest business models in tech and how or if they apply to the AI era companies. SHOW: 951SHOW TRANSCRIPT: The Cloudcast #951 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEW ... Show More
25m 39s
Aug 20
Kubernetes in the Era of GPUs
Haseeb Budhani (@haseebbudhani, CEO @rafaysystemsinc) discusses the evolution from traditional DevOps to platform engineering and what "Enterprise Ready" Kubernetes looks like in 2025. We explore AI workloads running on Kubernetes and how modern orchestration solutions can transf ... Show More
25m 11s
Recommended Episodes
Nov 2023
Getting ahead in the cloud
We’ve all heard lots about cloud technology, but, according to new McKinsey research, only 20 to 30 percent of industries are using it regularly and at scale. On today’s episode of The McKinsey Podcast, McKinsey senior partners Mark Gu and James Kaplan share findings from the rep ... Show More
24m 19s
Mar 2023
Is Public Cloud Right for My Company?
Cloud computing, or simply ‘cloud’, has transformed our lives in every way, whether you know it or not! It’s everywhere. We use it to listen to music, buy products. And companies use it to run their entire company operations. The Buzz. 1: “I’ve looked at clouds from both sides no ... Show More
1 h
Mar 2023
Is Public Cloud Right for My Company?
Cloud computing, or simply ‘cloud’, has transformed our lives in every way, whether you know it or not! It’s everywhere. We use it to listen to music, buy products. And companies use it to run their entire company operations. The Buzz. 1: “I’ve looked at clouds from both sides no ... Show More
1 h
Dec 2021
Simplifying Cloud Complexity with Ami Luttwak, the Co-founder and CTO of Wiz
The word “cloud” is often uttered up in an almost reverent tone by anyone even tangentially affiliated with the IT world. A big reason for this is because cloud computing has been a tremendous boon for all manner of institutions. Getting away from on-prem servers has reduced cost ... Show More
38m 29s
Sep 2018
AI, Cloud Computing, and Leadership
On today’s episode of IT Visionaries, we are joined by Japjit Tulsi, the CTO of Carta. In his 20 year career, Japjit has led engineering teams at Google, Microsoft, and eBay. He’s helped build products like Google Analytics and, most recently, ShopBot, eBay’s AI tool which combin ... Show More
33m 33s
Jul 2023
Paperspace an AI Cloud Computing Platform Acquired for $111M by DigitalOcean
In this episode, we dive into DigitalOcean's $111 million cash acquisition of AI cloud computing startup Paperspace, exploring the motivations behind the deal and its implications for the cloud services landscape. We'll discuss how this move may enhance DigitalOcean's ... Show More
12m 13s
Jul 2022
AWS Cloud Computing Simply Explained | #001
This episode focuses on AWS Cloud computing simply explained. Cloud computing has impacted almost every imaginable industry. This is why you should understand Cloud computing concepts and begin your Cloud journey. Sit back, relax, and enjoy this episode! ⭐️ Text AWS to 213-516-63 ... Show More
9m 49s
Mar 2018
Crack the Cloud_Open
“There is no cloud. It's just someone else's computer.” Or server, to be exact. Big cloud providers offer a relatively easy way to scale out workloads. But what’s the real cost? In this episode, we talk about the battle in the clouds, where any winner is still very much up in the ... Show More
29m 5s
Jun 2024
Will AI Investments Pay Off? Your Questions Answered.
Businesses and investors keep making big bets on artificial intelligence. Earlier this month, Nvidia, whose chips power a lot of AI tech, topped $3 trillion in market cap. Other tech giants, like Microsoft and Amazon, are pledging billions to build up their AI capabilities. As th ... Show More
14m 20s
Sep 2021
Accelerating Innovation with Hybrid Cloud ​at the Edge
The world is hitting a data tipping point where vast connectivity requires massive network capacity. In this episode of Smart Talks, Malcolm Gladwell talks to David Shacochis, Vice President for Enterprise Technology and Field CTO at Lumen, and Howard Boville, Head of IBM Cloud P ... Show More
28m 55s
Listen to millions of songs and podcasts on Anghami