A Mid-Year Cloud Check-In

As we get to the mid-point of 2025, let’s take a look at where the cloud is - what’s doing well, what’s going through some changes, and what might be in store for the rest of 2025. SHOW: 938 SHOW TRANSCRIPT: The Cloudcast #938 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS" SHOW SPONSORS: [FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself. SHOW NOTES: Digital Sovereignty concerns, investments and new laws outside the US Growth of regional clouds? Uncertainty in Azure, AWS - employee layoffs, review cycles, focus on non-AI projects/features East Meets West 2025 (keynote presentation) - See slide 27 (GPU share vs Cloud revenue share) Revenues: AWS ($116B run rate); Azure ($107.2B), GCP ($49B), Oracle Cloud ($12B IaaS, $16.8B SaaS), CoreWeave ($1B, since 2022) – OpenAI ($12-13B in 2025) NVIDIA ($130B) Massive Data Center build outs - Stargate ($500B), Meta ($60-65B), Grok/X ($10B) AWS ($100B), Azure ($80B), Saudi Arabia (up to $100B) FEEDBACK? Email: show at the cloudcast dot net Twitter/X: @cloudcastpod BlueSky: @cloudcastpod.bsky.social Instagram: @cloudcastpod TikTok: @cloudcastpod FEEDBACK? Email: show @ the enterprise ai show dot com Bluesky: @TheEntAIShow.bsky.social Twitter/X: @TheEntAIShow Instagram: @TheEntAIShow