EPISODE · May 7, 2025 · 23 MIN
AI Growth Driving Cloud Provider Investment || Tech Field Day News Rundown: May 7, 2025
from Tech Field Day News Rundown · host Tech Field Day
The demand for AI services is driving more growth in public cloud platforms, Amazon, Microsoft, and Google have all continued investment in the public cloud platforms to keep up with generative AI. Andy Jassy highlighted triple-digit growth in AI revenues, Microsoft has committed to 40% more capacity in Europe, and Google is investing $17 Billion in cloud infrastructure.Time Stamps: 0:00 - Welcome to the Tech Field Day News Rundown1:13 - Amazon Internet from Space in 20263:07 - Palo Alto Networks buys Protect AI5:44 - Forescout and NVIDIA Team Up for Operational Technology8:29 - Cloud Costs are Higher than Expected, Value to the Business is Even Higher11:24 - Chatbots aren't Giving Good Health Advice14:18 - Huawei AI chips to take on NVIDIA and beat US controls17:13 - AI Growth Driving Cloud Provider Investment21:27 - The Weeks Ahead22:21 - Thanks for WatchingHosts: Tom Hollingsworth: https://www.linkedin.com/in/networkingnerd/Stephen Foskett: https://www.linkedin.com/in/sfoskett/Alastair Cooke: https://www.linkedin.com/in/alastaircooke/Follow Tech Field Day: Website: https://techfieldday.com/ LinkedIn: https://www.linkedin.com/company/tech-field-day/X/Twitter: https://x.com/TechFieldDay Bluesky: https://bsky.app/profile/techfieldday.com
What this episode covers
The demand for AI services is driving more growth in public cloud platforms, Amazon, Microsoft, and Google have all continued investment in the public cloud platforms to keep up with generative AI. Andy Jassy highlighted triple-digit growth in AI revenues, Microsoft has committed to 40% more capacity in Europe, and Google is investing $17 Billion in cloud infrastructure.Time Stamps: 0:00 - Welcome to the Tech Field Day News Rundown1:13 - Amazon Internet from Space in 20263:07 - Palo Alto Networks buys Protect AI5:44 - Forescout and NVIDIA Team Up for Operational Technology8:29 - Cloud Costs are Higher than Expected, Value to the Business is Even Higher11:24 - Chatbots aren't Giving Good Health Advice14:18 - Huawei AI chips to take on NVIDIA and beat US controls17:13 - AI Growth Driving Cloud Provider Investment21:27 - The Weeks Ahead22:21 - Thanks for WatchingHosts: Tom Hollingsworth: https://www.linkedin.com/in/networkingnerd/Stephen Foskett: https://www.linkedin.com/in/sfoskett/Alastair Cooke: https://www.linkedin.com/in/alastaircooke/Follow Tech Field Day: Website: https://techfieldday.com/ LinkedIn: https://www.linkedin.com/company/tech-field-day/X/Twitter: https://x.com/TechFieldDay Bluesky: https://bsky.app/profile/techfieldday.com
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AI Growth Driving Cloud Provider Investment || Tech Field Day News Rundown: May 7, 2025
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