How Big Tech Is Building Its Own Alternative to the Public Cloud

Lucas and Luna dive into a quiet but massive shift: the five largest tech companies are building their own private cloud infrastructure to reduce reliance on public cloud vendors like Amazon Web Services and Microsoft Azure. Anchored by the news that Google’s Android 17 launch includes new multitasking tools that rely on on-device processing rather than cloud calls, the hosts explore how Apple, Google, Microsoft, Meta, and Amazon are each spending tens of billions to internalize compute. They break down the economics: Apple’s ‘Project Atlas’ server project reportedly saves $1.2 billion annually in cloud costs, while Meta’s open-source AI models run on its own custom silicon. Lucas cites a recent Gartner estimate that by 2028, 65% of enterprise workloads will run on private infrastructure. The conversation touches on why this trend pressures AWS and Azure growth, and what it means for investors watching Big Tech capital expenditure. #BigTech #PrivateCloud #Infrastructure #Google #Apple #Amazon #Microsoft #Meta #CloudComputing #CustomSilicon #Android17 #ProjectAtlas #Capex #AIModels #OnDeviceAI #Technology #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo