Welcome to the Bi-Modal Cloud Era

After a decade of Bi-Modal IT discussion, we’ve now reached the era of Bi-Modal Cloud. Balancing traditional CPU-based cloud resources is now clashing with the demands of GPU-based AI cloud needs. Let’s explore!SHOW: 896SHOW TRANSCRIPT: The Cloudcast #896 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTES:Public cloud providers are missing the market with AI (David Linthicum, 2025)Why digital business needs bi-modal IT (Gartner, 2015)Microsoft / Azure earnings (Jan 2025)Alphabet / Google Cloud earnings (Feb 2024)Amazon / AWS earnings (Feb 2025)WHAT HAPPENS WHEN A BUSINESS HAS TO PRIORITIZE THE LOWER REVENUE PATHSWe’ve come full circle after 10+ yearsCan the clouds make all this CapEx spending work because of other businesses?Wait, is cloud interesting again?What is Bi-Modal Cloud?Is the cash cow still the cash cow?How do cloud providers prioritize cloud vs. AI?How do internal teams rationalize being profitable but unimportant?Stargate might be a crazy idea, but is an AI-cloud a crazy idea? FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK?Email: show @ the enterprise ai show dot comeBluesky: @EntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow