Will a New Cloud Emerge?

Aaron Delp and Brian Gracely discuss the possibility of another major cloud provider emerging as the economy changes and new application workloads begin to take shape. SHOW: 757 CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw NEW TO CLOUD? CHECK OUT - "CLOUDCAST BASICS" SHOW SPONSORS: Find "Breaking Analysis Podcast with Dave Vellante" on Apple, Google and Spotify Keep up to data with Enterprise Tech with theCUBE Reduce the complexities of protecting your workloads and applications in a multi-cloud environment. Panoptica provides comprehensive cloud workload protection integrated with API security to protect the entire application lifecycle. Learn more about Panoptica at panoptica.app SHOW NOTES: Microsoft hiring to build small reactors near data centers The economic case for Generative AI (a16z) AWS invests (up to) $4B in Anthropic NVIDIA DGX Cloud NVIDIA’s new computing model (Acquired podcast) Topic 1 - Do you remember back when AWS was starting to take off, and Simon Wardley used to talk about how IBM or HP or Cisco or EMC/VMware should have been the ones building the utility cloud services? Topic 2 - We’re now at a stage when all anyone can talk about is AI (Generative AI, LLMs, etc.) and GPUs. So which one is more powerful, the Models/Data or the Infrastructure? Topic 3 - Is it possible that NVIDIA could start building their own cloud? Do they potentially want to own a more vertical experience? Topic 4 - Obviously the buildout costs are enormous, but are they that much different from what the Big 3 are trying to do in retrofitting existing data centers, or hiring to build their own mini-Nuclear reactors? Topic 5 - Who could potentially be a partner to NVIDIA in building out this type of cloud in the near-term? (Equinix, national governments, cities-of-the-future, sovereign wealth funds, etc.) FEEDBACK? Email: show at the cloudcast dot net Twitter: @thecloudcastnet FEEDBACK? Email: show @ the enterprise ai show dot com Bluesky: @TheEntAIShow.bsky.social Twitter/X: @TheEntAIShow Instagram: @TheEntAIShow