A lot changed in the world of Cloud and AI this year. And then it changed some more, and some more, and so more. The only constant was change.
SHOW: 988
SHOW TRANSCRIPT: The Cloudcast #988 Transcript
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SHOW NOTES
IT WAS AN INTERESTING YEAR IN CLOUD AND AI TECHNOLOGY
- AI has become a mainstream technology, political and social talking point
- AI went through 7yrs of news cycles in 1 yr
- DeepSeek - Maybe NVIDIA chips aren’t needed?
- NVIDIA acquihired Grok and their technology
- Maybe AWS’ lead in the cloud is now in question
- Google got their act together with GenAI, after inventing the technology in 2017
- Microsoft and OpenAI sort of broke up, or at least they are seeing other people
- OpenAI forecasts 100x their current revenue in future computing needs
- The US Gov’t either bailed out, or socialized Intel
- Bitcoin - 94k, up to 125k, down to 84k
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