A Mid-Year Cloud Check-In

As we get to the mid-point of 2025, let’s take a look at where the cloud is - what’s doing well, what’s going through some changes, and what might be in store for the rest of 2025. 

SHOW: 938

SHOW TRANSCRIPT: The Cloudcast #938 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET 

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website
• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.

SHOW NOTES:

• Digital Sovereignty concerns, investments and new laws outside the US 
• Growth of regional clouds? 
• Uncertainty in Azure, AWS - employee layoffs, review cycles, focus on non-AI projects/features
• East Meets West 2025 (keynote presentation) - See slide 27 (GPU share vs Cloud revenue share)
• Revenues: AWS ($116B run rate); Azure ($107.2B), GCP ($49B), Oracle Cloud ($12B IaaS, $16.8B SaaS), CoreWeave ($1B, since 2022) – OpenAI ($12-13B in 2025)
• NVIDIA ($130B)
• Massive Data Center build outs - Stargate ($500B), Meta ($60-65B), Grok/X ($10B)
  • AWS ($100B), Azure ($80B), 
  • Saudi Arabia (up to $100B)

FEEDBACK?

• Email: show at the cloudcast dot net
• Twitter/X: @cloudcastpod
• BlueSky: @cloudcastpod.bsky.social
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

FEEDBACK?

• Email: show @ reasoning dot show
• Bluesky: @reasoningshow.bsky.social
• Twitter/X: @ReasoningShow
• Instagram: @reasoningshow
• TikTok: @reasoningshow