The Craziest Year (so far) comes to a close

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 (docs.google.com/document/d/1_7WbC-ZZxm1y0EcoUc…)
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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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