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

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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)

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