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5 Storylines that will shape Cloud and AI in 2H 2024
Manage episode 433548712 series 2285741
They may not be major stories, but these 5 headlines will play an important role in how AI and the Cloud evolve in the 2H of 2024.
SHOW: 846
SHOW TRANSCRIPT: The Cloudcast #846 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 NOTES:
- VCs are looking to get out (Business Insider)
- Microsoft earnings (31%), Google earnings (29%), Amazon earnings (19%) - QtoQ earnings for the hyperscalers
THE ECONOMY WILL BE THE STORY OF 2H 2024 DUE TO THE US ELECTIONS
BUT WILL ANY OF THESE OTHER STORIES GET THE ATTENTION THEY DESERVE?
- Are VCs going to be out on AI startups?
- Will tech antitrust discussions become prominent in the US elections?
- When will we start seeing all the early-2024 AI demos turn into reality?
- How much are the hyperscale cloud earnings boosted by AI spend vs. usage?
- Will any alternatives to VMware start to show progress in displacing the virtualization leader?
FEEDBACK?
- Email: show at the cloudcast dot net
- Twitter: @cloudcastpod
- Instagram: @cloudcastpod
- TikTok: @cloudcastpod
894 פרקים
Manage episode 433548712 series 2285741
They may not be major stories, but these 5 headlines will play an important role in how AI and the Cloud evolve in the 2H of 2024.
SHOW: 846
SHOW TRANSCRIPT: The Cloudcast #846 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 NOTES:
- VCs are looking to get out (Business Insider)
- Microsoft earnings (31%), Google earnings (29%), Amazon earnings (19%) - QtoQ earnings for the hyperscalers
THE ECONOMY WILL BE THE STORY OF 2H 2024 DUE TO THE US ELECTIONS
BUT WILL ANY OF THESE OTHER STORIES GET THE ATTENTION THEY DESERVE?
- Are VCs going to be out on AI startups?
- Will tech antitrust discussions become prominent in the US elections?
- When will we start seeing all the early-2024 AI demos turn into reality?
- How much are the hyperscale cloud earnings boosted by AI spend vs. usage?
- Will any alternatives to VMware start to show progress in displacing the virtualization leader?
FEEDBACK?
- Email: show at the cloudcast dot net
- Twitter: @cloudcastpod
- Instagram: @cloudcastpod
- TikTok: @cloudcastpod
894 פרקים
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