The Reasoning Show
The Reasoning Show - Reasoning through the AI Revolution
The industry's leading AI podcast, explores how leaders think through AI, technology, and transformation. Each week founders, investors, and operators unpack the decisions behind the systems shaping modern business.
Hosts: Aaron Delp and Brian Gracely
The Reasoning Show
A Mid-Year Cloud Check-In
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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"
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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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