Are the dynamics of the hyperscale cloud providers changing? Will the leaders of the last decade continue for the next 3-5 years, or the next decade? Let’s explore how the market is now rapidly changing.SHOW: 934SHOW TRANSCRIPT: The Cloudcast #934 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud[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:Andy Jassy (Amazon CEO) - Thoughts on Generative AI AWS quarterly revenue growth OpenAI struggling to meet deadline for $20B investment (including Microsoft)Inside Microsoft’s complex relationship with OpenAIGoogle Cloud quarterly revenuesBG2 PodcastEast Meets West 2025 (keynote presentation)TECHNOLOGY WAVES CHANGE MARKET DYNAMICS; INCUMBENTS DON’T ALWAYS LEADRevenues: AWS ($62B, 2021), Azure ($60B, 2021), GCP ($19B, 2021) Revenues (run rate): AWS ($130B, 2025), Azure ($108B, 2025), GCP ($50B, 2025) AWS is on 3rd CEO since pandemic; market questioning their AI strategyAzure + OpenAI alignment strategy went from strategic to questionedGoogle start-stop AI strategy, but coming together; but company breakup loomingApple AI strategy seems completely unknown (Siri,Apple Intelligence, devices, models?)Oracle seems to be rebounding around Oracle Cloud InfrastructureNew hypercloud AI providers emerging? The Amazon/AWS 20%FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

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