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AI Growth Driving Cloud Provider Investment || Tech Field Day News Rundown: May 7, 2025

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Manage episode 481276709 series 2134755
Content provided by Tech Field Day. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tech Field Day or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

The demand for AI services is driving more growth in public cloud platforms, Amazon, Microsoft, and Google have all continued investment in the public cloud platforms to keep up with generative AI. Andy Jassy highlighted triple-digit growth in AI revenues, Microsoft has committed to 40% more capacity in Europe, and Google is investing $17 Billion in cloud infrastructure.

Time Stamps:

  • 0:00 - Welcome to the Tech Field Day News Rundown
  • 1:13 - Amazon Internet from Space in 2026
  • 3:07 - Palo Alto Networks buys Protect AI
  • 5:44 - Forescout and NVIDIA Team Up for Operational Technology
  • 8:29 - Cloud Costs are Higher than Expected, Value to the Business is Even Higher
  • 11:24 - Chatbots aren't Giving Good Health Advice
  • 14:18 - Huawei AI chips to take on NVIDIA and beat US controls
  • 17:13 - AI Growth Driving Cloud Provider Investment
  • 21:27 - The Weeks Ahead
  • 22:21 - Thanks for Watching

Hosts:

Tom Hollingsworth: https://www.linkedin.com/in/networkingnerd/

Stephen Foskett: https://www.linkedin.com/in/sfoskett/

Alastair Cooke: https://www.linkedin.com/in/alastaircooke/

Follow Tech Field Day: Website: https://techfieldday.com/

LinkedIn: https://www.linkedin.com/company/tech-field-day/

X/Twitter: https://x.com/TechFieldDay

Bluesky: https://bsky.app/profile/techfieldday.com

  continue reading

333 episodes

Artwork
iconShare
 
Manage episode 481276709 series 2134755
Content provided by Tech Field Day. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tech Field Day or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

The demand for AI services is driving more growth in public cloud platforms, Amazon, Microsoft, and Google have all continued investment in the public cloud platforms to keep up with generative AI. Andy Jassy highlighted triple-digit growth in AI revenues, Microsoft has committed to 40% more capacity in Europe, and Google is investing $17 Billion in cloud infrastructure.

Time Stamps:

  • 0:00 - Welcome to the Tech Field Day News Rundown
  • 1:13 - Amazon Internet from Space in 2026
  • 3:07 - Palo Alto Networks buys Protect AI
  • 5:44 - Forescout and NVIDIA Team Up for Operational Technology
  • 8:29 - Cloud Costs are Higher than Expected, Value to the Business is Even Higher
  • 11:24 - Chatbots aren't Giving Good Health Advice
  • 14:18 - Huawei AI chips to take on NVIDIA and beat US controls
  • 17:13 - AI Growth Driving Cloud Provider Investment
  • 21:27 - The Weeks Ahead
  • 22:21 - Thanks for Watching

Hosts:

Tom Hollingsworth: https://www.linkedin.com/in/networkingnerd/

Stephen Foskett: https://www.linkedin.com/in/sfoskett/

Alastair Cooke: https://www.linkedin.com/in/alastaircooke/

Follow Tech Field Day: Website: https://techfieldday.com/

LinkedIn: https://www.linkedin.com/company/tech-field-day/

X/Twitter: https://x.com/TechFieldDay

Bluesky: https://bsky.app/profile/techfieldday.com

  continue reading

333 episodes

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