After a decade of Bi-Modal IT discussion, we’ve now reached the era of Bi-Modal Cloud. Balancing traditional CPU-based cloud resources is now clashing with the demands of GPU-based AI cloud needs. Let’s explore!
SHOW: 896
SHOW TRANSCRIPT: The Cloudcast #896 Transcript
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SHOW NOTES:
- Public cloud providers are missing the market with AI (David Linthicum, 2025)
- Why digital business needs bi-modal IT (Gartner, 2015)
- Microsoft / Azure earnings (Jan 2025)
- Alphabet / Google Cloud earnings (Feb 2024)
- Amazon / AWS earnings (Feb 2025)
WHAT HAPPENS WHEN A BUSINESS HAS TO PRIORITIZE THE LOWER REVENUE PATHS
- We’ve come full circle after 10+ years
- Can the clouds make all this CapEx spending work because of other businesses?
- Wait, is cloud interesting again?
- What is Bi-Modal Cloud?
- Is the cash cow still the cash cow?
- How do cloud providers prioritize cloud vs. AI?
- How do internal teams rationalize being profitable but unimportant?
- Stargate might be a crazy idea, but is an AI-cloud a crazy idea?
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