Azure Softness + AI Capex = The Public Cloud's New Problem

Azure Softness + AI Capex = The Public Cloud's New Problem

Why did Microsoft stock drop even after a headline beat? In this episode, cloud analyst David Linthicum breaks down the market's "beat-and-drop" reaction to Microsoft's latest earnings and what it signals about Azure, AI, and hyperscaler spending. He explains how expectations for a clear cloud re-acceleration collided with guidance that sounded more like "we're investing ahead of demand," raising concerns about capital intensity and near-term margins. Linthicum walks through the optics around Azure growth, capacity build-outs for AI training and inference, and why investors are increasingly sensitive to capex without fast operating leverage.

The conversation also explores a structural shift in enterprise cloud choices—hybrid, private and sovereign cloud, colocation, and managed service providers—and how workload economics (egress, governance, and consumption creep) can make public cloud less attractive for steady-state compute. Finally, he balances the bear case with the bull case: Microsoft's distribution advantage across Microsoft 365, security, and developer tools, and the possibility that today's spend is strategic moat-building. If you want a clearer framework for reading cloud earnings, this video delivers. You'll learn what metrics to watch next quarter, how to interpret "capacity constraints" versus demand, and where AI monetization may show up first in pricing, usage, and margins.

Episoder(129)

Agentic AI Playbook Spam: Why "Proven" Agentic AI Frameworks and Strategies Are Not Working

Agentic AI Playbook Spam: Why "Proven" Agentic AI Frameworks and Strategies Are Not Working

In this video, David Linthicum breaks down the sudden explosion of "agentic AI" playbooks, frameworks, and branded platforms now pouring out of the consulting industry. Every big firm wants to look li...

22 Jan 19min

Big Tech Is PANICKING Over NAS

Big Tech Is PANICKING Over NAS

Network-attached storage (NAS) is a dedicated, always‑on storage device that connects to your home or office network and lets multiple users and devices store, share, and back up data to a central box...

19 Jan 9min

Big Cloud's Default Trap: How Apple, AWS, Google, and Microsoft Capture Your Data

Big Cloud's Default Trap: How Apple, AWS, Google, and Microsoft Capture Your Data

Big Tech says it's "backup," "sync," and "convenience"—but what happens when your computer quietly starts moving your personal files into the cloud by default? In this episode, David Linthicum breaks ...

15 Jan 17min

Why Serverless Is Just Lock-In with Better Branding

Why Serverless Is Just Lock-In with Better Branding

Serverless is marketed as "no servers, no ops, just code"—but that convenience hides a deeper tradeoff: long-term freedom. In this video, I break down how platforms like AWS Lambda, Google Cloud Funct...

12 Jan 8min

The AI Native Cloud Trap: How AWS, Azure & Google Lock You In

The AI Native Cloud Trap: How AWS, Azure & Google Lock You In

Cloud providers are quietly rebuilding their platforms around generative AI—and dragging you along for the ride. In this episode of Cloud Computing Insider, Dave breaks down how AWS, Azure, and Google...

5 Jan 13min

RIP Cloud Computing Centers of Excellence (CCoE)

RIP Cloud Computing Centers of Excellence (CCoE)

Cloud Centers of Excellence were supposed to save your cloud strategy—yet in most enterprises, they've become the single biggest bottleneck. In this video, David Linthicum takes a brutally honest look...

29 Des 202512min

Cloud News 2025: What Actually Mattered

Cloud News 2025: What Actually Mattered

In his "Cloud Computing Year in Review," David Linthicum offers a clear, opinionated look at how the cloud landscape has actually changed versus what was just hype. He situates these developments with...

26 Des 202511min

Somebody Is Lying About Agentic AI Adoption—and You're Paying for It

Somebody Is Lying About Agentic AI Adoption—and You're Paying for It

This video takes a hard look at the messy truth behind agentic AI in the enterprise — and why it feels like someone is lying to you. On one side, big tech vendors, cloud providers, and global consulta...

22 Des 202516min

Populært innen Politikk og nyheter

giver-og-gjengen-vg
aftenpodden
aftenpodden-usa
forklart
stopp-verden
popradet
det-store-bildet
nokon-ma-ga
fotballpodden-2
rss-gukild-johaug
dine-penger-pengeradet
lydartikler-fra-aftenposten
rss-ness
hanna-de-heldige
aftenbla-bla
rss-espen-lee-usensurert
rss-dannet-uten-piano
rss-penger-polser-og-politikk
frokostshowet-pa-p5
bt-dokumentar-2