How AWS, Microsoft & Google LOST AI

How AWS, Microsoft & Google LOST AI

The cloud computing arena is a whirlwind of innovation, with the market swelling to a massive $330 billion in 2024. This impressive growth spurt is largely fueled by the rise of generative AI, a technology that has captured the imaginations of businesses worldwide.

While giants like AWS, Microsoft Azure, and Google Cloud still hold court, a new breed of agile competitors is emerging, disrupting the established order. These smaller, nimbler players are laser-focused on delivering tailored solutions for the specific demands of AI workloads, attracting enterprises hungry for flexibility and cost-effectiveness.

The battle for cloud dominance is no longer solely about size and scale, but about agility, specialization, and a deep understanding of the evolving needs of AI-driven businesses. As the lines between the physical and digital worlds blur, the cloud is transforming into a dynamic battleground where innovation and adaptability are the keys to survival.

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RSAC 2026: The "Securing AI" Pivot Is Here (Agentic AI, MCP, Shadow AI)

RSAC 2026: The "Securing AI" Pivot Is Here (Agentic AI, MCP, Shadow AI)

RSAC 2026 is shaping up to be the year cybersecurity stops talking about "using AI" and starts obsessing over securing it. In this video, we break down the top conference trends emerging from early se...

13 Feb 36min

Why Google Cloud Platform is Behind, and What They Can Do About It.

Why Google Cloud Platform is Behind, and What They Can Do About It.

Google Cloud Platform (GCP) lags in third place among the top cloud providers, despite impressive financial growth, due to systemic challenges and fierce competition from Amazon Web Services (AWS) and...

12 Feb 9min

The Jig Is Up for Big Consulting: A 2026 Buyer's Guide for Cloud & AI Strategy

The Jig Is Up for Big Consulting: A 2026 Buyer's Guide for Cloud & AI Strategy

For years, big consulting firms have been selling "cloud and AI strategy" as if it were a product you can just buy off the shelf. In 2026, the jig is up. This video is your no‑nonsense buyer's guide t...

9 Feb 21min

Oracle's AI Data-Center Overbuild Could Break the Company

Oracle's AI Data-Center Overbuild Could Break the Company

Oracle is reportedly tied to roughly USD 56 billion in AI data-center financing, and Wall Street is treating it like a stress test, not a victory lap. In this video I break down why "build it and they...

7 Feb 14min

The Cloud Security Crisis No One Wants to Admit—61% Failure Rate

The Cloud Security Crisis No One Wants to Admit—61% Failure Rate

In this crucial video, cloud security leader David Linthicum exposes a troubling statistic: 61 percent of cloud security incidents are completely preventable. Drawing on the latest security research, ...

2 Feb 13min

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 sig...

1 Feb 15min

Why the Tech Industry Keeps Lying to Itself (and You)

Why the Tech Industry Keeps Lying to Itself (and You)

The tech industry is brilliant at building new things—and terrible at admitting when it gets them wrong. In this video, I break down why our predictions about cloud, AI, big data, blockchain, metavers...

26 Jan 22min

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

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