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.

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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 Dec 202516min

Inside the Mind of a Cloud Hero: Sebastian's Strategic Repatriation

Inside the Mind of a Cloud Hero: Sebastian's Strategic Repatriation

In this compelling video conversation, David Linthicum sits down with Sebastian Mondragon, CEO of Particula Tech, to explore the practical journey of repatriating enterprise workloads from public clou...

18 Dec 202514min

Ask Linthicum: No-Bull Cloud Q&A

Ask Linthicum: No-Bull Cloud Q&A

Step into the heart of cloud computing as industry legend David Linthicum takes the hot seat on a special Q&A episode of The Cloud Computing Insider podcast. In this no-holds-barred session, David pul...

15 Dec 202517min

The Great GPU Scam: Why Your Cloud AI Budget Is Getting Robbed

The Great GPU Scam: Why Your Cloud AI Budget Is Getting Robbed

Aggressively pursuing GPU adoption—whether in the cloud or on-premises—often leads organizations straight into costly traps. A surprising amount of infrastructure is chronically overprovisioned, with ...

8 Dec 202521min

AWS AI Agents: Innovation or Just Keynote Theater?

AWS AI Agents: Innovation or Just Keynote Theater?

In this video, I'm going to unpack what I see as the bad side of AWS's latest AI push at re:Invent—specifically around agents and mega‑scale infrastructure.   You'll hear a lot of polished narratives ...

5 Dec 202525min

If I Only Knew This When I Started: 7 Strategic Moves for Cloud Newbies

If I Only Knew This When I Started: 7 Strategic Moves for Cloud Newbies

Cloud computing has transformed the technology landscape, turning from a buzzword into a strategic necessity across industries. Yet, for those just beginning their careers—or even seasoned professiona...

1 Dec 202512min

They're Coming for Your VPN: Michigan's Insane Anti-Cloud Law

They're Coming for Your VPN: Michigan's Insane Anti-Cloud Law

Michigan isn't just flirting with bad tech policy—it's toying with breaking the basic security plumbing of the modern internet. Wrapped in "protect the children" branding, new proposals in Lansing wou...

26 Nov 202511min

Unlocking the Power of the Cloud: How Governance and AI Rewrite the Rules of Business

Unlocking the Power of the Cloud: How Governance and AI Rewrite the Rules of Business

Step into the boardroom of the future. In this special episode, authors Meredith Stein and David Linthicum sit down to unpack their groundbreaking new book, Unlocking the Power of the Cloud: Governanc...

20 Nov 202533min

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