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 (docs.google.com/document/d/15D3SiWUYuPMyqsochx3I91ZPruyo0zFQdM260iVzB0E/edit?usp=sharing)
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SHOW NOTES:
• Public cloud providers are missing the market with AI (www.infoworld.com/article/3815775/public-cloud-providers-are-missing-the-mark-with-ai.html) (David Linthicum, 2025)
• Why digital business needs bi-modal IT (www.gartner.com/smarterwithgartner/why-digital-business-needs-bimodal-it) (Gartner, 2015)
• Microsoft / Azure earnings (www.cnbc.com/2025/01/29/microsoft-msft-q2-earnings-report-2025.html) (Jan 2025)
• Alphabet / Google Cloud earnings (www.cnbc.com/2025/02/04/alphabet-q4-earnings-report-2024.html) (Feb 2024)
• Amazon / AWS earnings (www.cnbc.com/2025/02/06/amazon-amzn-q4-earnings-report-2024.html) (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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