Tag: cloud
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Google Cloud Revenue Estimates, 2026
With that context, the key point is that GCP is now a $42 billion IaaS/PaaS business in our 2026 estimate and is growing in the mid-40% range. That’s a big move from where it was in 2020, when GCP was a mid–single-digit-billion-dollar business by our model. Google is still well behind the two leaders in absolute dollars – AWS…
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You Can Feel It Coming – Software Defined Talk
This week, we discuss personal AI hype cycles, bottoms-up adoption, and “The Modern Stack” simplifying cloud. Plus, thoughts on new cars and the dogs that ride in them. See the traditional podcast listing for links and more.
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AI Is Normal Now – The Enterprise Is Not
Original Content Enterprise AI needs new apps, enterprise AI doesn’t need new platforms – I’ve been circling a theme this week after reading “AI as a Normal Technology” (Spring, 2025). This is some stream of conscious on it. Enterprises are gonna enterprise-y, especially with AI. Also available in LinkedIn, if you prefer that kind of…
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Large enterprises continue to run a hybrid model for the foreseeable future. After more than 15 years of cloud migration, just over 54% of production workloads have been moved to the public cloud.” IDC, November 2025 survey 🔗 Enterprises Continue to Leverage Both Private and Public Cloud as Data Grows
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Related to your interests, Saturday
Your Life is the Sum Total of 2,000 Mondays – “If your life is going to be 80% Mondays and their equivalents, the design specifications for Monday matter more than the design specifications for your vacation.” The State Of GenAI And Consumers For 2026 – As agentic AI ascends, companies are grappling with control –…
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Relevant to your interests, Wednesday
How the 1944 CIA Sabotage Manual Accidentally Became Your Software Acquisition Playbook – as always, have less meeting. Stellan Skarsgård: ‘Don’t try to be perfect. Tell your children: I’m sorry, I’m a piece of crap, but I love you’ – “I believe that art is important because it allows you to see the world through…
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This week’s Software Defined Talk: This week, we discuss the end of Cloud 1.0, AI agents fixing old apps, and Chainguard vs. Docker images. Plus, the mystery of Dutch broth is finally solved. I recommend the traditional podcast format.
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More of AWS’s all-in EU public cloud, write-up from Nick Patience: the ESC represents a total technical decoupling intended to satisfy the most cautious European customers and their regulators. By locating all data – including metadata, billing and identity management – entirely within the EU and staffed exclusively with EU residents (and eventually citizens), AWS…
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The curse of enterprise maturity
Enterprises have a habit of “professionalizing” consumer tech by adding control – security, compliance, cost management, approved architectures. All reasonable. And often exactly what kills the thing. Heroku and early cloud worked because they removed friction: no tickets, no permission, no approved stack. Developers could move fast, make local tradeoffs, and live with the consequences.…
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“The question that actually determines success is simpler—and almost never asked: Are we ready to operate a private cloud as a product for the next 3–5 years?” 🔗 Before You Build a Private Cloud, Ask This One Question
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As we continue to accelerate the pace of digital innovation across our global operations in an uncertain world, maintaining control over data locality and security is paramount,” said Daniele Tonella, Chief Technology Officer, ING. “VMware Cloud Foundation 9 will provide us with the unified, enterprise-grade private cloud platform necessary to achieve multi-region consistency, enhance workload…
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Make it so the robots can use your shit, or you might be irrelevant. At least, less so. Platforms, tools or frameworks that are hard for large language models (LLMs) and agents to use will start feeling less powerful and require more manual intervention. In contrast, tools that are simple for agents to integrate with…
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“If the people building the tech are terrified of it, maybe we should listen to their fears rather than their sales pitch.” Ten Blue Links, “Pop goes the bubble” edition
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The Europeans are not digging the American public cloud of late. “Europe is facing regulatory pressure, competition between countries, geopolitical tensions, and national security concerns-all focused on making sure Europe can develop and manage AI systems on its own, without depending on foreign platforms or providers,” said Lovelock. Leading to: IT spending in Europe is…
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IT spending in Europe will grow 11 percent next year to hit $1.4 trillion amid a desire for cloud sovereignty, according to Gartner. Up from $1.3t in 2025. Spending on GenAI models is set to grow 78 percent next year in Europe as organizations look to increase investment in AI, cloud, and cybersecurity. “61 percent…
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Google Cloud’s EU sovereign stuff, for AI
Digital sovereignty is not a future trend — it’s happening now. Whether you’re in defense, finance, healthcare, or the public sector, the time to act is today. Start by assessing your tech stack, exploring sovereign cloud options, and preparing for sovereign AI-driven transformation. Don’t wait for regulations to force your hand—embrace sovereignty as a competitive…
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When to stay public – Modeling staying in public cloud versus moving out of it. 🔗 Leaving the Cloud Isn’t for Everyone
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🤖 Old infrastructure considered not optimal, Forrester study
Legacy systems are creating measurable revenue drag, with 63% of surveyed companies citing efficiency losses. Early adopters of cloud-native infrastructure report 40% faster deployment cycles. Commissioned by Broadcom, based on June 2025 survey. 🔗 🤖 Forrester: Modernize or Fall Behind – Rethinking IT Infrastructure (October 2025) Citation: “Modernize Or Fall Behind: Rethinking IT Infrastructure For…
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Lots of AI private cloud, survey
As enterprises try to figure out the benefits of AI, they’re relying on lots of private cloud: Over half (53%) of enterprises say deploying new workloads to private cloud is among their top priorities over the next three years. 84% already run both traditional and cloud-native apps in private environments. 69% are considering repatriating workloads…
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Larry’s AI
Larry’s pitch for a full-stack, private cloud AI platform. And, here, you can see someone trying to explain more. 🔗 Ellison’s AI vision for Oracle – robot surgeons meet enterprise data reality
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