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The Cloudcast

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The Cloudcast
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  • Things to be Thankful for
    As the Thanksgiving weekend passes, let's look at some technology things that we're thankful for and excited about. SHOW: 980SHOW TRANSCRIPT: The Cloudcast #980 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[Mailtrap] Try Mailtrap for free[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcastSHOW NOTESTHINGS TO BE THANKFUL FOR:Thankful for healthHappy Birthday to ChatGPTThe feature on an iPhone that remembers the code sent in an SMS messageRole playing, brain storming, scenario planning on ChatGPT/GeminiTools like Vercel that let non-programmers use AI to build apps (the future of PaaS)Tools like NotebookLM making complex stuff like LLM training, RAG patterns,  True competition in the cloud market as differentiation emergesThe beginnings of alternatives to NVIDIA in the AI HW Acceleration marketThe evolution of wearables like fitness trackers, or AirPods (better sound quality, noise cancelling, language translation, etc.) FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
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  • Time Series for Physical AI
    Evan Kaplan (@EvanKaplan, CEO @InfluxDB) talks about Physical AI and the evolving and emerging technologies required to bring AI to physical locations and activities. SHOW: 979SHOW TRANSCRIPT: The Cloudcast #979 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SPONSORS:[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[Mailtrap] Try Mailtrap for freeSHOW NOTES:InfluxData homepageEvan on The Cloudcast #394SpaceNews article on Time Series and AI in SpaceTime Series is critical to Physical AITopic 1 - Welcome back to the show, Evan. Give everyone a brief introduction.Topic 2 - We last spoke in 2019, and our goal with that show was to give everyone an introduction to time series databases. There’s a link in the show notes for those who want to go back and get a refresher. But, if folks aren’t up to speed, give everyone a quick definition of time series and its impacts in recent yearsTopic 3 - First, we need to discuss Physical AI. What is Physical AI, and how is it different from, say, GenAI or Agentic AI? It seems that AI in the mainstream equates LLMs with AI, but that isn’t correct. We are talking about deterministic AI, not probabilistic solutions. Can you explain to everyone the difference and why it matters?Topic 4 - Why is the concept of time series so crucial to Physical AI? Additionally, you provided a great analogy comparing time series data collection to low-resolution and high-resolution images. Can you explain to everyone why this is so important?Topic 5 - Let’s talk about some use cases. How and where does this intersection of Physical AI and time series impact organizations the most? Is this specific to certain industries (robotics, aerospace, IoT, etc.) or specific collection mechanisms (telemetry, sensor data, etc.)Topic 6 - Are we shifting with AI to a state that is less reactive and more proactive with an active intelligence?Topic 7 - What kind of demands do real-time, modern workflows and data streaming place on the infrastructure? When I think of time series, I think of real-time data, which means ultra-low latency and processing near the source, among other things. FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
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  • After NVIDIA's Latest Earnings
    Once again NVIDIA had a record earnings quarter (Q3FY26), but the strength of their on-going success will be dependent on many factors that may or may not be within their control. Let's explore those broader factors.SHOW: 978SHOW TRANSCRIPT: The Cloudcast #978 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[Mailtrap] Try Mailtrap for free[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.SHOW NOTES:NVIDIA Earnings (Q3FY2026 - November 2025)WHAT WILL BE THE NEW METRICS AND MILESTONES TO TRACK?Customer Revenues (e.g. CoreWeave, OpenAI)“Alternatives” Revenues (e.g. Google/TPUs, AMD, China, etc.)Customer Success Stories (%ROI, Business Differentiation, Business Acceleration)Growth of Data Centers (e.g. buildouts, zoning approvals, etc.)Electricity Buildouts (e.g. nuclear, coal, alternative, regulatory changes, municipality adoption)Accounting Deep-Dives into NVIDIA (not fraud, but days receivables, inventory buybacks, etc.)$500B in back orders (Oracle, Microsoft, OpenAI, GrokAI)FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
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  • Shadow AI
    SHOW: 977Rohan Sathe (@rssathe, CEO @NightfallAI) discusses the rise of Shadow AI, where employees unknowingly leak sensitive corporate data through generative AI tools like ChatGPT. SHOW TRANSCRIPT: The Cloudcast #977 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SPONSORS:[Mailtrap] Try Mailtrap for free[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcastSHOW NOTES:Sunday Perspective touches on Shadow AINightfall websiteTopic 1 - Welcome to the show, Rohan. Give everyone a brief introduction, including your time at Uber Eats.Topic 2 - How do you define Shadow AI? We hear Shadow AI compared to Shadow IT back at the start of cloud. However, this looks different because everyone's learning curve is much smaller. For Shadow IT to happen, you had to know IT (servers, storage, etc.). Is this the correct way to think about the problem?Topic 3 - How big is the Shadow AI problem today?Topic 4 - Normally, data leaks would be discovered by traditional DLP (data loss prevention) tools. In my experience, those tools have been cumbersome and clunky, and you often face the classic trade-off between user productivity and security, as well as the need to lock down access. How has this mindset evolved in the era of AI? Topic 5 - What happens when AI-powered attacks meet AI-powered defense?Topic 6 - Let's talk about the technical architecture. How does Nightfall actually work across SaaS apps, endpoints, browsers, and AI tools?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
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  • Rational and Irrational AI numbers
    Is the current level of AI funding and investment rational or irrational? Is it possible that it’s both at the same time? Let’s look at some numbers and the thought process behind them.SHOW: 976SHOW TRANSCRIPT: The Cloudcast #976 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.SHOW NOTES:A whole bunch of AI-related statsSam Altman on BG2 podcastDO WE HAVE ANY IDEA HOW TO MEASURE THE IMPACT OF AI?How much is one model better than another (e.g. Gemini vs. CoPilot)?How much improvement should a software developer get?How much improvement should a knowledge worker get?How much cost savings should a chatbot provide?How long should it take to make a model understand a company’s data?How many workers can a company displace with AI?OpenAI in 2030 - 26 gigawatts could power between 3.7 million to 17.3 million modern GPU serversOpenAI in 2035 - 50 gigawatts could power between 37 million to 173 million modern GPU serversFEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
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Sobre The Cloudcast

The Cloudcast (@cloudcastpod) is the industry's #1 Cloud Computing podcast, and the place where Cloud meets AI. Co-hosts Aaron Delp (@aarondelp) & Brian Gracely (@bgracely) speak with technology and business leaders that are shaping the future of business. Topics will include Cloud Computing | AI | AGI | ChatGPT | Open Source | AWS | Azure | GCP | Platform Engineering | DevOps | Big Data | ML | Security | Kubernetes | AppDev | SaaS | PaaS .
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