AI and Cloud Technology Innovations

AI is driving a significant increase in cloud infrastructure spending, particularly compute and storage for cloud deployments. This trend leads to a shift towards high-capacity, GPU-heavy servers favored by hyperscalers, resulting in fewer shipped units. AI is the primary driver behind this surge, influencing the market dynamics and trends toward purpose-built hardware infrastructure tailored for AI-centric workloads. As a result, there may be challenges for rank-and-file IT leads in budgeting for AI capabilities, potentially neglecting traditional cloud services. Enterprises that have invested in cloud computing may face challenges as the market trends towards AI-centric infrastructure, leading to potential price fluctuations in equipment and cloud services. Strategic adaptation will be crucial for enterprises to optimize their investments and technology deployments amidst the evolving landscape of AI-driven cloud infrastructure. Check out my @InfoWorld blog on Friday, where I take this apart for you.

Bessemer Venture Partners just released their State of the Cloud 2024 report. Here are the five top AI trends driving the most significant changes across technology and their predictions for what to expect by 2030. [1] Big Tech's new battle-of-the-century is for control of foundation models. • 90% of private GenAI funding came from corporate VCs, like Microsoft, Google, etc. 🔮 Prediction: The winners will reign supreme within cloud & compute markets. [2] AI is turning us into 10X developers. • Code copilots were widely adopted in 2023 and we're already seeing developments that suggest end-to-end automation could be arriving soon. 🔮 Prediction: Software developers will look more like software reviewers. Cost of development will fall. The average age of tech founders will fall. [3] Multimodal models (like voice, image, and video) and AI agents will transform human relationships with software. • Giving AI the equivalent of vision, hearing, and speech, opens the door for AI to impact work that requires these senses. 🔮 Prediction: In the next five years, Voice AI apps alone will unlock $10B of new software TAM. [4] Vertical AI could dwarf legacy vertical SaaS with new applications and business models. • Within every industry vertical, repetitive language tasks represent a significant share of activity. The Business & Professional Services industry is 10X the size of the software industry and is an example of this. 🔮 Prediction: Vertical AI's market cap will be at least 10X the size of legacy Vertical SaaS. The first Vertical AI IPO will occur in the next three years. [5] AI brings Consumer Cloud back from the dead. • Consumer cloud unicorns have historically been built after major tech shifts (i.g. mobile). Last month, OpenAI had more site visits than Reddit (2.5B vs 2.4B) 🔮 Prediction: By 2030 the top three businesses dominating the Attention Economy will be based on AI-generated content. Great takes from Lindsey Li and Bessemer team. Link to full report in comments.

With over 20+ years in the IT industry, I've seen cloud computing evolve from the ground up.  And here are 8 modern data technologies that are already improving cloud computing and will continue to evolve in 2024! 📌 Edge Computing: Witness the continued rise of edge computing, pushing data processing closer to the source for faster responses and reduced latency. 📌 AI Integration: Expect deeper integration of Artificial Intelligence (AI) into cloud services, enabling smarter and more automated decision-making processes. 📌 Quantum Computing: Keep an eye on advancements in quantum computing, offering immense potential for solving complex problems and enhancing cloud capabilities. 📌 Multi-cloud: The trend towards using multiple cloud providers continues, fostering greater flexibility, resilience, and optimization in resource utilization. 📌 Security Focus: Heightened emphasis on enhancing cloud security measures, including zero-trust frameworks and advanced encryption protocols to combat evolving cyber threats. 📌 Sustainable Cloud Solutions: Increasing focus on eco-friendly practices in cloud infrastructure to minimize environmental impact and promote sustainability. 📌 Hybrid Workforce Enablement: Cloud solutions facilitate seamless collaboration and productivity for hybrid work models, emphasizing remote work and flexibility. 📌 Industry-Specific Cloud Solutions: Tailored cloud offerings catering to specific industries, leveraging specialized tools and compliance requirements for enhanced performance. What is your take on these emerging technology trends? #techtrends2024 #cloudcomputing #cloud #techcommunity

Over the next 4 days, I’ll share my 4 biggest tech industry takeaways heading into 2024. The purpose of this exercise is to: 1. Unpack 2023’s biggest milestones (and explore what developers can learn from them) 2. Stay ahead of emerging trends in 2024 3. Predict which developer skills will be most in-demand in the coming months and years 🔮 Here’s takeaway #1: Cloud computing needs an overhaul ☁️ This year, we witnessed significant changes in cloud computing, driven by the rapid advancement of AI. Traditional cloud infrastructure, primarily based on CPU chips, is struggling to keep up with the demands of AI models. Companies like Microsoft, Amazon, and Google are rapidly adapting, transitioning to GPU-enabled servers and advanced AI processors. These developments have had huge ripple effects across the tech industry. But what does this mean for developers? AI is the new norm, reshaping best practices in cloud application development. Data management and security are becoming paramount, and we need developers with strong cloud skills to help drive this transformation. Here at Educative, we've seen this trend play out over the past year as many learners have taken advantage of our new immersive learning tool: Cloud Labs. With Cloud Labs, developers can get hands-on experience with AWS services — without any downloads, configuration, or cleanup. Though there are over 110 labs up on the platform today, here are a few of our most popular Cloud Labs in 2023: 🔹 Understanding Cloud Computing Essentials – Zero to Hero 🔹 Deploying a Machine Learning Model with Amazon SageMaker 🔹 Speech Synthesis Using Amazon Polly 🔹 Automating Data Processing with AWS Glue DataBrew If you are interested in adding cloud skills to your toolkit in the new year, Cloud Labs are a great place to start. >> https://educat.tv/41G6gBz #Cloud #AI #techcareer

Just published with Lee Sustar: The Rise of #AI Cloud - https://lnkd.in/em7cmqRh "AI is your job (IT Ops) now too — another silo to bust. AI and cloud strategies can no longer live apart. It is imperative that cloud AI services and workloads are embedded in mainstream cloud operations. This means renewing the cloud operating model, adding in the AI capabilities required (i.e., activities, competencies, underlying technologies), fine-tuning operating unit structures, adjusting governance, and defining AI’s role in their broader cloud strategy and vision.