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Ep. 33 The Great Cloud Miscalculation: How AWS, Azure & Google Missed the Agentic AI Revolution
February 15, 2025
David Linthicum
Principal Analyst theCUBE Research
David Linthicum, a renowned AI expert with theCUBE Research, explores the unexpected rise of agentic AI and the shifting dynamics in the cloud computing landscape. In this video, Linthicum analyzes the impact of AI agents not predominantly running on major cloud platforms. He examines the recent financial performances of Microsoft Azure, Google Cloud, and AWS, highlighting how smaller providers and sovereign clouds gain traction amid rising AI workloads.

Linthicum articulates the reasons behind the shift toward distributed AI deployments, where enter... Read more
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