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265 | Breaking Analysis | Investors Cool on Cloud as CEOs Double Down
February 8, 2025
Dave Vellante
Co-Founder & Co-CEOSiliconANGLE Media, Inc.
Chief Analyst Dave Vellante from theCUBE Research looks at the latest the earnings reports of the big three cloud providers — AWS, Google Cloud and Microsoft— and the impact on investor sentiment in this week’s Breaking Analysis.
The discussion focuses on cloud infrastructure's challenges, with insights into how these giants are navigating current market demand and future opportunities, particularly in AI, Infrastructure as a Service and Platform as a Service.