AI Growth Driving Cloud Provider Investment || Tech Field Day News Rundown: May 7, 2025

AI Growth Driving Cloud Provider Investment || Tech Field Day News Rundown: May 7, 2025

Author: Tech Field Day May 7, 2025 Duration: 23:00

The demand for AI services is driving more growth in public cloud platforms, Amazon, Microsoft, and Google have all continued investment in the public cloud platforms to keep up with generative AI. Andy Jassy highlighted triple-digit growth in AI revenues, Microsoft has committed to 40% more capacity in Europe, and Google is investing $17 Billion in cloud infrastructure.

Time Stamps:

  • 0:00 - Welcome to the Tech Field Day News Rundown
  • 1:13 - Amazon Internet from Space in 2026
  • 3:07 - Palo Alto Networks buys Protect AI
  • 5:44 - Forescout and NVIDIA Team Up for Operational Technology
  • 8:29 - Cloud Costs are Higher than Expected, Value to the Business is Even Higher
  • 11:24 - Chatbots aren't Giving Good Health Advice
  • 14:18 - Huawei AI chips to take on NVIDIA and beat US controls
  • 17:13 - AI Growth Driving Cloud Provider Investment
  • 21:27 - The Weeks Ahead
  • 22:21 - Thanks for Watching

Hosts:

Tom Hollingsworth: https://www.linkedin.com/in/networkingnerd/

Stephen Foskett: https://www.linkedin.com/in/sfoskett/

Alastair Cooke: https://www.linkedin.com/in/alastaircooke/

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Every Friday, Tom Hollingsworth, Alastair Cooke, and Stephen Foskett gather to sort through the constant stream of announcements, mergers, and debates that define the information technology landscape. Their Tech Field Day News Rundown isn't just a headline recap; it's a conversational dissection where industry veterans apply decades of hands-on experience to separate genuine innovation from mere hype. You'll hear them debate the practical implications of a new chip architecture, unpack the real cost of a cloud service change, or trace how a security flaw might ripple through enterprise networks. The discussion is grounded, often witty, and always aimed at the professionals who build and maintain the systems we all rely on. This weekly podcast from Tech Field Day provides the essential context behind the news, turning a simple rundown into a valuable tool for understanding where technology is truly headed. It’s like sitting in on a Friday afternoon debrief with colleagues who’ve seen it all, making the complex world of IT feel a bit more manageable and a lot more interesting.
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