The Reasoning Show The 2025 State of Cloud in Review
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Dec 17, 2025 In a thrilling recap of 2025, key highlights include GCP's impressive comeback and Oracle's unexpected success in AI deals. Discussions on data sovereignty reveal its prominence this year, while the impact of outages and resilience tradeoffs are examined. The rise of NeoClouds brings a fresh perspective on AI-driven GPU farms, prompting predictions of consolidation ahead. Notably, debates over cloud strategies come to a head, with bold rankings and forecasts for AWS, Azure, and GCP's future roles in the cloud landscape.
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NeoClouds Are AI-Focused GPU Players
- NeoClouds (GPU-focused providers) are better described as AI clouds or GPU-as-a-service operators.
- They lack hyperscaler scale and often rely on colocation rather than owning infrastructure.
NeoCloud Consolidation Is Likely
- NeoClouds face likely consolidation as GPU supply limits and economic pressures bite in 2026.
- Hosts doubted any NeoCloud will become the next hyperscaler.
Intel May Have Missed Major Paradigm Shifts
- Intel's strategic bet on data-center CPUs over mobile may be seen as a pivotal long-term error.
- Hardware timelines require decade-scale planning, and missing paradigm shifts has lasting impact.