Aaron Delp and Brian Gracely discuss the possibility of another major cloud provider emerging as the economy changes and new application workloads begin to take shape. SHOW: 757CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT - "CLOUDCAST BASICS"SHOW SPONSORS:Find "Breaking Analysis Podcast with Dave Vellante" on Apple, Google and SpotifyKeep up to data with Enterprise Tech with theCUBEReduce the complexities of protecting your workloads and applications in a multi-cloud environment. Panoptica provides comprehensive cloud workload protection integrated with API security to protect the entire application lifecycle.  Learn more about Panoptica at panoptica.appSHOW NOTES:Microsoft hiring to build small reactors near data centersThe economic case for Generative AI (a16z)AWS invests (up to) $4B in AnthropicNVIDIA DGX CloudNVIDIA’s new computing model (Acquired podcast)Topic 1 - Do you remember back when AWS was starting to take off, and Simon Wardley used to talk about how IBM or HP or Cisco or EMC/VMware should have been the ones building the utility cloud services? Topic 2 - We’re now at a stage when all anyone can talk about is AI (Generative AI, LLMs, etc.) and GPUs. So which one is more powerful, the Models/Data or the Infrastructure?Topic 3 - Is it possible that NVIDIA could start building their own cloud? Do they potentially want to own a more vertical experience? Topic 4 - Obviously the buildout costs are enormous, but are they that much different from what the Big 3 are trying to do in retrofitting existing data centers, or hiring to build their own mini-Nuclear reactors?Topic 5 - Who could potentially be a partner to NVIDIA in building out this type of cloud in the near-term? (Equinix, national governments, cities-of-the-future, sovereign wealth funds, etc.)FEEDBACK?Email: show at the cloudcast dot netTwitter: @thecloudcastnet