Industry Insight: Is It Time To Rethink Cloud Economics?

In the last two years, the three leading public cloud service providers, AWS, Google and Microsoft did something that may compel us to reevaluate our assumptions about the business of cloud. From an IT service provider’s perspective, the argument for adopting a cloud delivery model is its significant cost structure (economic) scalability advantage over legacy IT managed service and hosting models. This tenet has sustained an almost unquestioned advocacy for public cloud as the ultimate digital service business model and the inevitable destination of enterprise IT and industrial workloads and applications.

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Lee: Is Nvidia Grace a sign of doubt?

Nvidia’s entry into the data center CPU game has been widely celebrated as a landmark move that poses an existential threat to Intel’s dominance in the data center. Accordingly, Nvidia’s stock jumped 5.62 percent upon the announcement while Intel’s dropped 4.18 percent. However, the advent of Project Grace feels like something else. It could suggest that Nvidia sees the writing on the wall and needs a hedge in the event that Nvidia’s $40 billion acquisition of Arm falls through.

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