public cloud
also referred to as: public clouds
5 statements across 5 episodes · 2 bullish · 2 bearish · 5 people on the record · first statement Jul 15, 2017 by Martín Casado · across every show →
Everything said about public cloud, oldest first
Jul 15, 2017 neutral
Casado: Cloud and SaaS represent only 6% of global IT spending
“Cloud, if you look at it is something like if you take SAS and public cloud is maybe, you know, 220 to two hundred and forty billion dollar market. So relative to the four trillion dollar market, we're only about six percent of the way there.”
Jan 2, 2019 bearish
Jan 2, 2019 bullish
Paula Long: SMBs will predominantly adopt hybrid architectures spanning metro and public clouds
“In fact, I think metro clouds for the small and medium businesses are gonna be, those are, tend to be local cloud I mean, a service provider's providing On and off-prem services for their customers. I think that's the way most sites will go. Where some will be…”
Jul 23, 2024 bullish
Mark Casey: Capital Group is buying AI choke points across chips, clouds, and models
“And then what I'm mostly looking for, where are the choke points right now? And there's a bunch. It's semiconductors and semiconductor capital equipment. There's only a handful of companies that are good at that. There's only three big public clouds. There's o…”