Desai: Large Paris Enterprise Refuses Public Cloud Over French Sovereignty Rules
“Yesterday I was with a customer, and they said, hey, I just want to tell you, we are not, and it's a large customer based in Paris, we are not going to move our workloads to public cloud. We are going to run it on-prem. Data sovereignty is highest priority. Fr…”
Krishna: IBM missed the public cloud and client-server waves
“I would say public cloud is one of them, candidly, that we missed. I would actually turn around and say, despite inventing the IBM PC, client server was another one that we missed.”
Jain: Public cloud adoption is over 90% penetrated for large enterprises
“Public cloud is 90% plus penetrated for large enterprises.”
Kumar: Public cloud backup requires fundamentally different architecture than on-prem
“And the scale and the architecture needed to go and, you know, provide backup and cyber resilience for them was very different than an architecture needed to go backup, you know, on-prem or even backup SaaS applications, right?”
Coogan: Meta is disadvantaged in AI without a public cloud platform
“It is a tough position to be in because they don't have a, like, a public cloud. They don't have a cloud service, even though they are a hyperscaler.”
Capital One operates entirely on public cloud infrastructure
“We're the first company first bank that went all in on the cloud. We're entirely on the public cloud.”
Truell: Public cloud providers are figuring out extreme scale on the fly
“You think of these public clouds as they have it all together but really it's a very small set of customers for the highest, highest level of scale, and they're figuring it out on the fly.”
Public cloud's success relied as much on commerce as open source
“And that actually was one of the big things, like, you know, in consumption, you've got to really respect commerce and the way you meter and bill and invoice every month and all this stuff was, I think public cloud was as much about commerce as it was about op…”
Legacy on-premises hardware storage products cannot run natively in the cloud
“None of these products that run very well on, on premises are going to run well on, on the public cloud.”
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…”
Slootman: A data cloud cannot exist on a single public cloud platform
“We don't think, you know, you can have a data cloud in a single public, on a single public cloud platform. By definition, you can't, right?”
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…”
Levine: On-premise datacenters will disappear in favor of cloud models
“I think that the economics and the way that data centers are going to be built is going to drive everyone to private or public clouds, and the notion of the on-prem data center starts to disappear.”
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.”
Golan: Private cloud becomes far cheaper for SaaS companies at scale
“Where a SaaS company at a certain time, at a certain stage, understand that a private cloud or hosting is far more economical than a shared infrastructure of a public cloud.”
Muglia: Public cloud is the only viable answer for enterprise IT
“And while that's an interesting question to ask, and a lot of people are looking at private clouds and how they can implement them, the reality for almost every company and everybody is, is that the public cloud is the only viable answer for most companies.”
Drew Bansal predicts enterprises will put sensitive data in cloud by 2022
“I can see a world in which 10 years from now those are also ok.”