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cloud platform

also referred to as: cloud platforms

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jan 17, 2019 by Nick Rockwell · across every show →

Everything said about cloud platform, oldest first

Jan 17, 2019 bullish
Prediction Not checkable as stated
Cloud competition will drive a tenfold increase in compute efficiency
“Provided there's sufficient competition between the cloud platforms, which I think there is, where it ought to drive, you know, a tenfold increase in efficiency and Compute, I would think, and you know, corresponding cost savings”
Nick Rockwell Jan 17, 2019 ▶ 22:00 Fireside Chat: Nick Rockwell, CTO of The New York Times (FirstMark's Data Driven NYC)
Jun 18, 2026 positive
Assertion Partly supported
Balaban: NVIDIA is the only chip provider in every major cloud
“They're the only server provider, the only chip provider that is available in every single major cloud platform, which is a huge platform advantage.”
Stephen Balaban Jun 18, 2026 ▶ 25:37 The GPU Myth: State of AI Compute 2026 | Stephen Balaban
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