The Ledger
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Lemkin: Cloud hyperscaler spending growth is entirely driven by AI
“Look at how much acceleration the spend has been on Azure and Google cloud. This is all AI. This is all AI.”
Amazon and Azure's on-premise cloud offerings remain relatively subscale
“Every time that Amazon or Azure or others have launched these sort of on-prem versions of their clouds, these are all relatively subscale versus just the pure public cloud infrastructure benefits that, that, that customers are getting.”