Infra Play #66: Q3’24 in cloud infrastructure software
While the software market has had a slow first half, in Q3’24 we are seeing an acceleration of cloud adoption, particularly when it comes to AI workloads.
Every quarter I do a deep dive on the latest earnings calls from the 3 cloud hyperscalers (AWS/Azure/GCP). While quarterly reviews are not necessary for most companies, in the context of cloud infras…