Diamond Member Pelican Press 0 Posted February 7, 2025 Diamond Member Share Posted February 7, 2025 This is the hidden content, please Sign In or Sign Up Big Tech’s cloud spend is not just for AI, analyst explains Creative Strategies CEO and principal analyst Ben Bajarin joins Asking for a Trend to discuss the increased artificial intelligence (AI) capital expenditure investments across tech giants, particularly in their cloud businesses. Bajarin notes that while AI drives “part of” the increased spending on the cloud, “we forget that there is a lot of general-purpose cloud that is still out there.” He emphasizes that traditional cloud services continue to show strength as companies work to transition enterprises to cloud platforms. Regarding AI spending, Bajarin explains that much of the growth comes from organizations training and deploying pilot projects, but “they’re deploying those to a small fraction of their enterprise.” Bajarin points out that AI cloud projects are still in the early stages, and he expects to see outperformance trends emerging in the second half of 2025. To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend here. This post was written by This is the hidden content, please Sign In or Sign Up This is the hidden content, please Sign In or Sign Up #Big #Techs #cloud #spend #analyst #explains This is the hidden content, please Sign In or Sign Up This is the hidden content, please Sign In or Sign Up 0 Quote Link to comment https://hopzone.eu/forums/topic/211730-big-tech%E2%80%99s-cloud-spend-is-not-just-for-ai-analyst-explains/ Share on other sites More sharing options...
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