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After NVIDIA's Latest Earnings
Once again NVIDIA had a record earnings quarter (Q3FY26), but the strength of their on-going success will be dependent on many factors that may or may not be within their control. Let's explore those broader factors.SHOW: 978SHOW TRANSCRIPT: The Cloudcast #978 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[Mailtrap] Try Mailtrap for free[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.SHOW NOTES:NVIDIA Earnings (Q3FY2026 - November 2025)WHAT WILL BE THE NEW METRICS AND MILESTONES TO TRACK?Customer Revenues (e.g. CoreWeave, OpenAI)“Alternatives” Revenues (e.g. Google/TPUs, AMD, China, etc.)Customer Success Stories (%ROI, Business Differentiation, Business Acceleration)Growth of Data Centers (e.g. buildouts, zoning approvals, etc.)Electricity Buildouts (e.g. nuclear, coal, alternative, regulatory changes, municipality adoption)Accounting Deep-Dives into NVIDIA (not fraud, but days receivables, inventory buybacks, etc.)$500B in back orders (Oracle, Microsoft, OpenAI, GrokAI)FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
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Shadow AI
SHOW: 977Rohan Sathe (@rssathe, CEO @NightfallAI) discusses the rise of Shadow AI, where employees unknowingly leak sensitive corporate data through generative AI tools like ChatGPT. SHOW TRANSCRIPT: The Cloudcast #977 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SPONSORS:[Mailtrap] Try Mailtrap for free[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcastSHOW NOTES:Sunday Perspective touches on Shadow AINightfall websiteTopic 1 - Welcome to the show, Rohan. Give everyone a brief introduction, including your time at Uber Eats.Topic 2 - How do you define Shadow AI? We hear Shadow AI compared to Shadow IT back at the start of cloud. However, this looks different because everyone's learning curve is much smaller. For Shadow IT to happen, you had to know IT (servers, storage, etc.). Is this the correct way to think about the problem?Topic 3 - How big is the Shadow AI problem today?Topic 4 - Normally, data leaks would be discovered by traditional DLP (data loss prevention) tools. In my experience, those tools have been cumbersome and clunky, and you often face the classic trade-off between user productivity and security, as well as the need to lock down access. How has this mindset evolved in the era of AI? Topic 5 - What happens when AI-powered attacks meet AI-powered defense?Topic 6 - Let's talk about the technical architecture. How does Nightfall actually work across SaaS apps, endpoints, browsers, and AI tools?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
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Rational and Irrational AI numbers
Is the current level of AI funding and investment rational or irrational? Is it possible that it’s both at the same time? Let’s look at some numbers and the thought process behind them.SHOW: 976SHOW TRANSCRIPT: The Cloudcast #976 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.SHOW NOTES:A whole bunch of AI-related statsSam Altman on BG2 podcastDO WE HAVE ANY IDEA HOW TO MEASURE THE IMPACT OF AI?How much is one model better than another (e.g. Gemini vs. CoPilot)?How much improvement should a software developer get?How much improvement should a knowledge worker get?How much cost savings should a chatbot provide?How long should it take to make a model understand a company’s data?How many workers can a company displace with AI?OpenAI in 2030 - 26 gigawatts could power between 3.7 million to 17.3 million modern GPU serversOpenAI in 2035 - 50 gigawatts could power between 37 million to 173 million modern GPU serversFEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
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2025 State of APIs
James Higginbotham (@launchany) discusses the evolution of API usage across developers, modern applications and APIs. SHOW: 975SHOW TRANSCRIPT: The Cloudcast #975 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SPONSORS:[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcastSHOW NOTES:LaunchAny websiteapicoach.io (note)Lessons learned after a decade of API StrategyLatest book: “Principles of Web API Design: Delivering Value with APIs and Microservices (Addison-Wesley under the Vaughn Vernon signature series)Upcoming report on AI-Assisted API DesignJames on The Cloudcast #153James on The Cloudcast #435Topic 1 - Welcome back to the show James. It’s hard to believe it’s been 11 years since we last spoke on the show! Give everyone a brief introduction.Topic 2 - To say we’ve come a long way with APIs as an industry is an understatement. But let’s set the table for everyone. In your interactions with Enterprise customers, what trends or standards are currently top of mind? Topic 3 - You wrote an article (link in show notes) titled Lessons after a Decade of API Strategy. What struck me from the article was the combination of technology, business, and even culture, all of which have to come together. When talking to Enterprises these days, have we moved past understanding what APIs are and straight to solving problems with APIs?Topic 4 - What are the most common use cases you see today? API transformation? API sprawl and consolidation/documentation? Integration of SaaS/3rd party services?Topic 5 - No conversation would be complete without a discussion about AI and AI’s impact on API’s. I view this in several different ways. AI is creating APIs, and AI is being consumed through APIs. How do you think about AI and its impact? What’s changed and what has stayed the same?Topic 6 - Second aspect to the AI topic, where and how does security fit into this intersection of AI and APIs?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
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All the new AI stuff all at once
In the history of technology era changes, things tend to change slowly at first, and then quickly all at once. We’ve now reached the beginning of the all-at-once era of AI change. SHOW: 974SHOW TRANSCRIPT: The Cloudcast #974 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.SHOW NOTES:The Benefit of Bubbles (Stratechery)Cube Research - Energy needs of AIAre we building AI for Progress or Power? (Prof G Markets)Amazon earnings call (Oct 2025) transcriptMicrosoft Azure earnings call (Oct 2025) transcriptWHAT WAS THE LEADING AI TREND FOR EACH YEAR?2022 - What is ChatGPT2023 - What can GenAI do? (Jobs, Skills, etc.)2024 - Alternatives to OpenAI and NVIDIA, Where is Google?, Where is AWS?2025 - Open source in AI, AI Regulations, AI Partnerships, Deep Seek, AI Agents, AI Funding, AI Power Challenges, AI Gov’t Involvement2026 - ???FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
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