About this episode
Aaron and Brian make some bold predictions for the 2026 Cloud and AI markets, as well as reviewing the biggest issues going into 2026. SHOW: 989SHOW TRANSCRIPT: The Cloudcast #989 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTES:CLOUD & AI NEWS OF THE MONTH - NOV 2025 (show)CLOUD & AI NEWS OF THE MONTH - OCT 2025 (show)CLOUD & AI NEWS OF THE MONTH - SEPT 2025 (show)CLOUD & AI NEWS OF THE MONTH - AUG 2025 (show)CLOUD & AI NEWS OF THE MONTH - JUL 2025 (show)CLOUD & AI NEWS OF THE MONTH - JUN 2025 (show)CLOUD & AI NEWS OF THE MONTH - MAY 2025 (show)CLOUD & AI NEWS OF THE MONTH - APR 2025 (show)CLOUD & AI NEWS OF THE MONTH - MAR 2025 (show)2026 CLOUD + AI PREDICTIONS (AND BIG ISSUES TO REVIEW)OpenAI Revenues and Focus AreasNVIDIA customer profitabilityCompanies moving to GOOG TPUsEnterprise success beyond CoPilot/GeminiEnterprise data+model trainabilityEnterprise price hikesBroadcom, AMD, Groq - alternative HW optionsData Center buildoutsDoes AI spending shiftWhat is Agentic AI?Long term spending + short term refocusesPREDICTIONS:At least one big AI IPO in 2026, and it won’t go well. (Aaron says Anthropic)People will question whether Sam Altman is the right person to lead OpenAIAI will be a central issue in the 2026 US elections, either about job losses or electricity pricesOne major LPU/TPU/dedicated inference chip will break through in 2026Azure will be the Number One Cloud… (Aaron has to keep it going)We will start to see a shift in the Enterprise
