Comment by esseph
19 hours ago
I have news for you. A lot of enterprises are moving a lot of workloads back on prem and are expanding their datacenters and on prem GPU compute. Also replacing a lot of SaaS with internal tooling.
19 hours ago
I have news for you. A lot of enterprises are moving a lot of workloads back on prem and are expanding their datacenters and on prem GPU compute. Also replacing a lot of SaaS with internal tooling.
If you look at the numbers for revenue at the hyperscalers right now this move doesnt seem significant.
It is absolutely cutting into their growth. And EU migration off is also a hot area.
AWS Q3 year on year growth was 39%, which is the highest it has been for a long time, so are you sure its significant?
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