Comment by justincormack
17 hours ago
If you look at the numbers for revenue at the hyperscalers right now this move doesnt seem significant.
17 hours ago
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?
Yeah
https://www.broadcom.com/company/news/articles/cloud/as-ai-w...
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Half of all enterprises, 50%, have already repatriated workloads from public cloud to private environments, up from 35% in 2025. The breadth of what they are bringing back, and the reasons behind it, have both increased considerably.
Workloads with high security or compliance requirements remain the top category at 51%, unchanged year over year. But the categories moving up fastest tell a broader story. Business-critical workloads surged from 36% to 47%, an 11-point jump. AI or generative AI workloads, which were barely on the repatriation radar in 2025, are now being repatriated or considered by 43% of enterprises.
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https://unitedlayer.com/cloud-repatriation-private-hybrid-cl...
Noted that GEICO cut $600mil in cloud spend.