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Comment by esseph

13 hours ago

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.