Summary
At the end of each year, we grade our cloud predictions. We use this report to hold us accountable and assess each prediction against what actually happened. In 2025, economic volatility, genAI, and tariffs dominated the tech market. Cloud providers made massive bets on AI data centers and infrastructure build-outs to support genAI workloads. Neoclouds used VC support, open-source AI projects, and NVIDIA chips to snatch premium enterprise end users. Still, the AI craze has left doubts on whether these investments are ahead of their time. This report outlines which 2025 predictions we got right, wrong, or somewhere in between.
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