David Linthicum was right. Last fall, he predicted that public cloud providers like Microsoft, AWS, and Google would struggle to fully capitalize on the AI boom – and looking at the market today, it’s clear his concerns were spot on. Public clouds, designed for general-purpose workloads, aren’t built for the specialized, resource-intensive demands of AI. This has left enterprises frustrated with skyrocketing costs and unpredictable scalability, pushing many to explore alternatives like private clouds, colocation, and microclouds.
David pointed out that public cloud providers were too focused on locking enterprises into their ecosystems, instead of addressing the flexibility and cost-efficiency that AI workloads require. His analysis has been validated by Microsoft’s latest earnings, which showed slowing Azure growth despite AI contributing more than ever, alongside rising competition from cost-effective players like DeepSeek. Enterprises are moving toward hybrid strategies, proving David’s prediction was more than just speculation – it was right.
Bio
With over 30 years of experience in enterprise technology, David Linthicum is a globally recognized thought leader, innovator, and influencer in cloud computing, AI, and cybersecurity. He authorizes over 17 best-selling books, over 7,000 articles, and 50 courses on LinkedIn Learning. He is also a frequent keynote speaker, podcast host, and media contributor on digital transformation, cloud architecture, AI, and cloud security topics.
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