『316: Microsoft’s New AI Agent Has Trust Issues (With Software)』のカバーアート

316: Microsoft’s New AI Agent Has Trust Issues (With Software)

316: Microsoft’s New AI Agent Has Trust Issues (With Software)

無料で聴く

ポッドキャストの詳細を見る

このコンテンツについて

 Welcome to episode 316 of The Cloud Pod, where the forecast is always cloudy! This week we’ve got earnings (with sound effects, obviously) as well as news from DeepSeek, DocumentDB, DigitalOcean, and a bunch of GPU news. Justin and Matt are here to lead you through all of it, so let’s get started! Titles we almost went with this week: Lake Sentinel: The Security Data Monster Nobody Asked ForCertificate Authority Issues: When Your Free Lunch Gets a Security AuditSlash and Learn: Gemini Gets Command-ingDigitalOcean Drops Anchor in AI Waters with Gradient PlatformThe Three Stages of Azure Grief: Development, Preview, and LaunchE for Enormous: Azure’s New VM Sizes Are Anything But VirtualSRE You Later: Azure’s AI Agent Takes Over Your On-Call DutiesSite Reliability Engineer? More Like AI Reliability EngineerAzure Disks Get Elastic WaistbandsAgent Smith Would Be Proud: Google’s Multi-Agent Matrix Gets RealC4 Yourself: Google Explodes Into GA with Intel’s Latest SiliconThe Cost is Right: GCP EditionPenny for Your Cloud Thoughts: Google’s Budget-Friendly UpdateDocumentDB Goes on a Diet: Now Available in Serverless SizeMongoDB Compatibility Gets the AWS Serverless TreatmentNo Server? No Problem: DocumentDB Joins the Serverless PartyStream Big or Go Home: Lambda’s 10x Payload BoostLambda Response Streaming: Because Size MattersGPT Goes Open Source ShoppingGPT’s Open Source AwakeningWhen Your Antivirus Needs an Antivirus: Enter Project IreThe Opus Among Us: Anthropic’s Coding Assistant Gets an UpgradeServerless is becoming serverful in streaming responses General News 02:08 It’s Earnings Time! (INSERT AWESOME SOUND EFFECTS HERE) 02:16 Alphabet beats earnings expectations, raises spending forecast Google Cloud revenue hit $13.62 billion, up 32% year-over-year, with OpenAI now using Google’s infrastructure for ChatGPT, signaling growing enterprise confidence in Google’s AI infrastructure capabilities.Alphabet is raising its 2025 capital expenditure forecast from $75 billion to $85 billion, driven by cloud and AI demand, with plans to increase spending further in 2026 as it competes for AI workloads.AI Overviews now serves 2 billion monthly users across 200+ countries, while the Gemini app reached 450 million monthly active users, demonstrating Google’s scale in deploying AI services globally.The $10 billion increase in planned capital spending reflects the infrastructure arms race among cloud providers to capture AI workloads, which require significant compute and specialized hardware investments.Google’s cloud growth rate of 32% outpaces its overall revenue growth of 14%, indicating the strategic importance of cloud services as traditional search and advertising face increased AI competition. 03:55 Justin – “I don’t know what it takes to actually run one of these large models at like ultimate scale that like a ChatGPT needs or Anthropic, but I have to imagine it’s just thousands and thousands of GPUs just working nonstop.” 04:31 Microsoft (MSFT) Q4 earnings report 2025 Microsoft reported Q4 fiscal 2025 earnings with revenue of $76.44 billion, up 18% year-ove... Chapters (00:00:00) - Azure: Why Microsoft's New AI Agent Won't Work(00:01:17) - Earnings season(00:01:43) - Google Cloud Revenue Up 32%, Capital Spending Forecast Up(00:03:51) - Microsoft Reports Strong Cloud Growth, AI Investment(00:05:51) - Amazon's AI, Cloud Growth(00:10:24) - Google's DeepThink AI for Complex Reasoning(00:13:13) - OpenAI releases new GPT OSS120B and OSS(00:15:32) - Microsoft's AI-enabled Binary Analyzer(00:24:27) - Good Testing Practices in Cloud(00:25:59) - Claude Opus 4.1 Upgrade to Sonnet 4(00:27:46) - AWS G6F: Fractional GPU Instances(00:29:40) - Amazon DocumentDB DCU Scale(00:34:13) - Amazon's Region Switch(00:37:28) - AWS Lambda: 200 Megabyte Response Streaming Capacity(00:38:55) - Gemini CLI: Adding slash commands to Google Cloud Code(00:41:06) - Agent to Agent Protocol Upgraded to Version 3(00:42:57) - GK Cloud: C4 Bare Metal VM on the Intel Xeon(00:44:35) - Google Cloud Hub Optimization and Cost Explorer Expands to Public Preview(00:47:04) - Microsoft's Sentinel Data Lake Announcement(00:50:42) - Microsoft's New E128 & E1092 VM Sizes(00:54:17) - Azure SRE Agent Billing Model(00:57:02) - Azure 2.8 Live Resizing for Ultra NVMe disks(00:59:13) - Azure Backup now supports agentless multi-disk backups(01:02:05) - Digital Ocean Brings AI to a Unified Platform(01:03:50) - This Week in the Cloud: Ending
まだレビューはありません