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著者： Justin Brodley Jonathan Baker Ryan Lucas and Matt Kohn
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 The Cloud Pod is your one-stop-shop for all things Public, Hybrid, Multi-cloud, and private cloud. Cloud providers continue to accelerate with new features, capabilities, and changes to their APIs. Let Justin, Jonathan, Ryan and Peter help navigate you through this changing cloud landscape via our weekly podcast.© 2025 The Cloud Pod 経済学
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  • 316: Microsoft’s New AI Agent Has Trust Issues (With Software)

    316: Microsoft’s New AI Agent Has Trust Issues (With Software)
    2025/08/14
    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
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    1 時間 5 分
  • 315: EC2's New Shutdown Shortcut: Because Sometimes You Just Need to Pull the Plug

    315: EC2's New Shutdown Shortcut: Because Sometimes You Just Need to Pull the Plug
    2025/08/07
    Welcome to episode 315 of The Cloud Pod, where the forecast is always cloudy! Your hosts, Justin and Matt, are here to bring you the latest in cloud and AI news, including news about AI from the White House, the newest hacker exploits, and news from CloudWatch, CrowdStrike, and GKE – plus so much more. Let’s get into it! Titles we almost went with this week: SharePoint and Tell: Government Secrets at RiskZero-Day Hero: How Hackers Found SharePoint’s Achilles’ HeelAmazon Q Gets an F in Security ClassSpark Joy: GitHub’s Marie Kondo Approach to App DevelopmentNo Code? No Problem! GitHub Lights a Spark Under App CreationGKE Turns 10: Still Not Old Enough to Deploy ItselfA Decade of Containers: Pokémon GO Caught Them AllKubernetes Engine Hits Double Digits, Still Can’t Count Past 9 PodsAccount Names: The Missing Link in AWS Cost OptimizationFlash Gordon Saves Your VMs from the Azure-verseThe Flash: Fastest VM Monitor in the MultiverseCtrl+AI+Delete: Rebooting America’s Artificial Intelligence StrategyThe AImerican Dream: White House Plots Path to Silicon SupremacyCrowdStrike’s Year of Living ResilientlyKernel Panic at the Disco: A Recovery StoryThe Search is Over (But Your Copilot License Isn’t)Ground Control to Major Tom: You’re FiredGPU Booking.com: Reserve Your Neural Network’s Next VacationCalendar Man Strikes Again: This Time He’s Scheduling Your TPUsAirBnB for AI: Short-Term Rentals for Your Machine Learning Models Claude’s World Tour: Now Playing in Every RegionGoing Global: Claude Gets Its Passport Stamped on Vertex AISQS Finally Learns to Share: No More Queue HoggingThe Noisy Neighbor Gets Shushed: Amazon’s Fair Play for QueuesCloudWatch Gets Its AI Degree in ObservabilityTeaching Old Logs New Tricks: CloudWatch Goes GenAIThe Agent Whisperer: CloudWatch’s New AI Monitoring PowersNotebookLM Gets Its PowerPoint LicenseSlides, Camera, AI-ction: NotebookLM Goes VisualThe SSL-ippery Slope: Azure’s Managed Certs Go Public or Go HomeBreaking Bad Certificates: DigiCert’s New Rules Leave Some Apps High and DryFirewall Rules: Now with a Rough Draft FeatureAzure’s New Policy: Think Before You Deploy General News 00:50 Hackers exploiting a SharePoint zero-day are seen targeting government agencies | TechCrunch Microsoft SharePoint servers are being actively exploited through a zero-day vulnerability (CVE-2025-53770), with initial attacks primarily targeting government agencies, universities, and energy companies, according to security researchers.The vulnerability affects on-premises SharePoint installations only, not cloud versions, with researchers identifying 9,000-10,000 vulnerable instances accessible from the internet that require immediate patching or disconnection.Initial exploitation appears to be limited and targeted, suggesting that nation-states likely back advanced persistent threat (APT) actors. However, broader exploitation by other threat actors is expected as attack methods become public.Organizations running local Shar... Chapters (00:00:00) - The Cloud Pod: EC2 Shutdown Explained(00:01:08) - Microsoft SharePoint zero-day targeting government agencies(00:05:33) - Cloudflare Supports the White House AI Action Plan(00:10:04) - Trump's Anti-Woke AI Order(00:15:28) - NASA's AI Satellite Just Made a Decision Without Humans(00:21:14) - GitHub Launches Spark: A New Way to Build Micro(00:22:50) - Amazon AI Code Coding Assistant Hacked(00:26:01) - AWS Cross-Team Optimization Hub Update 1.4(00:27:50) - Amazon EC2: Auto-shutdown and more(00:30:44) - Amazon SQS Introduces Fair Queues to Prevent(00:34:11) - Amazon CloudWatch: Generative AI Observability in Preview(00:37:37) - GKE: Celebrating 10 Years in the Cloud(00:44:06) - Google's BigQuery for AI Agents(00:45:37) - Google Cloud: Global Endpoints on Vertex AI(00:50:21) - NotebookLM: Video Overviews in Cloud Documentation(00:52:22) - Azure VM Availability Monitoring(00:55:39) - Microsoft 365 copilot search: Unified Search with AI(00:57:42) - Azure App Service: Important Changes to Managed Certificates(01:02:29) - Azure Firewall: Draft and Deploy (Preview)(01:05:25) - Cloud Journey: Two Cloud Journey Stories(01:05:45) - IAM Identity Center vs. Cloud Shell: Best Authentication Solution(01:12:48) - 1Password Passkey(01:14:15) - CrowdStrike Expands Security Resilience Program
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    1 時間 21 分
  • 314: Vector? I Hardly Know Her! S3's New AI Storage Play

    314: Vector? I Hardly Know Her! S3's New AI Storage Play
    2025/07/30
    Welcome to episode 314 of The Cloud Pod, where your hosts, Matt and Ryan, are holding down the fort in Justin’s absence and bringing what’s left of our audience (those of you still here after the last time they were left in charge) the latest and greatest in cloud and tech news. We’ve got undersea cables, vector storage, and even some hobos – but not the kind on trains. Plus AWS S3 Let’s get started! Titles we almost went with this week: S3 Gets Direction: AWS Points to Vector StorageVector? I Hardly Know Her! S3’s New AI Storage PlayS3 Finds Its Magnitude and DirectionClaude Goes to Wall StreetAnthropic’s Bull Run Into Financial ServicesAI Assistant Gets Its Series 7 LicenseNova Scotia: AWS Brings Regional Flavor to AI ModelsThe Fine-Tuning of the Shrew: Teaching Nova Models New TricksNova-caine: Numbing the Pain of Model CustomizationAgentCore Blimey: AWS Gives AI Agents Their License to ScaleThe Agent Infrastructure: Mission DeployableFrom Zero to Agent Hero: AWS Tackles the Production ProblemSageMaker Gets Its Data Act TogetherFrom Catalog to QuickSight: A Data Love StoryThe Great Data Unification of 2024AWS Free Tier Gets a $200 MakeoverEKS-treme Makeover: Cluster Edition#⃣100K Nodes Walk Into a Cluster…S3 Gets Direction: Amazon Points to Vector StorageAmazon S3: Now with 90% Less Vector Bills and 100% More Dimensions Follow Up 01:03 SoftBank and OpenAI’s $500 Billion AI Project Struggles to Get Off Ground The $500 billion AI effort unveiled at the White House has struggled to get off the ground and has scaled back its near-term plans. It’s been six months since the announcement, where they said they would spend $100B almost immediately, but now they have a more modest goal of building a small data center by the end of the year in Ohio.Softbank committed to $30 billion earlier this year, and it is one of the largest ever startup investments by them, which led them to take on new debt and sell assets. This investment was made alongside Stargate, giving them a role in the physical infrastructure needed for AI. Altman, though, has been eager to secure computing power as quickly as possible and has proceeded without Softbank. Publicly, they say it’s a great partnership, and they look forward to advancing projects in multiple statesOracle was part of Stargate, but the recent 30B deal just signed with includes a commitment of 4.5 gigawatts of capacity, and would consume the equivalent power of more than two Hoover Dams, or about 4 million homes. Oracle was also named part of the deal with UAE firm MGX as a partner, but Oracle CEO Safra Catz said that Stargate hadn’t been formed yet, as of last month. 02:31 Matthew – “…everyone’s like, how hard can it be to build a data center? But it’s city zoning, power consumption, grid improvements, water for cooling… getting communities to approve – and these things end up being a massive undertaking. And it takes the hyperscalers a long time to get these things up and operational. So it doesn’t surprise me that a small data center by the end of the year is probably something that was already in the works beforehand; they’re just taking over other plans. Most da... Chapters (00:00:00) - Azure 1.8(00:01:04) - SoftBank and OpenAI's 500 Billion AI Project(00:04:53) - These Undersea Cable Sensors Could Aid Climate Change Monitoring(00:08:47) - AWS, Google Cloud AI for Financial Services(00:14:15) - Bedrock 12 Live Video Understanding Models now available in AWS(00:17:21) - Harness AI(00:20:06) - AWS New York City: AWS S3 Visions and More(00:22:56) - Elasticsearch + S3: Vector Search(00:24:47) - Amazon Nova Customization in SageMaker(00:27:40) - Amazon Bedrock Agent Core: Enterprise-grade Infrastructure for deploying AI(00:33:51) - Amazon SageMaker Catalog with Quicksight Integration(00:37:52) - WASP Introduces Free tier(00:40:01) - Amazon EC2 Budgeting Update(00:43:28) - Amazon EventBridge Locate & Debug Kinesis Data(00:47:29) - AWS S3 metadata: Complete metadata for all your S3(00:52:05) - Oh yeah, double-layer encryption with ON S3(00:52:54) - AWS Lambda: Direct to IDE and Remote Debugging(00:57:39) - ECS: Blue Green Deployments(01:00:57) - Amazon Bracket Adds New 54-Bit Qubit Quantum Processor(01:03:48) - Google CloudWatch and LibTPU for optimizing Google TPU resources(01:06:08) - Application Monitoring: Cloud Observation & Investigations(01:09:49) - Google Expands DeepSeen R1 to Microsoft Fabric(01:16:07) - AWS CLI for Migrating From Availability Sets and Basic Load Bal(01:18:42) - Microsoft's Cloud HSM(01:21:04) - Microsoft's New Hobo Model for ExpressRoute Gateways(01:23:02) - Azure Functions: Public Preview 2.8(01:26:09) - Azure WAF for Application Load Balancers for Kubernet(01:29:32) - Week in the Cloud
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    1 時間 30 分
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