By Anders Bylund, The Motley Fool
Publication Date: 2026-06-11 11:39:00
For years, enterprise IT strategy followed a simple script: Move workloads to the public cloud. Amazon (NASDAQ: AMZN) Web Services, Microsoft (NASDAQ: MSFT) Azure, and Alphabet‘s (NASDAQ: GOOG) (NASDAQ: GOOGL) Google Cloud built massive businesses on that assumption.
But the AI era is throwing a spanner in the cloud computing works.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »
The gravitational pull of stubborn data
“Hybrid cloud and AI are two sides of the same coin,” said Dr. Hillery Hunter, CTO and general manager of innovation for IBM (NYSE: IBM) Infrastructure. “Where your data is, is becoming very much a grounding factor, because where your data is, is then where you naturally want to build out…


