Cloud Dialogues

🎙️ Cloud Dialogues: Vegas, AI, and What’s Next with Google

This week on Cloud Dialogues, Georgia and Matt are joined by Anupam Phoghat, fresh off the tarmac from Google Next 2025 in Las Vegas, to break down the biggest announcements, hottest trends, and a few surprises from the cloud world’s glitziest event.

But first… the news roundup was 🔥:

🚨 In the News:

• AWS’s Big Growth Energy: 19% year-over-year growth and strong focus on making AI cheaper and faster—thanks to Tranan 2 chips.
• Data Center Power Drain: By 2030, data centers could be drawing more power than Japan. Edge computing, you’re up.
• OpenAI Eyes Windsurf: Rumored $3B acquisition of a VS Code fork to boost its dev game—and catch up to Claude Code.
• Nvidia’s $5.5B Problem: U.S. export restrictions to China are biting hard.
• Kubernetes is Back (Again): KubeCon London showed signs of a Kubernetes renaissance—maybe AI on the edge is to thank.
• MCP Becomes the Standard: Google jumps on Anthropic’s Model Connection Protocol bandwagon. AI models are finally learning to play nice with data.

🎰 Straight from the Vegas Strip: Google Next 2025 Highlights

Anu gives us the inside scoop from the Strip, where 35,000+ attendees spread across 10 hotels saw Google go all-in on AI everything.

✨ Big Announcements:

• The AI Hyper Computer: Custom hardware to supercharge inference at scale
• GKE Upgrades: Now with inference gateway and full VM support
• Cloud Run & Cloud WAN: Big leaps in serverless and networking
• Vertex AI’s Model Garden: A smorgasbord of foundation models, including Claude and Llama
• Agent Development Kit: Tooling to build your own AI agents (think RAG meets agents IRL)
• Open-source + Interop Love: More cross-platform support, less vendor lock-in

We also dug into: ⚾️ MLB’s use of AI agents to manage network ops
🧠 Why your AI is only as smart as your training data
🚩 Twitter/X as a case study in what not to feed your model

Anu wrapped by sharing the mission behind Nebulla Action—his new venture building practical, industry-focused AI tools for healthcare, finance, and retail.

🎧 Ready to decode Google’s big bets and what they mean for your business?

Tune in now wherever you get your podcasts—or hit the link in our bio.

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