BigTech's Cloud computing dominance consolidates AI capex bets

Cloud computing is growing in a different way with Generative AI adoption.

Michael Spencer

and

JS Tan

May 08, 2025

∙ Paid

For context and insights on Huawei’s recent moves please read here, here and here.

Good Morning,

Today we will be thinking about how Generative AI is fostering Cloud growth and how the Cloud computin…

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A guest post by

JS Tan

PhD candidate @ MIT DUSP. Former software engineer. Research on labor and the political economy of innovation, with a focus on big tech/cloud and green tech. Blog: www.valueadded.tech