We already see the consequences. More companies examine alternative approaches, including private AI infrastructure and hybrid solutions. They found that the promise of a simple, scalable AI deployment in a public cloud often comes with hidden complexities and costs that make it difficult to achieve growth.
It is not just technical restrictions, it is about adapting the business model. Cloud providers must realize that AI requires a different approach to infrastructure, prices and services. The current model charging model and the addition of premium fees for AI specific services are not sustainable for most businesses and are moving to alternatives without cloud.
The bets are high. Since businesses continue to invest cumbersome on the AI initiative, they will attract platforms that can take over pre -performance, reasonable costs and specialized infrastructure. It is currently a private cloud, traditional On-Pro hardware, service providers and new AI microchutes such as Coreweave. Public providers risk losing their position as a default option for corporate calculation if they can adapt quickly enough. Because they still beat me, I suspect that they still have to get a clue.