UPDATED 16:36 EST / NOVEMBER 10 2023


Supercloud 5 is coming: Explore the generative AI impact on cloud titans at theCUBE’s upcoming event, Nov. 28-Dec. 1

The high-powered trio of Amazon Web Services Inc., Microsoft Corp. and Google LLC have exerted significant influence over the cloud landscape. Will the rise of generative artificial intelligence help or hurt the hyperscalers as they seek to leverage this technology for a competitive edge?

This question and others will be a key focus during SiliconANGLE’s and theCUBE’s next Supercloud event. Running live Nov. 28 to Dec. 1, “Supercloud 5: The Battle for AI Supremacy,” presented by SiliconANGLE and theCUBE, SiliconANGLE Media’s live streaming studio, will bring together artificial intelligence executives, experts, technologists, investors and thought leaders to explore the key trends surrounding generative AI and supercloud, the abstraction layer for cloud-native applications across multiple clouds and on-premises data centers.

“I think AI injects a lot of chaos into the system and a lot of disruptions,” said Dave Vellante, industry analyst for SiliconANGLE, in a discussion of supercloud earlier this year. “We were kind of debating who takes advantage, incumbents or disruptors. One thing’s for sure. Everybody’s life is going to be impacted by AI in some way, shape or form.”

The free editorial event will feature recorded and live interviews and analysis with top leaders from major industry players, as well as on-the-ground coverage from AWS’ annual user conference. This will be the fifth in SiliconANGLE’s Supercloud editorial event series, which has featured tech leaders from Walmart, Saks, Western Union, Google, Cisco, Snowflake, Databricks, Cloudflare, CrowdStrike, VMware, Greylock Partners and many others on cloud data and cybersecurity. The event will take a closer look at the explosive new world of generative AI and its impact on the major cloud titans.

Find out all you need to know about SiliconANGLE and theCUBE’s Supercloud event series at supercloud.world, and watch some key insights about the “rise of the supercloud” below:

And find out what’s in store for theCUBE’s coverage of Supercloud 5:

Public and private mix

There is uncertainty around how generative AI will impact the major cloud providers. Among the top three, only Microsoft has commented publicly on the financial impact, indicating in its most recent earnings report that much of the growth for its Azure’s cloud platform in the past quarter could be attributed to the firm’s investments in AI. AWS parent company Amazon.com Inc. and Google Cloud parent Alphabet Inc. did not offer income specifics about the impact of AI on its cloud businesses in its most recent reports.

A central question surrounds where in the enterprise AI work will be performed. Will it be on public or private infrastructure?

Survey data provided to SiliconANGLE by its research partner Enterprise Technology Research offers a few insights. ETR found that enterprise customers prefer a split between public and private infrastructure for generative AI workloads. While the three major cloud providers offer advantages, their customers are still weighing the options.

“I think one of the most interesting things that we’ve found so far in our data is that there’s an even 50/50 split between people that are using vendors or embedded AI into things they already have or just going out and doing it on their own,” Erik Bradley, chief strategist and research director at ETR, said in a recent interview with SiliconANGLE. “We have not yet seen a clear leadership between ‘Hey, I’m going to let my tools and my services go ahead and provide it for me’ or ‘I’m going to build this myself.’ I think we’re going to see that play out.”

Major players make moves

With this uncertainty, it is safe to assume that the three major cloud providers will do everything possible to capitalize on enterprise interest in AI and move more customers into their side of the equation. All three have deployed new solutions over the past six months.

AWS has made several announcements this year for new AI capabilities and products surrounding its Bedrock, CodeWhisperer, Cohere, Trainium and Inferentia offerings. The cloud giant has been focused on enabling Bedrock to become the easiest and most efficient way to build generative AI applications.

Microsoft, which became a major investor in OpenAI earlier this year, has turned its attention to the integration of its AI Copilot across the 365 suite for business tasks such as summarizing video calls and drafting responses to emails. The company recently unveiled its 1.3 billion parameter Ph-1 model for more efficient code generation using textbook-quality data for training.

Google Cloud announced updates for its Vertex AI Search platform earlier this month, designed to help developers rapidly generate conversational chatbot search applications. The company also unveiled a set of partner initiatives to implement generative AI features and expanded its Vulnerability Rewards Program to include threats specific to artificial intelligence.

Data consumption models

Not to be ignored in any evaluation of the major cloud providers when it comes to generative AI is the increasingly important role of silicon and processing power. The long tail of generative AI and significant numbers of embedded systems are creating new data consumption models that will drive further supercloud adoption, and advanced chips will fuel this growth.

The three major cloud providers are becoming active players in the silicon market. AWS has led the development of purpose built Tranium and Inferentia AI chips, while Microsoft is reportedly investigating whether to develop its own custom AI processors.

Google Cloud has been working on a line of custom server chips and has announced new A3 virtual machines based on Nvidia Corp.’s H100 GPU for supporting the most demanding generative AI workloads. Data consumption models and the silicon to drive them will be of key importance, as rapid AI advancements have made applications valuable intellectual property, and this is continuing to transform the IT world.

“This is what supercloud represents, that whole generational shift,” said John Furrier, industry analyst for SiliconANGLE and theCUBE. “To me, it’s IT for the next 20 years. It’s security for the next 20 years. It’s data and data management, data coding for the next 20 years. It’s apps for the next 20 years.”

TheCUBE event livestream

Don’t miss theCUBE’s coverage of the “Supercloud 5: The Battle for AI Supremacy” event Nov. 28 to Dec. 1. Plus, you can watch theCUBE’s event coverage on-demand after the live event.

How to watch theCUBE interviews

We offer various ways to watch theCUBE’s coverage of the “Supercloud 5: The Battle for AI Supremacy” event, including theCUBE’s dedicated website and YouTube channel. You can also get all the coverage from this year’s events on SiliconANGLE.

TheCUBE Insights podcast

SiliconANGLE has podcasts available of archived interview sessions, available on iTunesStitcher and Spotify, which you can enjoy while on the go.

SiliconANGLE also has analyst deep dives in our Breaking Analysis podcast, available on iTunesStitcher and Spotify.


During the “Supercloud 5: The Battle for AI Supremacy” event, theCUBE analysts will talk with industry experts and executives about the explosive new world of generative AI and its impact on major cloud titans Amazon Web Services, Microsoft and Google.

Image: SiliconANGLE

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