Latest / The Cloud Business Podcast with Fexingo: AWS, Azure, GCP, and Enterprise Infrastructure
Why AWS and Azure Are Racing to Offer Custom Silicon to Enterprise Clients
Episode 6 of The Cloud Business Podcast looks at the accelerating shift from general-purpose CPUs to custom-designed chips in the cloud. Lucas explains why AWS's Graviton and Trainium processors, alongside Microsoft's Cobalt and Maia chips, are more than just a hardware tweak — they are rewriting the unit economics of enterprise cloud compute. He walks through the 40% price-performance advantage Graviton instances deliver over Intel-based instances and why that margin is forcing a strategic pivot for hyperscalers. Luna questions whether this is a genuine boon for enterprises or a…
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