Will Cloud Providers start acquiring SaaS?

As cloud matures, could the hyperscale cloud providers start looking to acquire SaaS providers to build out a bundled application portfolio? Or are the demands of AI investment too much to pursue that strategy? 

SHOW: 964

SHOW TRANSCRIPT: The Cloudcast #964 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET 

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

• [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast
• [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.

SHOW NOTES:

• Clouded Judgement (Jamin Bell)
• 100 Biggest SaaS Companies

COULD THE CLOUD HYPERSCALERS START LOOKING TO ACQUIRE SAAS COMPANIES?

• Do the hyperscalers start acting like Private Equity to acquire SaaS revenue streams?
• Do the hyperscalers start moving from primitive providers to bundlers?
• Do the hyperscalers have to make a choice between AI/CAPEX investment and SaaS investment?
• Do the hyperscalers figure out a way to spin-off the AI/CAPEX portions of their business for a period of time?

FEEDBACK?

• Email: show at the cloudcast dot net
• Twitter/X: @cloudcastpod
• BlueSky: @cloudcastpod.bsky.social
• Instagram: @cloudcastpod
• TikTok: @cloudcastpod

FEEDBACK?

• Email: show @ the enterprise ai show dot com
• Bluesky: @TheEntAIShow.bsky.social
• Twitter/X: @TheEntAIShow
• Instagram: @TheEntAIShow