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The Cloud Pod | Weekly AI & Cloud News on AWS, Azure & GCP · Justin Brodley, Jonathan Baker, Ryan Lucas and Matt Kohn | Cloud Computing & AI News

AWS Proves the Internet Really Is a Series of Tubes Under the Ocean

·50 min·3 clips
AWS says FastNet will connect the US and Ireland with 320 terabits per second in 2028.
1. The Cloud Pod episode focuses on weekly AWS, Azure, and GCP news, with the title phrase "AWS Proves the Internet Really Is a Series of Tubes Under the Ocean." 2. Justin, Jonathan, Ryan, and Matthew host the show, and Matthew drives the Microsoft Ignite prediction game and the cloud-earnings discussion. 3. The episode asks what AWS, Microsoft, and Google are signaling with their latest earnings, infrastructure spending, and product launches. 4. AWS reports 20% year-over-year revenue growth to $33 billion in Q3, and the hosts tie that to $11.4 billion in operating income. 5. Amazon raises its 2025 capital expenditure forecast to $125 billion, and the hosts connect that figure to AI infrastructure demand and future 2026 increases. 6. Google Cloud helps Alphabet reach its first $100 billion revenue quarter, with Q3 revenue at $102.35 billion and a reported $155 billion backlog at quarter end. 7. Microsoft Azure grows 40% year over year in Q1 fiscal 2026, and the hosts compare that result with analyst expectations of 38.2% growth. 8. Microsoft also takes a $3.1 billion accounting hit tied to OpenAI, and the hosts discuss how the write-down sits alongside the earnings beat. 9. The episode revisits the Azure Front Door incident, including the hosts’ discussion of the RCA, the slower recovery process, and the updated 45-minute to hour-long change windows. 10. The hosts spend time on Microsoft Ignite predictions, including custom Azure silicon, security AI updates, Azure DevOps changes, and a possible Microsoft foundational LLM. 11. One recurring theme is how often "copilot" appears in Microsoft messaging, and the hosts even make it a prediction contest with a guessed count of 35 or 40 mentions. 12. Another practical thread is AWS’s FastNet subsea cable, which the hosts describe as a US-Ireland link with 320 terabits per second of capacity planned for 2028. 13. The cable discussion also notes AWS route diversity, landing points away from traditional corridors, and integration with CloudFront and Global Accelerator. 14. AWS Backup for EKS gets strong attention because it supports configuration, EBS, EFS, and S3 backup and restore in a centralized workflow. 15. The hosts emphasize that AWS Backup can restore namespaces, existing clusters, or specific persistent storage resources without destructive overwrite. 16. Jupyter Deploy appears as an AWS open-source CLI that sets up a cloud JupyterLab environment with HTTPS, GitHub OAuth, collaboration features, and custom domains. 17. Google’s hardware news includes Ironwood, its seventh-generation TPU, plus Axion-based N4A instances and C4A Metal for ARM workloads. 18. The tone is conversational and skeptical, with jokes about migrations, updates, analysts, air horns, and the hosts’ dislike of some Azure and Fabric products. 19. Listeners who track AWS, Azure, GCP, and cloud infrastructure spending. 20. Listeners who want only entertainment and no vendor-by-vendor cloud details.

As heard by us

A cloud-event prediction game becomes a dry, useful test of research, memory, and co-pilot counting.

This cloud-news episode turns an Ignite prediction game into a close look at how hosts make forecasts when the evidence is patchy. The hosts debate tiebreakers, decide whether co-pilot mentions or stage announcements should count, and put a number on how often co-pilot might…

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Why you'd press play

You want cloud-event banter with a scoreboard, a tiebreaker, and a suspiciously specific co-pilot count.

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