cloud computing
Asia Leaders
Thomas Kurian Put Google Cloud on a $70 Billion Run Rate. Enterprise Agents Must Now Earn the Capacity Behind It
Thomas Kurian has made Google Cloud a credible enterprise AI platform. The economics now depend on whether agents create repeatable workloads rather than another burst of subsidised experimentation.
Asia Leaders
Jayshree Ullal Made Ethernet the AI Network. Two Customers Still Hold 42% of Arista's Revenue
Jayshree Ullal has positioned Arista at the centre of the AI data-centre build-out and preserved exceptional profitability. Customer concentration, proprietary interconnects and a fast-changing optics stack are the pressure points behind the numbers.
Asia Leaders
Jayshree Ullal Made Ethernet the Language of the Cloud. Now She Has to Make It the Fabric of AI
Jayshree Ullal turned Arista into the cloud era’s most disciplined networking challenger. AI now requires a broader systems company without the complexity Arista was built to defeat.
Asia Leaders
Sridhar Ramaswamy Committed $6 Billion to AWS. Snowflake’s Multi-Cloud Promise Must Still Hold
Snowflake is growing quickly under Sridhar Ramaswamy and has made a six-year, $6 billion commitment to AWS. The economics may be compelling, but customers will judge the company by its freedom across clouds.
Asia Leaders
Mustafa Suleyman Is Giving Microsoft Its Own AI Model Stack. The Bill Demands More Than Strategic Independence
Mustafa Suleyman has moved Microsoft from relying primarily on a partner’s frontier models towards a broader in-house portfolio. Strategic control matters, but customers and shareholders need evidence that another model stack earns its substantial cost.
Asia Leaders
Thomas Kurian Made Google Cloud an AI Growth Engine. Now He Has to Turn Scale Into Trust
Thomas Kurian has turned Google Cloud into a fast-growing AI and data business. The next test is whether infrastructure scale, security and enterprise trust can advance together.
Asia Leaders
Satya Nadella Is Building a $190 Billion AI Utility, With Scarcity as Both Proof and Warning
Satya Nadella is committing utility-scale capital to Microsoft’s agentic AI platform while reducing headcount. The return will depend on capacity allocation, product usage and disciplined pricing.