AMD, Dropbox, and VMware Talk Cloud and the Future of Hardware

MICHAEL MILLER | July 25, 2018

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At last week's Fortune Brainstorm Tech conference, executives from AMD, Dropbox, and VMware discussed the future of cloud computing. I used the opportunity to get their views about where the chips that power it are heading. VMware CEO Pat Gelsinger talked about how the cloud has gone mainstream, but cautioned that the "laws of physics"—as well as the laws of economics and actual laws—mean that not everything belongs on the public cloud. He said hybrid clouds are now common, evolving in response to regulatory changes such as GDPR that may push some applications to local clouds or on-premise servers. Gelsinger proclaimed we are now in a "quad-core" era with public, private, telco, and edge IoT clouds, predicting that "the multi-cloud era is in front of us." AMD CEO Lisa Su said "you need different clouds for different use cases," mentioning finance, entertainment and gaming, and blockchain as examples. Su estimates that we are still in the early stages of the cloud buildout, with large public cloud providers driving a lot of the compute while medium-sized companies think about how to do the next big things.

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