Interconnected
Subscribe
Sign in
Home
Quarterly and Annual Letters
Open Source
Cloud Industry
Just My Opinion
Archive
About
Cloud Industry
Latest
Top
Discussions
($) OpenAI Bans China
This API ban signals a phase shift from “chip war” to “cloud war”
Jul 3
•
Kevin Xu
4
Share this post
($) OpenAI Bans China
interconnect.substack.com
Copy link
Facebook
Email
Note
Other
3
Software Is Not Dead
But AI is killing “land and expand”
Jun 14
•
Kevin Xu
12
Share this post
Software Is Not Dead
interconnect.substack.com
Copy link
Facebook
Email
Note
Other
1
($) China Cloud Price War
And what it could mean for the global AI market
May 30
•
Kevin Xu
8
Share this post
($) China Cloud Price War
interconnect.substack.com
Copy link
Facebook
Email
Note
Other
1
Huawei Cloud and “AI in the Box”
Is on-prem cool again?
May 23
•
Kevin Xu
8
Share this post
Huawei Cloud and “AI in the Box”
interconnect.substack.com
Copy link
Facebook
Email
Note
Other
4
($) Greg Abel Will Power AI
MidAmerican Energy, Iowa, and AI are intimately intertwined
May 9
•
Kevin Xu
2
Share this post
($) Greg Abel Will Power AI
interconnect.substack.com
Copy link
Facebook
Email
Note
Other
When the Houthis Found “the Cloud"
More than 20 countries are, in one way or another, involved in the four damaged undersea cables.
Mar 13
•
Kevin Xu
15
Share this post
When the Houthis Found “the Cloud"
interconnect.substack.com
Copy link
Facebook
Email
Note
Other
2
($) re:Inventing AWS: Keynote Digs and Narratives
The tips of Selipsky’s spear is aiming squarely at Microsoft and OpenAI.
Nov 29, 2023
•
Kevin Xu
6
Share this post
($) re:Inventing AWS: Keynote Digs and Narratives
interconnect.substack.com
Copy link
Facebook
Email
Note
Other
Alibaba's Reorg Hot Mess
“1+6+n” is now “1+5+(n-1)”.
Nov 17, 2023
•
Kevin Xu
17
Share this post
Alibaba's Reorg Hot Mess
interconnect.substack.com
Copy link
Facebook
Email
Note
Other
6
How to Understand Google's Gemini Delay
A high profiled reorg can take an entire year to fully settle
Oct 29, 2023
•
Kevin Xu
5
Share this post
How to Understand Google's Gemini Delay
interconnect.substack.com
Copy link
Facebook
Email
Note
Other
🏦AI Is Turning Clouds Into Banks
A KYC-like approach could be a practical way to prevent bad actors or foreign adversaries from accessing AI computing power
Sep 27, 2023
•
Kevin Xu
5
Share this post
🏦AI Is Turning Clouds Into Banks
interconnect.substack.com
Copy link
Facebook
Email
Note
Other
US vs China: A Cloud Proxy War
As diplomacy and cloud collide, regions to watch: Southeast Asia, Latin America, the Middle East.
Jul 3, 2023
•
Kevin Xu
11
Share this post
US vs China: A Cloud Proxy War
interconnect.substack.com
Copy link
Facebook
Email
Note
Other
1
Is the Next Alibaba...AliCloud?
AliCloud will be the first pure play hyperscaler on the public market.
May 24, 2023
•
Kevin Xu
11
Share this post
Is the Next Alibaba...AliCloud?
interconnect.substack.com
Copy link
Facebook
Email
Note
Other
3
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts