@GergelyOrosz: So many things about AI infra and AI adoption today reminds me of Cloud adoption in the 2010s. Cloud is assumed to decr…

X AI KOLs Following 05/08/26, 09:37 AM News

Summary

Gergely Orosz compares current AI infrastructure adoption trends to the cloud computing boom of the 2010s, highlighting similarities in cost dynamics, integration timelines, and customer indifference to backend technologies.

So many things about AI infra and AI adoption today reminds me of Cloud adoption in the 2010s. Cloud is assumed to decrease business costs but later can start to actually increase it; has a years-long adoption + integration curve; the biggest winners are closer to the infra than not; it becomes a v large expense at companies to plan + budget for; customers don’t care if a company uses cloud/AI behind the scenes etc

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