Why cloud heavyweights are playing it safe in 2023

theCUBE Breaking Analysis + upcoming broadcasts [Cloud players sound a cautious tone for 2023]( The cloud is not immune to the economic headwinds that continue to destabilize the entire IT industry. It turns out that our analysts’ estimates for the big 3 hyperscalers’ (AWS, Google, Microsoft) revenue missed by $1.2 billion, or 2.7% lower than we had forecast from the most recent November estimates. Now what? Uncovering cause and effect In this week’s Breaking Analysis, we explore how the hyperscalers and other major cloud service providers, including Snowflake, Databricks, and Salesforce, are responding to the cloudy business forecast. We explain why cloud momentum continues to weaken, the most common techniques customers are using to reduce costs, the uptick in project freezes, our analysts’ cloud predictions for the next 12 months, and more.  You’ll also learn the 6 factors we identified as directly impacting customers’ cloud consumption. One element is rising mortgages, which means banks are processing fewer loans. Another is the crypto crash, which resulted in less trading activity, reducing cloud resources. Also, lower ad spending has led companies to reduce the frequency of their analytics runs, often using less data. Study up on the economic position enterprise leaders must navigate and the other critical factors reducing cloud consumption [here](. [Get the full report here]( Practitioners assess latest IT risks: CloudNativeSecurityCon Practitioners are key to the success of cloud-native computing, and those seeking their involvement speak to the urgency of securing this opportunistic space. See what the analysts think in this keynote breakdown from CloudNativeSecurityCon. [Read more]( siliconangle.com Here’s what we know about the future of 5G and Telco The next 10 years of 5G and telco technologies will look very different from the first. Advances in AI, edge computing infrastructure, modular cloud-native infrastructure, and SD-WAN and SASE offerings have not only accelerated the pace of change, but are poised to shift the industry altogether.  Visit our recent telco archives as we spotlight innovations from key players in fields such as the [Dell Telecom Multicloud Foundation platform]( which automates cloud-native network deployment. We’ve also covered [Fortinet’s enhanced AI operations capabilities]( across its entire networking portfolio, including the industry’s first artificial intelligence-based network operations management for 5G/LTE gateways. The groundbreaking Dell and Broadcom partnership is poised to quicken the pace of digital communication and business success. Most notably, [Dell and Broadcom reshape systems architecture]( by focusing on scale and speed in connectivity hardware. Jas Tremblay, vice president and general manager of the Data Center Solutions Group at Broadcom, clearly described the shift these new approaches are creating: “We believe that we’re currently transforming the architecture from CPU-centric to connectivity-centric.” [Study up with SiliconANGLE & theCUBE!]( [Top News: Editors' Picks]( AI threats are are just some of cloud-native's security woes It turns out that security is just one of many areas of concern for a maturing cloud-native computing sector. Lean more insights from theCUBE and SiliconANGLE'S firsthand reporting and two days of analysis from CloudNativeSecurityCon 2023. [Read more]( siliconangle.com The one problem with generative AI in computing There's one problem with today's generative AI explosion: Every time DALL-E creates an image or GPT-3 predicts the next word, their multiple inference calculations add up to significant electrical demand. What role does sustainability play? [Read more]( siliconangle.com [Firsthand insights + live analysis for CIOs]( This month on theCUBE, we have exclusive interviews with top tech luminaries. Join theCUBE live [Join theCUBE Feb. 27 - March 2, 2023]( for Mobile World Congress to learn the latest developments in telco's digital transformations. With four days of live broadcast, theCUBE will bring you firsthand insights on current telco challenges, pitfalls, opportunities and solutions. We'll explore computing trends from the likes of Dell Technologies on efforts to upgraded edge computing services in support of massive 5G rollouts by 2025. How is the industry addressing growing demand for more data consumption, faster compute, networking and storage at the edge? With theCUBE's live analysis and exclusive segments with technology luminaries, you'll walk away with actionable insights for a rapidly evolving landscape. Don’t miss live analysis with thought leaders such as David Trigger, Global VP of telecom systems at Dell Technologies, Honore LaBourdette, vice president of global partner EcoSystem sales at Red Hat, and Sidd Chenumolu, VP of technology development at DISH Network. Add theCUBE's [livestream to your calendar]( now! [Follow all theCUBE's broadcasts!]( SiliconANGLE Media Inc. | [SiliconANGLE.com]( [View as Webpage]( [[Twitter] ]( [[YouTube] ]( [[LinkedIn] ]( SiliconANGLE Media Inc | 5 Mount Royal, Suite 280, Marlborough, MA 01752 [Unsubscribe {EMAIL}]( [Update Profile]( | [Constant Contact Data Notice]( Sent by communication@siliconangle.com powered by [Trusted Email from Constant Contact - Try it FREE today.]( [Try email marketing for free today!](