☁️ The Cloud Cover

AI Accelerates Across All Fronts, Shaping the Future of Cloud

This Week in Cloud — May 15, 2025

👋 Welcome to the very first issue of The Cloud Cover

I started this newsletter to help busy cloud pros stay current without swimming through a sea of press releases. Each week, I’ll bring you the most important cloud updates—summarized, explained, and tagged by provider—plus one trend or analysis worth your attention.

This week, the artificial intelligence wave has become a tsunami, with every major provider unveiling significant AI-driven enhancements and new capabilities. From developer tools to core infrastructure and strategic partnerships, AI is undeniably reshaping the cloud landscape.

If you find this useful, I’d love for you to reply with feedback or share it with a teammate. Thanks for reading!

The AI Momentum Continues in the Cloud

The relentless integration of AI and Generative AI across cloud platforms is the undisputed headline this week. It's no longer a question of if AI will be part of a service, but how deeply it's embedded. Google Cloud, building on its recent Next '25 event, showcased this vividly with the introduction of "Ironwood," its seventh-generation Tensor Processing Unit (TPU) specifically engineered for generative AI inference. This, coupled with new multimodal AI tools for Vertex AI (spanning video, image, speech, and music) and updates to Google Agentspace for simplified AI agent creation, signals a major push towards democratizing sophisticated AI capabilities.

Microsoft Azure is equally aggressive, particularly in the realm of "agentic AI." New strategic partnerships with companies like Gong and Twilio aim to weave their data and insights directly into Microsoft 365 Copilot and empower users to build autonomous agents within Microsoft Copilot Studio. This move towards AI that can independently perform complex tasks is a significant step beyond simple AI assistance. AWS, too, is embedding AI more deeply, with Amazon Q Developer now integrated into Amazon OpenSearch Service to provide an AI-powered assistant directly within their telemetry store.

The implications are clear: the cloud is rapidly evolving into an AI-centric ecosystem. For architects and engineers, this means a growing need to understand and leverage these powerful new tools, while for IT leaders, it underscores the strategic imperative of incorporating AI into their digital transformation roadmaps. This isn't just about new features; it's a fundamental shift in how cloud services are built, deployed, and consumed.

🔍 The Rundown

AWS
  • New South America (Chile) Region: AWS announced plans for a new region in Chile, slated to open by the end of 2026, marking its third in Latin America. This will provide local low-latency compute and data residency options.
  • Amazon Q Developer in Amazon OpenSearch Service: The AI-powered code assistant, Amazon Q Developer, has been integrated into Amazon OpenSearch Service, aiding developers with search applications.
  • PepsiCo Strategic Cloud Provider: PepsiCo named AWS a strategic cloud provider under a multi-year agreement. PepsiCo plans to migrate workloads to AWS and integrate its "PepGenX" AI platform with Amazon Bedrock for uses like personalized marketing and supply chain modernization.
Azure
  • Neon Serverless Postgres Generally Available: Azure now offers Neon Serverless Postgres, an open-source, storage-compute-separated PostgreSQL engine, providing a scalable option, especially for AI and analytics workloads.
  • New Model Fine-Tuning Capabilities: Azure introduced Reinforcement Fine-Tuning (RFT) for its upcoming 04-mini reasoning model and Supervised Fine-Tuning (SFT) support for GPT-4.1-nano and Llama 4 Scout models, allowing customers to adapt base LLMs with custom data. Azure AI Foundry Blog. [cite: 14, 16, 17, 43]
  • Kyndryl Expanded Collaboration: Kyndryl and Microsoft are expanding their collaboration, with Kyndryl Distributed Cloud services leveraging Microsoft's "adaptive cloud" approach (Azure Arc, Azure Local, etc.) to deliver managed hybrid and multicloud solutions.
GCP
  • MCP Toolbox for Databases: Google Cloud enhanced its developer tooling with the Model and Context Protocol (MCP) Toolbox for Databases. This allows developers to use AI tools to interactively build and manage data in Cloud SQL for PostgreSQL, AlloyDB, and self-managed PostgreSQL.
  • Post-Next '25 AI Highlights: Key announcements from Google Cloud Next '25 continue to be highlighted, including the introduction of "Ironwood" (seventh-generation TPU for generative AI inference), new multimodal generative AI tools (video, image, speech, music) for Vertex AI, and updates to Google Agentspace for AI agent creation.
Oracle
  • Meta Llama 4 Models Support: OCI's Generative AI service now supports Meta Llama 4 models (Scout and Maverick), which utilize a Mixture of Experts (MoE) architecture.
  • Informatica MDM Service on OCI: Informatica's Master Data Management (MDM) service is slated to be available on OCI by October 2025, with Informatica named a preferred partner for data integration and governance on OCI.

📈 Trending Now: The Rise of Agentic AI

This week's announcements, particularly from Microsoft and Google, signal a significant acceleration in the development and deployment of "Agentic AI." We're moving beyond AI that simply responds to queries or performs narrow tasks. The new frontier is AI agents capable of understanding broader goals, planning multi-step actions, and executing complex tasks autonomously or in collaboration with other agents. Google's focus on Google Agentspace and its work with over 50 partners on the Agent2Agent (A2A) Protocol, an open standard for AI agent communication, are clear indicators. Microsoft's drive to enable the creation of autonomous agents in Copilot Studio further cements this trend.

The implications for Solutions Architects, engineers, and technical decision makers are profound. It necessitates thinking about system design where intelligent agents are primary actors, not just integrated components. This will require new architectural patterns, robust frameworks for orchestrating and managing these agents, and a heightened focus on the security, ethics, and governance of increasingly autonomous systems. While the buzz is undeniable, the underlying technology is rapidly maturing, heralding a future where AI doesn't just assist but actively collaborates and executes on our behalf. The challenge—and opportunity—lies in harnessing this power thoughtfully and effectively.

📅 Event Radar

May
19-22
Microsoft Build 2025 | Seattle, WA + Virtual
Coming quick, but registration is still open!
Jun
10-11
Google Cloud Summit Nordics | Stockholm, Sweden + Virtual
Virtual and in-person attendees can sign up now.
Jun
16-18
AWS re:Inforce 2025 | Philadelphia, PA
Sign up for AWS's security-focused event.

💼 Job Spotlight

Live Cloud Platform Site Reliability Engineer at Netflix

$100,000-$720,000  | Remote US

Support Netflix’s live events by building and testing scalable cloud traffic systems to ensure reliability and smooth performance during sudden spikes in viewer demand.

Payments Specialist Solutions Architect at Stripe

$181,800-$272,700  | Chicago, IL

Advise Stripe’s largest customers on modernizing their payments architecture using solutions like Optimized Checkout Suite and Link, helping drive higher conversion and lower fraud through strategic, scalable financial infrastructure.

👋 Until Next Week

It's another dynamic week in the cloud, with the pace of AI innovation showing no signs of slowing. Strategic partnerships, infrastructure enhancements, and a clear focus on developer enablement are driving this transformation across all major platforms.

Looking ahead, Microsoft's Build conference next week will undoubtedly bring a fresh wave of Azure news, likely with a strong emphasis on AI and developer tools. We'll continue to track how these advancements are shaping the industry and what they mean for cloud professionals.

Stay informed, stay curious, and we'll see you next week.

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