What you'll learn

Cloud conferences deliver a flood of announcements, but practitioners rarely have time to step back and ask what the patterns reveal about where the industry is heading. In this episode, The Forecast: The Return of Constraint in the Cloud, you'll gain the ability to explain why constraint has re-emerged as a defining force in cloud strategy and how recent silicon signals illustrate a broader shift in how cloud platforms are being designed and consumed. First, you'll explore the recurring theme across AWS, Google Cloud, and Microsoft — custom silicon optimized for power efficiency — and why this signals deeper limits around power, cost, and scale. Next, you'll discover how to reframe cloud decision-making from "what is available?" to "what is constrained?" Finally, you'll learn how to adopt a grounded posture toward cloud architecture that assumes tradeoffs instead of abundance. When you're finished with this course, you'll have the skills and knowledge of cloud strategy needed to interpret industry signals and make more durable architectural decisions as the cloud landscape tightens.