Sid Sheth

speaker

1,110 appearances 2 recordings 1 series first heard Aug 2026 last heard 17 Aug

Sid Sheth’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 2.

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Eye On A.I. · Why People Are Paying 10x More for AI - and What That Means for the Chip Market | Sid Sheth, d-Matrix · 17 Aug 2026 podcast

See, they never fully migrated to the cloud, right?

There was they they there were applications that they migrated to the cloud, but there were certain applications that they didn't.

Migrate into the cloud.

There's certain things that were data sensitive.

Their data never migrated into the cloud.

Now, the only thing that is different now is

you still have the same structure.

It's a hybrid approach for some of these larger organizations where uh some of their applications run in the cloud, but some of their applications that tap into their native or uh you know uh domain specific data, they they don't want to they don't want to have those applications sitting in the cloud.

So they're still running on.

So they're maintaining both.

Right.

They're maintaining an on-prem data center.

They're maintaining, you know, they have a cloud data center or uh partner also, right?

Now AI doesn't change any of that, right?

AI just is an overlay on top of that.

So now you use AI to access the applications running in the cloud, depending on the type of applications you're running, those applications will get infused with AI.

And uh you have an AI overlay on top of those applications.

The same thing goes for what they're doing inside their enterprises, right?

The only thing is that the cloud AI overlay that is happening in the cloud is happening much faster, right?

Because the hyperscalers, Google Cloud, uh Microsoft Azure, Amazon, they are very AI savvy.

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