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Greylock’s Jerry Chen unpacks the shift to AI-native cloud trends

  • Cloud computing trends are entering a pivotal era as artificial intelligence reshapes how businesses and developers operate.
  • Developers now wield advanced coding platforms and large language models, enabling rapid innovation, while enterprises integrate AI-driven workflows to unlock new possibilities and transform competitive strategies.
  • Cloud technology has evolved from data center migrations to cloud-native applications, and now it is entering an AI-native phase powered by tools such as GitHub Copilot and large language models, enabling developers to create smarter, more efficient applications with less effort.
  • The debate around bundling versus unbundling of cloud services is relevant, with companies such as Amazon and Google bundling AI tools into their broader cloud ecosystems, but specialized platforms like GPU clouds and bespoke AI infrastructure providers signaling a potential shift toward unbundling.

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