The Ascendance of Private Cloud in the AI Revolution
A Complex Landscape for AI Hardware
Since the term "cloud computing" emerged in 2006, the tech landscape has evolved dramatically, particularly with the rising interest in private cloud solutions. Diane Bryant, a veteran in the tech industry and a board member at Broadcom, recently addressed this shift and the burgeoning AI hardware market in a conversation with theCUBE at the NYSE’s Robotics & AI Infrastructure Leaders 2025 event.
Bryant emphasized the challenges associated with artificial intelligence, noting that developing effective algorithms, constructing robust data models, and ensuring clean data for processing is no simple feat. Only major, well-resourced companies—like Google, Amazon, and Meta—have been able to successfully navigate this labyrinthine landscape. As a result, companies like Broadcom stand to benefit significantly from these developments.
Broadcom’s Strategic Moves into Private Cloud
Bryant pointed out that the compute market for AI is projected to soar between $300 billion and $500 billion by 2030. She predicts ample opportunity for various players, including Nvidia and AMD, to flourish in this competitive environment.
Reflecting on her tenure at Intel, Bryant recalled the unsuccessful launch of the Xeon Phi in the early 2010s, which lost ground to Nvidia’s GPUs. Today, however, she believes AI is experiencing a watershed moment—especially following the significant technological advancements we’ve observed since 2022.
With Broadcom’s acquisition of VMware, the company is strategically positioning itself to leverage the private cloud trend. The newly released VMware Cloud Foundation offers a scalable and efficient foundation for AI workloads, allowing companies to reduce their operational costs by utilizing cloud services more effectively than when managing their own data centers.
The Role of Photonics in AI Infrastructure
Beyond Broadcom’s immediate plans, Bryant is also invested in emerging technologies through her role at Celestial AI, a company innovating in photonics—using light for data transmission. Bryant, who pioneered Intel’s silicon photonics business in 2015, remarked on how Celestial AI’s Photonic Fabric is enabling tighter integration with accelerator chips like GPUs and TPUs. This forward-thinking approach not only enhances data transfer speeds but also strengthens the overall efficacy of AI computations.
Conclusion: An Evolving Future
The move toward private cloud solutions could revolutionize how companies handle data and AI tasks. As Bryant and Broadcom make strategic strides in this competitive landscape, the collaboration of advanced technology with robust infrastructure is likely to play a pivotal role in shaping the future of AI. With the industry at a critical juncture, the confluence of cloud computing and artificial intelligence promises transformative impacts, redefining how businesses operate and innovate.
As this narrative unfolds, it’s clear that the clouds—both private and technological—are just beginning to gather, setting the stage for a storm of innovation in the coming years.
Writes about personal finance, side hustles, gadgets, and tech innovation.
Bio: Priya specializes in making complex financial and tech topics easy to digest, with experience in fintech and consumer reviews.