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Beyond the AI hype: Understanding Cloud Computing's Real Moats
Episode 45
Tuesday, 9 December, 2025

In this Montaka Spotlight Series podcast, Andy sits down with Amit Nath to challenge the prevailing narrative that AI is in a bubble. As a prelude to Montaka's forthcoming white paper on AI infrastructure, they explore critical misperceptions about hyperscale cloud providers.Perfect for: Investors, tech analysts, and anyone seeking to understand the real economics behind the AI infrastructure boom beyond the headlines.Related Content: Watch for Montaka's comprehensive white paper on AI bubble arguments, coming soon.Key topics covered:00:00:33 - The Neo-Cloud Misconception: CoreWeave vs. True Hyperscalers00:01:41 - Barriers to Entry: Are They Really Falling?00:03:01 - Oracle's Gamble: A Case Study in Value Destruction00:04:14 - Why Training Infrastructure ≠ Production Infrastructure00:05:36 - The Fungibility Myth: When Cloud Infrastructure Matters00:07:00 - Google's TPU Cost Advantage: 44% Cheaper Than Nvidia00:08:36 - Breaking Free from the Broadcom Tax: MediaTek Partnership00:12:47 - Software Moats: Attacking Nvidia's CUDA Dominance00:13:05 - Inference vs. Training: Why Ecosystems Win00:15:38 - The Dual-Use Advantage: Internal Demand De-Risks Buildouts00:20:40 - Real Options: From Transformers to Quantum Computing00:22:29 - Google vs. Nvidia: The Disruption OpportunityTags: AI infrastructure, hyperscalers, cloud computing, Google TPU, Nvidia, Microsoft Azure, Amazon AWS, neo-clouds, CoreWeave, Oracle, OpenAI, AI bubble, investment analysis, technology investing, semiconductor industry, R&D accounting, depreciation, quantum computing, PyTorch, CUDA, inference vs training, MontakaDisclaimer: Issued by Montaka Global Pty Ltd ABN 62 604 878 533, AFSL 516942. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.