2025 might see Cloud crashing to the ground

Ericcson and Nokia supply a lot of the equipment that makes the U.S. cell network come together. When the chip shortage hit, a lot of ISPs stocked up on equipment. When work from home started, network traffic went through the ceiling. Cloud growth seemed like the future of the U.S economy.

Then the idiots at the top of many major corporations thought that they weren't getting enough production during the boom times, so they called people back to the office. They couldn't stop to think that the boom was because of work-from-home. With people in the office, the network traffic took a dive, 5G demand dried up, and all that chip shortage supply became surplus instead of project supply.

Now the free-time bubble has burst, the network bubble has burst, and with it the Cloud dreams of 2021 are falling on everything below it, corroding all the vertical and adjacent businesses that supplied the network and distribution chains all the way up. 

Even Microsoft is playing the high-wire act. Windows making the shift to local ARM instead of just working with Qualcomm to adapt their Azure server blades to ARM, and making ARM angry while doing it. 

While the rainy days from this cloud burst will be short-lived in the grand scale of the tech timeline, it does offer a very interesting interlude that, oddly enough, Nintendo has already committed to.

Apple M cores, Nintendo Switch, and now Microsoft Qualcomm, is leading a revolution in gaming hardware. Out with X86 and in with ARM. In Apple's Pro Vision trailer we saw Elex 2 and NBA 2K24 being played with a PS5 controller, on ARM driven hardware. Now Microsoft is getting into the fray with Qualcomm-powered PC environments running Xbox applications. Developers are going to need to adapt soon. And so is someone else...