K-Culture GlossaryㅋInfrastructure and chips
Cloud
Someone else's computer that you rent. Most AI companies run their models on it, and the rent they pay is the industry's lifeblood.
In plain words
It's a way of using someone else's computers over the internet instead of owning your own. AWS (Amazon), Azure (Microsoft), and Google Cloud are the big three, and most AI companies train and run their models here instead of building their own data centers.
The AI industry's lifeblood flows through this rent — the massive investment deals between OpenAI and Microsoft, or Anthropic and Amazon/Google, are in large part also "cloud usage rights" agreements. That's why "cloud revenue growth" in Big Tech earnings reports is read as a signal of AI demand.
See also
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