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AI Reaccelerating Cloud Growth

Tom Tunguz

This growth is fueled by AI workloads. “Because of our overall differentiation, more than 18,000 organizations now use Azure OpenAI service, including new-to-Azure customers.” ” “Higher-than-expected AI consumption contributed to revenue growth in Azure.

AI Search 312
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5 Interesting Learnings from Salesforce at $40 Billion in ARR

SaaStr

Perhaps most importantly, Salesforce has leaned deeply into AI … and while the usage is impressive, so far it hasn’t materially changed growth. Nvidia, Google Cloud, Azure, etc. pic.twitter.com/RhXYJqZuMg — Marc Benioff (@Benioff) February 26, 2025 Let’s dig in more 5 Interesting Learnings: #1.

Scale 207
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The Capex Conquest in the Cloud

Tom Tunguz

Cloud Capex in Q1 AWS $14 billion Azure $14 billion Google Cloud $12 billion These are not one-time investments, but part of a broader trend that started to occur after the introduction of GPT 3 in mid-2020 Amazon was the first to invest significantly. Each of these businesses are large enough to justify it.

Cloud 312
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From $1M to $3B ARR: Databricks CRO Ron Gabrisko on Scaling a Revenue Rocket Ship

SaaStr

In the latest episode of SaaStr’s CRO Confidential Series, our host Sam Blond sits down with Ron Gabrisko, CRO of Databricks , to unpack the journey from $1M in ARR to crossing $3B ARR at the end of January 2025. Because thats how their customerswho were used to AWS, Azure, and GCP pricingexpected to buy.

Scale 182
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Best Applicant Tracking Systems for 2025

How To Buy Saas

In the fast-paced hiring landscape of 2025, an Applicant Tracking System (ATS) has become an essential tool for companies of all sizes and sectors. Importantly, ATS platforms have evolved with AI-driven features , diversity and bias reduction tools , and deep analytics to meet todays hiring challenges.

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How Chargeback Makes IT Strategic in the Eyes of the CFO

Blulogix

AI, cloud migrations, platform consolidation) For example, instead of saying We need $5M for cloud, IT can now say, Our AWS costs support 12 agencies. Costs come in, Read More May 21, 2025 Blog Why Cloud Adoption Demands Better Internal Billing Public sector IT is moving to the cloudand fast. Heres a breakdown.

AWS 59
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Forgot the SaaS Gloom and Doom on Social. ‘Just Build’ with SaaStr CEO and Founder Jason Lemkin

SaaStr

SaaStr founder and CEO Jason Lemkin shares his take on the current SaaS landscape midway through 2024 and what might be coming next in 2025 at the opener to this year’s SaaStr Europa. The three worlds are: B2B2C B2B2B AI And then there are folks in impacted categories like ZoomInfo , where things haven’t really improved. Just build.

CTO Hire 147