Clouded Judgement 11.1.24 - Amazon, Google, Microsoft & Meta on AI and CapEx
Clouded Judgement
NOVEMBER 1, 2024
” “Azure OpenAI usage more than doubled over the past 6 months” “GitHub Copilot enterprise customers increased 55% quarter-over-quarter” Google on AI “Gemini API calls have grown nearly 14x in a 6-month period.” ” No commentary on 2025 AWS CapEx Q3 CapEx: $22.6B This is $15.2B
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