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AI Reaccelerating Cloud Growth

Tom Tunguz

Yesterday, both Google and Microsoft announced their earnings for their cloud businesses. 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.”

AI Search 312
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Microsoft's Billion Dollar AI Business

Tom Tunguz

Google Cloud Platform (GCP) & Microsoft Azure had strong quarters with about 28% annual revenue growth each. But the story in this quarter’s reports is AI. The total customer count for Azure’s OpenAI has grown dramatically. Another data point I’m watching is Bing search share.

AI Search 266
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How Shopify Implements AI Across Sales and Product with Mike Tamir, Head of AI at Shopify, and Rudina Seseri, Managing Partner at Glasswing Ventures

SaaStr

At SaaStr AI Day , Mike Tamir, Head of AI at Shopify, and Rudina Seseri, founder and Managing Partner at Glasswing Ventures, level-set about where we are in the cycle for Enterprises adopting AI and the critical work being done at Shopify to leverage AI and solve real problems. The future of Enterprise is “Ambient AI.”

AI Search 294
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When 1% Market Share Shifts Represent $5b of Market Cap

Tom Tunguz

If it wasn’t clear before, AI is the single biggest revenue driver in cloud. Microsoft’s Azure is winning share directly from Amazon. ” Much of the AI spend is at the enterprise, where a 50% reduction in customer support cost or a 75% increase in engineering capacity filters billions to the bottom line.

Azure 213
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Clouded Judgement 4.28.23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. As I’ve mentioned before, everyone is searching for the “bottom.” Azure reported on Tuesday and gave us that glimmer of hope.

Cloud 130
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The 3 Best Analytics Companies of 2020

Neil Patel

SEO – Analyzing the best keywords to target, as well as writing great pieces of content to rank in search engines, similarly reflects the importance of a holistic analytics partner. Known as their “AI Factory”, Artefact also works with cloud service providers like Azure to ensure they have a robust infrastructure.

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How to Become a Data Scientist [+Tools and Resources]

User Pilot

Utilize filters to search for “data science internship” or related terms, and refine your search by location, company size, or industry. Microsoft Certified: Azure Data Scientist Associate by Microsoft : Ideal for those looking to specialize in Azure cloud data science.