AI GCP(Google Cloud Platform) Trends 
Tom Tunguz
APRIL 25, 2023
I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Yesterday, Microsoft & Google announced earnings. Google Cloud Platform (GCP) & Microsoft Azure had strong quarters with about 28% annual revenue growth each.
Clouded Judgement
JUNE 19, 2024
GCP data is a bit more noisy as they don’t disclose GCP itself, but rather Google Cloud which includes GSuite. The charts below show the change in quarterly revenue YoY (so Q1 ‘24 rev - Q1 ‘23 rev) going back to 2017.
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Tom Tunguz
JULY 25, 2023
I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Yesterday, Microsoft & Google announced earnings. Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next.
Tom Tunguz
NOVEMBER 28, 2023
Consumption continued to grow in the month of October…Consumption trends have improved.” " As with many other companies reporting strength in the market, AI & unstructured data workloads are fueling growth. “I don’t even hear the words AI and budget in the same sentence.”
Clouded Judgement
AUGUST 11, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. While it is too early to call an end to cloud optimization and a significant level of macro uncertainty remains, these new trends, along with the tenor of our customer interactions are encouraging.” Follow along to stay up to date!
Clouded Judgement
NOVEMBER 10, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now OpenAI Updates OpenAI had their big developer day this week, and I wanted to call out two key announcements (and trends): increasing context windows and decreasing costs. 2024 will be the year of AI applications!
Clouded Judgement
SEPTEMBER 27, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Follow along to stay up to date! Why am I mentioning all this?
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