Clouded Judgement

APRIL 11, 2024

It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. If we break this down and look at Azure and AWS independently (graphs below), you’ll see how the AWS “swings” were a lot more volatile.

Cloud 177

Cloud Software Azure AWS 177

Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. which feels unlikely.

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

How To Buy Saas

APRIL 25, 2024

The Development of the SaaS Field through Years Today, the software as a service market boasts tremendous global revenue and is projected to achieve a valuation of $232 billion in 2024. To evaluate these benefits, a soft launch in 2024 will allow us to observe the system’s impact without full-scale implementation.

Artificial Intelligence 52

Artificial Intelligence AI Trends Machine Learning 52