Tom Tunguz

APRIL 30, 2024

Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. Larger quantities of our latest generation Trainium2 is coming in the second half of 2024 and early 2025.” 8 percentage points increased margins in a quarter is titanic.

Cloud 295

Cloud AWS Azure AI 295

Tom Tunguz

OCTOBER 23, 2023

Yesterday, both Google and Microsoft announced their earnings for their cloud businesses. “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 299

AI Search AI Cloud Azure 299

SaaStr

FEBRUARY 20, 2021

So we’ve had a lot of fun in our 5 Interesting Learnings profiling the top SaaS and Cloud companies at scale, from Slack to Zoom, from Shopify to Datadog, from Box to DropBox. But are AWS, Azure and Google Cloud just too big for us to learn from? Google Cloud sees it hitting $760B+ in 2025.

Cloud 214

Cloud Azure AWS Scale 214

SaaStr

APRIL 8, 2020

In 2015, Microsoft wanted to help accelerate its SaaS / Cloud strategy and made a bunch of bets. Once Office 365, Azure, etc. took off, and Microsoft’s Cloud strategy became clear … a new task manager wasn’t important enough. Once Office 365, Azure, etc. They didn’t all have to work out. But the bet just didn’t pan out.

Azure 287

Azure Cloud Acquisition Strategy 287

SmartKarrot

JANUARY 18, 2022

A report from Bain & Company predicted that “Indian SaaS companies will reach $30 billion in revenue by the year 2025”. CloudCherry is a cloud-based CRM ( customer relationship management ) company that assists its clients’ tracking and enhancing their customer engagement. CloudCherry. Capillary Technologies.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11

OpenView Labs

JANUARY 24, 2022

So, it’s no wonder that it has been a massive year in the Cloud Marketplace business. We thought it would be great to take a look back at our State of the Cloud Marketplaces Report and share some of the key findings for those who may be planning to launch their Cloud Marketplace business in 2022. .

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77