Tom Tunguz

APRIL 30, 2024

Cloud Capex in Q1 AWS $14 billion Azure $14 billion Google Cloud $12 billion These are not one-time investments, but part of a broader trend that started to occur after the introduction of GPT 3 in mid-2020 Amazon was the first to invest significantly. Each of these businesses are large enough to justify it. “Moving to AWS.

Cloud 294

Cloud AWS Azure AI 294

Tom Tunguz

OCTOBER 23, 2023

“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.” They’ve crossed the mark 2 years early.

AI Search 298

AI Search AI Cloud Azure 298

SaaStr

FEBRUARY 20, 2021

But are AWS, Azure and Google Cloud just too big for us to learn from? Google Cloud sees Cloud revenues tripling in the next 5 years. Google Cloud sees it hitting $760B+ in 2025. Google Cloud continues its march upmarket, competing with Azure. The power of recurring revenue and multi-year, long-term customers.

Cloud 223

Cloud Azure AWS Scale 223

SmartKarrot

JANUARY 18, 2022

A report from Bain & Company predicted that “Indian SaaS companies will reach $30 billion in revenue by the year 2025”. The company offers a data analytics platform based on Amazon Web Services (AWS), Google Clouds, and Microsoft Azure. India has seen exponential growth in SaaS investments in the last decade.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11

OpenView Labs

JANUARY 24, 2022

At Tackle, we have seen our sellers experience huge revenue growth, the product catalog is expanding rapidly for buyers, and budgets are growing at unprecedented rates. We predict Cloud Marketplaces will exceed $10B in throughput by the end of 2023 and $50B by the end of 2025.

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77