AI Search Azure Cloud 
Tom Tunguz
OCTOBER 23, 2023
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.”
Tom Tunguz
APRIL 25, 2023
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.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
SaaStr
APRIL 26, 2024
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.”
Tom Tunguz
APRIL 25, 2024
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.
Clouded Judgement
APRIL 28, 2023
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.
How To Buy Saas
MAY 26, 2025
Retrieval-Augmented Generation (RAG) is a cutting-edge approach in AI that combines large language models (LLMs) with real-time information retrieval to produce more accurate and context-aware outputs. Industry leaders have quickly embraced RAG as a way to build more intelligent AI applications. and real SaaS examples using RAG.
Blulogix
MAY 21, 2025
AI, cloud migrations, platform consolidation) For example, instead of saying We need $5M for cloud, IT can now say, Our AWS costs support 12 agencies. Costs come in, Read More May 21, 2025 Blog Why Cloud Adoption Demands Better Internal Billing Public sector IT is moving to the cloudand fast. Heres a breakdown.
Expert insights. Personalized for you.
312 
Let's personalize your content