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Microsoft's Billion Dollar AI Business

Tom Tunguz

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. Just last week, Epic Systems shared that it was using Azure OpenAI Service to integrate this next generation of AI with its industry-leading EHR software.

AI Search 193
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Tabular: Turning Your Data Swamp into a Data Lakehouse with Apache Iceberg

Clouded Judgement

If you want features in your lakehouse (on top of open source Iceberg) for ingestion, CDC, streaming (file loading, Kafka connect, etc), schema evolution, compaction, optimization, time travel, snapshots, auto-scaling, maintenance (no more writing spark jobs to delete snapshots!), However, the two are intertwined together. Let's dive in.

Data 130