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Clouded Judgement 4.26.24 - Azure Gives Positive Infra Software Preview

Clouded Judgement

Subscribe now Azure Report - Cloud Infra Looks Good! For software, all eyes were on Azure - which grew 31% YoY (ahead of expectations closer to 29%). Azure doesn’t disclose exact Azure quarterly revenue (they disclose growth rate in absolute terms and in constant currency), but there are good estimations.

Azure 177
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Microsoft customers locked out of Azure and M365 services due to geolocation error

IT World

Some Microsoft customers were unable to access the company’s Azure and Microsoft 365 services on Thursday due to an issue with Microsoft’s geolocation services. Just after 12 p.m.

Azure 139
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AI Reaccelerating Cloud Growth

Tom Tunguz

“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 297
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58% of You Say Sales Cycles Are Even Longer in 2024

SaaStr

And AI is obviously on fire, pulling up AWS, Google Cloud, Azure, etc. SaaS outside of classic “B2B’ is often holding up well. Klaviyo, Toast, etc. just had very strong quarters. More B2B2C there. Security remains on fire overall as well. But classic B2B SaaS is definitely in many cases seeing tougher times.

Azure 247
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Cloud-Based Solutions: The Sky Is the Limit for Retail Success

Speaker: Ryan Bryers, SVP of Global Engineering

With technology giants like Google, AWS, and Azure leading the charge, the true value of the cloud extends far beyond cost savings. In a rapidly evolving industry, the shift from traditional on-premise systems to cloud-based solutions has become crucial for retail success.

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The Capex Conquest in the Cloud

Tom Tunguz

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.

Cloud 293
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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. The total customer count for Azure’s OpenAI has grown dramatically. From Coursera and Grammarly to Mercedes-Benz and Shell, we now have more than 2,500 Azure OpenAI service customers, up 10x quarter-over-quarter.

AI Search 207