Azure ChatGPT Cloud 
How To Buy Saas
JUNE 18, 2025
This surging investment spans AI chips, cloud platforms, and smart software. It covers the infrastructure (GPUs, cloud platforms, edge devices), software frameworks (TensorFlow, PyTorch, ML libraries), data pipelines , model development , and end-user applications or APIs. Governments and companies now invest billions: the U.S.
How To Buy Saas
MAY 26, 2025
All retrieval can be done behind your firewall or within your cloud, so data stays secure. Fine-tuning an LLM on domain data can require thousands of examples and periodic re-training to stay current which is expensive (in cloud GPU hours) and slow. RAG sidesteps this by keeping the model general and injecting knowledge as needed.
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Tom Tunguz
JANUARY 23, 2023
We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Segment Expected Growth Productivity 12% Office Commercial 6% Office On-Premise -25% LinkedIn 5% Dynamics 13% Intelligent Cloud 18% Azure 26% Server -3% Services -3% 2. At some point, the optimizations will end.
Tom Tunguz
MARCH 2, 2024
What happens when Facebook’s open-source model & Google’s closed-source model that powers Google.com & OpenAI’s models that power ChatGPT all work equally well? Computer scientists have been challenged distinguishing the relative performance of these models with many different tests.
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. “The number of $100 million-plus Azure deals increased over 80% year-over-year, while the number of $10 million-plus deals more than doubled. “We now have 1.8
Andreessen Horowitz
SEPTEMBER 25, 2023
Over the past couple of years and maybe the past 12 months, in particular, with the launch of ChatGPT and GPT-4, you can really see the potential of the platform in the same light as the personal computer or the smartphone. That partnership has been going for 4 years now and started as a, “Hey, we are a hyperscale cloud.
How To Buy Saas
MAY 27, 2025
LLM Name Creator Parameters Context Window Key Strengths Best Use Cases Availability License Type GPT-4 Turbo OpenAI Not Public Up to 128K tokens Context length, instruction-following, multimodal Chatbots, code gen, docs, translation API via OpenAI Commercial Gemini 2.5 summarizing customer video calls).
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