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AI Reaccelerating Cloud Growth

Tom Tunguz

Yesterday, both Google and Microsoft announced their earnings for their cloud businesses. I’ve been tracking the growth rates of these companies and product lines for the last 18 months to develop a broad gauge of enterprise buying patterns after the downturn. They’ve crossed the mark 2 years early.

AI Search 312
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Profit Dollars per GPU Dollar

Tom Tunguz

” Those quotes from Amazon & Microsoft last week underscore the dramatic transformation in cloud growth rates. Cloud Growth Rates Nadir This Quarter % Change AWS 12 19 58.3% Azure 26 33 26.9% Across the 3 major clouds, the growth rates have increased between 27% and 58% from their nadir about a year ago.

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Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022!

SaaStr

Aiven provides managed open source data technologies on all major clouds. With Aiven, developers can do what they do best: create applications. Meanwhile, we do what we do best; manage cloud data infrastructure. The post Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022!

Cloud 268
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Microsoft as a Mirror - What We Can Expect for SaaS in 2023

Tom Tunguz

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.

Azure 256
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5 Interesting Learnings from DigitalOcean at $500,000,000 in ARR

SaaStr

So DigitalOcean is the quiet Cloud platform that keeps on growing. Focusing on smaller developers, in some ways it’s been a bit overshadowed by AWS, Azure, and Google Cloud. DigitialOcean doesn’t want to take AWS, Azure and Google on in the enterprise and doesn’t really try. Wow what a story!!

Azure 270
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Top Cloud Stories of The Week!!

SaaStr

What did the 100,000+ subscribers to SaaStr’s Cloud Daily find most interesting in the Cloud this week? 2: LinkedIn is Migrating to Microsoft Azure. 3: Microsoft Invests $1 BIllion in OpenAI to Develop AI Technologies on Azure. The Cloud Wars continue to heat up. Cloud is Huge. and Europe). #6:

Cloud 34
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10 Predictions for Data at the Impact Summit

Tom Tunguz

Look no further than the massive companies pushing the public & the private market forward: Snowflake, Databricks, Amazon, Azure, Google Cloud. Cloud databases generated $39b in spend , about half of all database revenue. Cloud databases generated $39b in spend , about half of all database revenue.

Data 281