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NVIDIA Hits $4 Trillion: What Founders Can Learn from the Greatest Growth Story Ever Told

SaaStr

The Infrastructure Domination (2020-2025): Becoming Indispensable Market Cap Journey: $323B → $4T+ The AI boom didn’t just benefit NVIDIA—it made them the most critical infrastructure provider in the most important technology transition of our lifetime.

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Global AI Race: Top 7 Countries Leading Full-Stack AI in 2025

How To Buy Saas

This fuels a robust ecosystem of AI chips (Nvidia, AMD), cloud AI services (AWS Sagemaker, Azure AI, Google Cloud AI), and SaaS integration (Salesforce Einstein, Microsoft 365 Copilot, Adobe Firefly). In 2025, U.S. private AI investment reached $125.3 billion, roughly 10× China’s $12.5

AI 69
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GTM 140: How Microsoft Scaled from $600M to $5B: The Enterprise Playbook with Hayden Stafford

Sales Hacker

Um, the goal was to bring all of those assets of Azure Modern Workplace, the business application side together, build a really powerful data set, um, all within that common data platform on Azure. Back then it was ML machine learning and. Just beginning his CEO career, uh, at, at Microsoft, I heard what the plan was.

Scale 63
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GTM 139: AI Agents Are Changing Everything — Microsoft’s VP of AI Agents on the New Era of Work and Software | Ray Smith

Sales Hacker

And it could have been described like basic machine learning, or just like kind of an automated spreadsheet on the back end, but they threw AI on it. cloud infrastructure and you know, many thousands, hundreds of thousands of startups, you know, built on top of Azure. Because something like that was happening.

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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. Machine learning shines as the one bright spot amidst declining growth.

Azure 256
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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. 2020 is the decade of data. It’s quite possible that data products have created more market cap than any other subsegment of SaaS in the last five years.

Data 279
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A Flare Across the Clouds : Cloudflare's Earnings Report

Tom Tunguz

Machine-learning companies are an important agent of growth & seem to be less loyal to a platform as they seek the most economical solution for their data storage & compute needs. Yesterday, Cloudflare announced earnings. I’m adding Cloudflare to the list of tracked companies for this series.

Cloud 242