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The Curious Case of AI, Funding and Cloud Credits
Manage episode 400335420 series 2285741
Big 3 cloud providers investing in AI with cloud credits. $7 trillion dollar big plans. VCs concerned about AI valuations. It feels like a new set of rules are being created.
SHOW: 794
CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw
CHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"
SHOW SPONSORS:
- CloudZero provides immediate and ongoing savings with 100% visibility into your total cloud spend
- Learn More About Azure Offerings : Learn more about Azure Migrate and Modernize & Azure Innovate!
- Azure Free Cloud Resource Kit : Step-by-step guidance, resources and expert advice, from migration to innovation.CloudZero – Cloud Cost Visibility and Savings
SHOW NOTES:
- Microsoft invests $10B into OpenAI
- Amazon invests $b in Anthropic
- Google invests $2B in Anthropic
- Cloud GPUs
- Can you trust AI valuations, MANG investments (BG2 Podcast)
- Big Cloud deploys 1000s of GPU for AI - but revenues should be higher (El Reg)
- Tracking CAPEX by the big 3 cloud providers
- Sam Altman seeks (up to) $7 trillion for new chip building (and comps)
ARE CLOUD CREDITS THE NEW VENTURE CAPITAL?
- “Microsoft's Q2 2024 earnings report states that AI services contributed 6 percentage points of growth to Azure revenue. This is an increase from 3 percentage points in the previous quarter.”
KEEP AN EYE ON AI USAGE “TRENDS” FROM THE BIG CLOUD PROVIDERS
- Is this a problem for VCs?
- Is this “good” revenue for the cloud providers?
- Are they just smart for utilizing an asset that they can monopolize?
- How to track user-growth (e.g. OpenAI) and cloud-usage-growth (e.g. Big 3)
- How much will people invest to build an alternative to NVIDIA?
FEEDBACK?
- Email: show at the cloudcast dot net
- Twitter: @cloudcastpod
- Instagram: @cloudcastpod
- TikTok: @cloudcastpod
874 tập
Manage episode 400335420 series 2285741
Big 3 cloud providers investing in AI with cloud credits. $7 trillion dollar big plans. VCs concerned about AI valuations. It feels like a new set of rules are being created.
SHOW: 794
CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw
CHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"
SHOW SPONSORS:
- CloudZero provides immediate and ongoing savings with 100% visibility into your total cloud spend
- Learn More About Azure Offerings : Learn more about Azure Migrate and Modernize & Azure Innovate!
- Azure Free Cloud Resource Kit : Step-by-step guidance, resources and expert advice, from migration to innovation.CloudZero – Cloud Cost Visibility and Savings
SHOW NOTES:
- Microsoft invests $10B into OpenAI
- Amazon invests $b in Anthropic
- Google invests $2B in Anthropic
- Cloud GPUs
- Can you trust AI valuations, MANG investments (BG2 Podcast)
- Big Cloud deploys 1000s of GPU for AI - but revenues should be higher (El Reg)
- Tracking CAPEX by the big 3 cloud providers
- Sam Altman seeks (up to) $7 trillion for new chip building (and comps)
ARE CLOUD CREDITS THE NEW VENTURE CAPITAL?
- “Microsoft's Q2 2024 earnings report states that AI services contributed 6 percentage points of growth to Azure revenue. This is an increase from 3 percentage points in the previous quarter.”
KEEP AN EYE ON AI USAGE “TRENDS” FROM THE BIG CLOUD PROVIDERS
- Is this a problem for VCs?
- Is this “good” revenue for the cloud providers?
- Are they just smart for utilizing an asset that they can monopolize?
- How to track user-growth (e.g. OpenAI) and cloud-usage-growth (e.g. Big 3)
- How much will people invest to build an alternative to NVIDIA?
FEEDBACK?
- Email: show at the cloudcast dot net
- Twitter: @cloudcastpod
- Instagram: @cloudcastpod
- TikTok: @cloudcastpod
874 tập
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