Show Notes
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: 794CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:CloudZero provides immediate and ongoing savings with 100% visibility into your total cloud spendLearn 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 SavingsSHOW NOTES:Microsoft invests $10B into OpenAIAmazon invests $b in AnthropicGoogle invests $2B in AnthropicCloud GPUsCan 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 providersSam 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 PROVIDERSIs 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 netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpodFEEDBACK?Email: show @ the enterprise ai show dot comeBluesky: @EntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow