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.
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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?
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