The big 3 cloud providers have been investing in AI startups with cloud credits. Is this good, bad, or concerning? Let’s dig into what it means.
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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?
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