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Home > The Cloudcast (.net) - Weekly Cloud Computing Podcast > The Curious Case of AI, Funding and Cloud Credits


	Podcast:		The Cloudcast (.net) - Weekly Cloud Computing Podcast
	Episode:		The Curious Case of AI, Funding and Cloud Credits
	Category:		Technology
	Duration:		00:24:14
	Publish Date:		2024-02-11 06:00:00
	Description:		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
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