Cloud Demand Generative AI Revenue 
VC Cafe
AUGUST 30, 2023
The Information revealed that OpenAI passed the $1 billion revenue pace over the next 12 months, far ahead of its projections. Much excitement for AI remains in the techindustry. One of the main beneficiaries of all of this is of course Nvidia, which currently provides the best performing GPUs for generative AI.
ReadWriteStart
DECEMBER 8, 2023
Innovations such as edge computing, decentralized cloud storage, and privacy-enhancing tools will be in high demand due to the growing demand for efficient, secure, and scalable data storage solutions. Companies that can adapt quickly to the growing demand for digital experiences will have a competitive edge in 2024.
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VC Cafe
APRIL 17, 2023
“The unanticipated demand to create AI software has outstripped the cloud service capacities of Amazon Web Services (AWS), Microsoft, Google Cloud, and Oracle” The Information The big challenge in generative AI is GPU shortage and costs. They get their investment dollars back in the cloud bill.
VC Cafe
MAY 1, 2023
App Store Wars: Apple dominated the app store wars, building a walled garden around its App Store and generating significant revenue from app sales and in-app purchases. We are seeing some of this play out in the generative AI space, where the cloud providers are active investors to attract future revenue.
Steve Blank
MAY 17, 2022
For the last 75 years computers (we’ll call these classic computers) have both shrunk to pocket size (iPhones) and grown to the size of warehouses (cloud data centers), yet they all continued to operate essentially the same way. Synthetic data generation-to feed false information. AI Attack Surfaces. Classic Computers.
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