Tag: enterprise spending
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Tomasz Tunguz: The AI-Driven Cloud Market Share Shift
Source URL: https://www.tomtunguz.com/cloud-market-share-shift-2025/ Source: Tomasz Tunguz Title: The AI-Driven Cloud Market Share Shift Feedly Summary: What force could dethrone AWS after more than a decade of unchallenged dominance? For years, Amazon Web Services ruled the cloud infrastructure market. It was the default choice without a question for every startup. Then OpenAI released GPT-4. Microsoft’s exclusive…
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The Register: AI hype led to an enterprise datacenter spending binge in 2024 that won’t last
Source URL: https://www.theregister.com/2025/01/08/synergy_research_dc_report/ Source: The Register Title: AI hype led to an enterprise datacenter spending binge in 2024 that won’t last Feedly Summary: GPUs and generative AI systems so hot right now… yet ‘long-term trend remains,’ says analyst Bets on the future demand for AI drove a 48 percent jump in spending on public cloud…