AI will flow to cloud service providers

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Acquire the instance or to a thirdparty model provider which invests approximately half of the revenue in cloud infrastructure It is reasonable to speculate that  of the total revenue of generative Based on this it is reasonable to speculate that  of the total revenue of generative AI will flow to cloud service providers In addition startups training their own models have raised billions of dollars in venture capital most of which as much as  in the early stages is often spent on cloud service providers Many publicly traded technology companies spend hundreds of millions of dollars each year on model training either working with




external cloud providers or directly with hardware manufacturers In technical terms this is often referred to as a lot of money  especially for an emerging market Most of this is spent on the three major clouds Amazon Qatar Phone Numbers  AWS Google Cloud Platform GCP and Microsoft Azure In fact according to foreign media reports in addition to the already public cooperation there are also a number of generative AIrelated companies that are discussing cooperation and alliances with cloud computing giants This has even led regulators to question the status of cloud computing giants as suppliers and competitors in cooperation to develop generative





AI Cloud vendors desire for open source As can be seen from the above for cloud vendors the market brought by generative AI is huge and to some extent this is also a twoway choice In early February this year Amazon and Google parent company Alphabeta successively released financial reports for the year ending Earlier on January  Microsoft also released its financial report for the second fiscal quarter of fiscal year ending on December  OctoberDecember  The cloud business sector in the three financial reports shows that in the fourth quarter of  Amazon AWS cloud service revenue was US billion compared with US billion in the same period last year a yearonyear increase of  Previously in the first second and third quarters of In the quarter Amazons cloud