Sooner rather than later, financial analysts tasked with quantifying the revenue impact of artificial intelligence were bound to start asking questions about direct revenue lift. That tends to be a bit opaque since new products, with relatively low revenue contributions, tend not be broken out explicitly when financial reporting happens.
You might recall that it took some time before Amazon and Microsoft would break out cloud computing revenues, for example. That same process now applies to AI revenues.
Company | AI Revenue Source | Estimated AI Revenue | Impact on Overall Revenue |
Google | Google Cloud Platform AI Services (Dialogflow, AI Platform) | $2.5 - $3.0 billion | 12 - 15% of GCP revenue, 3 - 4% of total revenue |
| Advertising and Marketing Tools with AI (Google Ads, Marketing Platform) | $1.0 - $1.5 billion | 5 - 8% of advertising revenue, 1 - 2% of total revenue |
| Search and other Google Apps with AI (Google Assistant, Photos) | Indirect growth contribution | ? |
Microsoft | Azure AI Services (Azure AI, Azure Machine Learning) | $5.0 - $6.0 billion | 20 - 24% of Azure revenue, 8 - 10% of total revenue |
| Productivity and Business Applications with AI (Office 365, Dynamics) | Indirect growth contribution | ? |
| Search and Advertising with AI (Bing, Dynamics 365 Marketing | Indirect growth contribution | ? |
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