Aside from Nvidia, perhaps only the hyperscale cloud computing as a service suppliers already are making money from artificial intelligence at a significant level, as in billions of U.S. dollars per year.
Nobody really knows how big a revenue contribution “artificial intelligence as a service” now contributes to Amazon Web Services, Microsoft Azure or Google Cloud revenue. But estimates by Gartner and Forrester Research analysts suggest “AI as a service” might contribute $1.5 billion to $2 billion for Google Cloud; $3.5 billion to $4 billion for Azure and perhaps $5 billion to $6 billion for AWS.
Virtually everyone who thinks about this might agree that revenue for AIaaS should continue to grow. As a percentage of total revenue, Gartner believes AIaaS will represent five percent to 10 percent of Google Cloud revenues by about 2025; some eight to 12 percent of Azure revenue; and perhaps 10 percent to 15 percent of AWS revenue, all by 2025.
While not providing exact figures, Microsoft, Google, and Amazon discussed AI's role in their recent financial reports.
Microsoft third quarter2024 earnings call attributed three percentage points of the 29 percent revenue increase in Azure to AI.
Google’s first quarter 2024 earnings call mentioned AI's positive impact on Google Cloud and YouTube, but without specific revenue figures.
AWS now has a $100 billion annual run rate. If revenue related directly to AI is three percent of AWS total revenue, that implies $3 billion in annual AWS revenues.
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