Strategic Foresight - Insights in Business and Technology

Microsoft's transformation under Satya is phenomenal, from a PC dominant player to being called the King of AI in Software and Cloud.   Where is the Growth Partnership with OpenAI Why Microsoft is called as The King of Generative AI in Software and Cloud.  My other posts on  AI Value Chain ,   Microsoft The King of AI in Software ,  Salesforce under the AI Cloud  ,  AWS is the Crown Jewel  and how  Generative AI can transform Telecoms ,  Energy and Utilities Source:  Seekingalpha ,  Bloomberg , Martinfowler.com,  Databricks.com  Linkedin,  Nvidia ,  Google ,  AWS

 Amazon, Microsoft and Google Evolution  - How these three Cloud Giants have evolved in terms of market cap and CEO leadership. -

 Salesforce - Under The AI Cloud  -- Marc Known for his mission and marketing mantra, ”The End of Software" Revolutionised the CRM industry by introducing Cloud-based service.  Despite facing tough competition from companies like Oracle, SAP, and Microsoft, it has emerged as the leader in this field. Today it commands 23% of the Global Market Share. Strategically acquired companies like Tableau, Slack (Data & Analytics) and MuleSoft (PaaS) to build a platform-centric flywheel by integrating CRM and Business System applications. With a Market Cap of US $209Bn and a Robust Economic Moat, it can become a $500Bn company by the end of this decade. Strategic shift from Competition (MSFT 365, ORCL) to Cooperation (Google, OpenAI) Risks to AI Ambitions My other posts on  AI Value Chain , Microsoft Transformation - The King of AI in Software and Cloud   and how  Generative AI can transform Telecoms ,  Energy and Utilities Source:  Seekingalpha ,...

 NVIDIA - The Godfather of AI - Why the Market is Bullish Key Message Q2 FY23 -  The data centre business, driven by demand from cloud providers and internet companies, played a vital role, contributing $10.32 billion (76% of total revenue). Gaming revenue also grew positively to $2.49 billion. Products like the H100 tensor core GPU, DGX supercomputers, inference platforms, and AI Infrastructure-as-a-Service in the cloud are poised to transform AI delivery, partnered with major cloud providers. Today Nvidia commands 70% of the AI Chip market. Other Key players are AMD, ARM (Softbank) and Intel.  If you take the other Nvidia divisions separate them out and add them together, revenues were up by 9.9% to $3.18Bn. That’s another way of saying that the Nvidia datacentre business is now 3.2x bigger than the rest of Nvidia, and the datacentre business now accounts for 76.4% of the overall sales for the company. A single chip can cost upwards of US$40K  and Open AI used abou...

Why Amazon Web Services (AWS) is a leader in cloud computing? Response from ChatGPT (Generative AI Tool) -- Amazon Web Services (AWS) is considered a leader in cloud computing for several reasons, which have contributed to its dominant position in the cloud services market:  Comprehensive Service Portfolio: AWS offers a wide range of cloud services, including computing, storage, databases, machine learning, analytics, IoT, security, and more. This extensive portfolio enables organizations to address diverse business needs within a single cloud provider. Global Reach: AWS has a global presence with data centres (Availability Zones) in multiple regions around the world. This global network infrastructure allows customers to deploy their applications and services close to their end-users for low-latency access. Scalability and Elasticity: AWS provides scalable and elastic infrastructure, allowing users to easily adjust resources up or down based on demand. This pay-as-you-go model is...

How Generative AI Can Transform Communication Service Providers (CSPs)  The global generative AI in telecom market size was at US $150.81Mn in 2022 and it is expected to rise to US $4.9Bn by 2032, with a CAGR of 41% from 2023 to 2032. Response from GenAI tool:  -- Generative AI has the potential to transform Communication Service Providers (CSPs) in several ways, enabling them to enhance their services, improve operational efficiency, and stay competitive in a rapidly evolving industry. Here are some key ways generative AI can drive transformation for CSPs: Enhanced Customer Experiences: Generative AI can be used to create highly personalised customer experiences. Chatbots and virtual assistants powered by generative models can provide 24/7 customer support, answer queries, and offer personalized recommendations, improving overall customer satisfaction. Natural Language Processing (NLP): Generative AI models can process and understand natural language, allowing CSPs to offer ...

Why Telcos are Struggling for ROI  Response from GenAI Tool -- The telecom sector has faced several challenges that have made it difficult to generate a satisfactory return on investment (ROI). While these challenges can vary by region and market conditions, here are some key factors contributing to the struggles of the telecom sector in generating ROI: High Infrastructure Costs: Building and maintaining the physical infrastructure for telecommunications networks, including towers, fibre optics, and data centres, requires substantial capital investment. The initial costs of rolling out networks and keeping them up-to-date can be burdensome. Intense Competition: Telecom markets are often highly competitive, with multiple providers vying for the same customer base. This competition can lead to price wars, reduced profit margins, and increased spending on marketing and customer retention. Regulation and Compliance: The telecom industry is subject to complex and evolving regulatory ...