- The data points from a private GPU cloud infrastructure provider were a very bullish readthrough to GPU demand, Microsoft’s AI infra capabilities and the ramp of enterprise/software demand for training and inference compute.
- One F500 customer was at 1% Office Copilot roll-out, moving to perhaps 2% in a year as they a) fine-tune internal best practices and b) negotiate to get Microsoft much lower on price.
- One private flagged “copilot chaos,” with customers having to choose between AI copilots from seemingly every tech firm (we wonder if this creates pricing pressure and/or an evaluation slowdown).
- Popular use cases are AI apps for internal, domain-specific tasks (simple workflow automation).
- Little evidence of AI resulting in customer headcount cuts, but headcount reduction with 3rd-party managed services providers and (India-based) SI firms.
Categories: Leben (Life aka misc)Technology
