AI Revenue Breakdown: Infra, Models, and Hardware

The latest AI Customer Adoption Report by UBS says that "infra, data, and, security" are the categories most benefiting from the AI investments by enterprises. We are seeing this everyday in our customer conversations. Enterprises (and ISVs that sell to them) are realizing that you can have any number of successful demos and pilots that show the value of what AI can do but you can't move them into production unless you are ready on 3 counts: - Infra - Data - Security This is why leading SI firms like Accenture are doubling down on this.

Microsoft just signed a $17.4B deal with Nebius for AI infrastructure. Stock jumped 55%. But here's what nobody's talking about: Microsoft - the company building their own data centers - just admitted they can't keep up with AI demand. Real talk: If Microsoft needs outside help, every other company is screwed. → AWS, Google Cloud suddenly look less dominant → Third-party infrastructure providers are the new gold rush → Your AI costs are about to get interesting The kicker? This is a 5-year deal. Microsoft's essentially betting their AI future on a company most people haven't heard of. Plot twist: Maybe owning the infrastructure matters more than owning the AI models. Are you factoring infrastructure bottlenecks into your AI strategy, or just hoping the cloud scales forever? 🤔 #Microsoft #AI #CloudInfrastructure #Nebius #DataCenters

GPT-5 in Azure AI Foundry: Unlocking New Possibilities for Developers and Enterprises. By Naomi Moneypenny, Head of Azure AI Foundry Direct Models and Trupti Parkar, Product Manager, Azure AI Foundry Direct     It’s been only 30 days since launch of the GPT-5 models on Azure AI Foundry, and we’re seeing unprecedented uptake in usage both inside Microsoft’s products and across our customers and partners. Not only was this the biggest launch we’ve ever done for a new set of AI models, simultaneously delivering to our customers and inside our own products from GitHub to Microsoft 365; the first month’s momentum we’re seeing in... #techcommunity #azure #microsoft https://lnkd.in/gsX4Sv3H

Microsoft bet $13 billion on OpenAI. Azure's market share jumped to 25%. Now they're rewriting the rules of cloud competition. As a product designer, I'm fascinated by how this strategic move is reshaping the entire cloud landscape. The implications for product development are massive. Here's what's catching my attention: 🔹 Azure's revenue grew 33% while the cloud market expanded 22% to $79B in Q2 2024 🔹 They've got relationships with 85% of Fortune 500 companies 🔹 The cloud market is heading towards $1 trillion by 2028 What's really interesting from a product perspective: 1․AI integration is becoming the core differentiator 2․Multi-cloud is emerging as the preferred enterprise strategy 3․Smaller providers are struggling to keep pace with innovation The product implications are clear. We're moving from infrastructure-as-a-service to intelligence-as-a-service. Every product decision now needs to consider AI integration. This shift means rethinking our approach to product design. It's no longer just about user interface and experience. It's about embedding intelligence into every interaction. What's your take? Are you seeing AI integration becoming a must-have in your product roadmap? #ProductDesign #CloudComputing #AIStrategy 𝐒𝐨𝐮𝐫𝐜𝐞:https://lnkd.in/eGhU_N2H

With over 1,900 AI models in #Azure Foundry, integration tools like GitHub Copilot, #Microsoft Fabric, and Azure AI Search, Microsoft’s ecosystem in 2025 is designed for real business impact.  From agentic #AI and multi-agent orchestration to fine-tuning and secure deployment, the Azure stack is becoming central for how businesses adopt intelligent workflows. Read the article to see what’s new, what’s working, and how to bring Azure AI into your business processes https://lnkd.in/eqg6M26v

Everyone’s talking about how ISVs are thriving on Microsoft Fabric. Great news for them. But for enterprises, the bigger question isn’t “Is Fabric powerful?” (we know it is). It’s “Which solutions actually fit into our messy, real-world data ecosystem?” That’s where we step in. At Data Driven AI, we don’t just follow the hype—we help organizations make Fabric work in practice, weaving it into their data platforms without turning everything into a never-ending pilot project. We break it down in our latest blog: https://lnkd.in/gzQvR7He #MicrosoftFabric #EnterpriseData #CloudStrategy #Azure #FrontierFirm

The future of AI infrastructure is multimodel, multiagent, and built for enterprise scale. Explore the key announcements from Microsoft Build 2025 that reveal where AI and agents are headed—and how Microsoft Azure is empowering IT leaders: http://msft.it/6045soDfb

AI is moving fast-and it’s exciting to see Microsoft leading with multimodal models and multi‑agent orchestration across its stack. Big possibilities ahead for enterprise workflows, governance, and scale.

We’re witnessing a digital transformation—where intelligent systems drive innovation, boost productivity, and reshape the enterprise landscape. Microsoft’s vision for the open agentic web puts responsible AI and ethical governance at the center, ensuring these technologies remain tools that empower us, not redefine us. Worth a read if you’re interested in the evolving future of AI, real-world impact, and the principles guiding its adoption. #Microsoft #ResponsibleAI #Ethics #FutureOfWork #Osmosys

🚨 AI isn’t falling short because of weak models—it’s because most enterprises lack the infrastructure to make those models useful, secure, and trusted.    That’s why Day 2 of CData Foundations 2025 on September 24 is focused on what really makes AI work in the enterprise: interoperability, governance, and trust. You’ll hear from leaders at Google, Amazon Web Services (AWS), ServiceNow, Ellie.ai, Sisense, and more as they share hard-won lessons on moving beyond AI pilots to full-scale production.    From connecting siloed systems and embedding real-time insights into applications, to aligning autonomous agents with enterprise workflows—this event is designed to help you build AI that delivers real results: https://bit.ly/4gtXdLo #CData #CDataFoundations #TechEvents #AIready #EnterpriseAI #AIstrategy #DataGovernance