Tomasz Tunguz
Обзор финансовых показателей крупнейших технологических компаний в сфере генеративного ИИ. Портфель GenAI-бизнеса IBM достиг $5 млрд с момента запуска, прибавив около $2 млрд за квартал. Accenture сообщила о $1,2 млрд новых заказов в GenAI. Годовой темп выручки AI-бизнеса Microsoft превысил $13 млрд (рост 175% год к году). OpenAI прогнозирует выручку $11,6 млрд, Anthropic — $1 млрд, а Salesforce завершила год с $900 млн ARR в Data Cloud и AI. Квартальная выручка NVIDIA составила $31 млрд.
IBM
We continue to gain momentum with our GenAI book of business growing to over $5 billion inception to date, up by about $2 billion quarter-over-quarter. Approximately 1/5 of this book of business comes from Software and the remaining 4/5 is Consulting.
Accenture
We had another milestone quarter in GenAI, with $1.2 billion in new bookings and approximately $500 million in revenue.
Microsoft
And our AI business has now surpassed an annual revenue run rate of $13 billion, up 175% year-over-year.
OpenAI
OpenAI has forecasted $11.6 billion in revenue next year (2025), about $4b
Anthropic
1b,w
Salesforce
We ended this year with $900 million in Data Cloud and AI ARR. I