… As always, I have some fun trying to figure out how much of AWS revenue is for core systems – servers, storage, and networking – and how much is for higher level platform and application software. …
… But trust me, when you buy Nvidia GPUs, you are paying for all that free software. …
… To further confuse everyone, Microsoft lumps all of its cloud-based software and services into a single category called Microsoft Cloud. …
… Code assistants, as it turns out, are the killer app for GenAI, much to the chagrin of millions of programmers worldwide but not to the programming managers who have mastered the art of keeping hundreds of AI coding agents busy working 24/7 on software projects. …