⭐ Nikesh M.

Things to watch in the GPU Cloud Market in 2025 Verticalization? – How will tailored clouds for verticals like healthcare, finance, and autonomous vehicles shape the market? Pricing Model Evolution? – After pricing has dominated, will on-demand emerge as a more mainstream option for buyers? Will we see a shift to pay-per-model and subscription-based plans, making GPU clouds more accessible to startups and SMBs? Who’s Buying & Who’s Getting Bought? – M&A is inevitable. Will 2025 reveal the strategic buyers, the acquisition targets, and who might be falling behind? Advancements in Model layer & ROI? – AI infrastructure spend hinges on continued progress in the model and application layers. Agentic AI and next-gen models will determine whether scalers and enterprises continue justifying their investments. Geographic Expansion? – NeoCloud providers will target emerging and underserved markets like Southeast Asia and South America to fuel the next phase of growth. How much demand can be unlocked in those regions? Data Sovereignty Changes? – Government and Regulation are one of the most powerful market forces. Will changes in regulatory landscape shake things up? 2025 is going to be a pivotal year for GPU cloud providers. What am I missing on this list? ——— PS> I help AI infra companies build GTM teams. Dm me if can help. #GPUCloud #NeoClouds #AIInfrastructure #GPUaaS #GoToMarket

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15 years ago I told Ameesh Paleja, then an Amazon Sr. Manager on my team, that I could see he would surpass me. Now Ameesh is an EVP at Capital One and has clearly done so. Ameesh's successful recipe from my perspective: 1) Absolutely relentless hard work 2) Stellar ownership and delivery 3) Non-stop self-advocacy (pushing for bigger opportunities) 4) Willing to make deals to grow (I will over deliver but I want X in return) 5) Confident enough to repeatedly leave good jobs for bigger opportunities. He was never static or satisfied. On Thursday at 5 PM PST, Ameesh will be my guest for a live discussion of his career path from Computer Science undergrad through Amazon Director on to CEO of his own startup and then senior executive roles at both Google and Capital One. We'll cover each step in his career, how he saw his decisions and how I saw them as his manager for 8 years from mid-level SDE to high level Director. Ameesh has had something of a model career you can study and learn from. He switched majors from engineering to CS classic family pressure to become an engineer. Then he worked at Microsoft before coming to Amazon. After Amazon raised money, founded and built his own startup, and served as CEO at Atom Tickets. At the same time, he has had some struggles and sideways moves before ultimately becoming a VP at Google and then an EVP at Capital One. You can register for the LIVE discussion here: https://lu.ma/e1ed2eo7 To attend live and particpate in the discussion you must be a committed, paying member of our career development community: https://lnkd.in/gXh2pdK2 You can get access to the recorded version of the talk for free by registering at the same link. We'll release the recorded version with a day or two of the live event, as soon as we have it uploaded for distribution. For comments, I would love to hear what you would like me to ask Ameesh on Thursday!

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SaaS Daily Funding News $330m+ invested into the software industry. Details 👇 Cohesity - Series F - $150m - offers hyperconverged secondary storage for backups, test/dev, file services, and analytics use cases. NightVision - Seed Round - $5.4m - Web & API security testing company Dot Compliance - Series B - $17.5m - delivers the industry's first ready to use cloud-based quality and compliance management solution for regulated industries. HumanX - Seed Round - $6.m - focuses on AI serves as a catalyst for enterprises. PineGap.ai - Seed Round - $2.5m - an AI-powered equity research platform for Wall Street Qureight - Series A - $8.4m - an imaging analytics company. Ecotrak Facility Management Software - Series Unknown - $30.m - offers a mobile-first, web-based asset management SaaS platform to manage its facilities online. Clientell - Seed Round - $2.5m - offers no-code machine learning platform to analyze consumer data and predict behaviour Lawhive - Seed Round - $11.8m - on a mission to make legal help accessible to everyone. Apify - Series Unknown - $2.9m - a web scraping and browser automation platform that can turn any website into an API. Bridgewise - Series A - $21.m - aims to become the industry standard for equity research by applying advanced AI My Emissions - Seed Round - $1.6m - platform for food companies to accurately measure and reduce carbon emissions. Official carbon labelling partner of Just Eat. ClickPost - Series A - $6.m - a logistics intelligence platform that helps companies use data science to improve supply chain performance. Cozero - Series A - $6.9m - empowers companies to decarbonize and boost their business performance. GridBeyond - Series C - $55.3m - wireless energy management and control systems for retail, commercial and industrial users. Take2 AI - Seed Round - $3.m - AI-Powered job simulation platform for sales recruiting. #saas #software #startups #venturecapital #technology #startup

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Healthcare has a data problem, and Innovaccer is the surgeon in the room wielding AI like a scalpel. With a $275M Series F funding round at a valuation of $3.45B, this San Francisco-based powerhouse isn’t just patching up the industry—it’s systematically eliminating the inefficiencies that have plagued it for decades. Leading this charge are Abhinav Shashank (CEO), Kanav Hasija (Chief Product Officer), and Sandeep (Sandy) Gupta (COO), whose vision for a unified #healthcaredata ecosystem is reshaping a $4 trillion market. The roster of investors reads like a who’s-who of institutional heavyweights—, Banner Health, Danaher Corporation, Generation Investment Management, Kaiser Permanente, and M12, Microsoft's Venture Fund—each one placing bets on Innovaccer’s ability to deliver not just data, but clarity. Their Healthcare Intelligence Cloud doesn’t just integrate fragmented #patientinformation; it normalizes, analyzes, and transforms it into actionable insights. Over 130 healthcare organizations and 6 of the top 10 U.S. #healthsystems already depend on Innovaccer to cut through the noise and make sense of their data chaos. The impact isn’t theoretical. Innovaccer’s platform is reportedly saving healthcare organizations a staggering $400M annually, not just by trimming waste but by fundamentally improving #caredelivery. When you turn healthcare data into a living, breathing system of insights, workflows run smoother, patients are happier, and administrators finally breathe a little easier. This is more than a painkiller—it’s the operating table the industry has been waiting for. And this funding? It’s a fuel injection into a rocket already in orbit. The company is set to expand its AI capabilities with next-gen #copilots for #utilizationmanagement, #priorauthorization, and #clinicaldecision support. It’s also building a developer ecosystem to drive innovation and partnerships. Acquisitions like Cured by Innovaccer and Pharmacy Quality Solutions weren’t just headline-grabbing moves—they were precision strikes, bringing #CRM muscle and #pharmacy insights to a platform that increasingly looks like the operating system for healthcare itself. But here’s where it gets interesting: Innovaccer’s approach isn’t just a band-aid for a broken system; it’s a new paradigm. As data becomes healthcare’s most valuable currency, Innovaccer is poised to redefine how that currency is spent. The real question isn’t whether the industry will catch up—it’s how far ahead Innovaccer can get while everyone else is still searching for a map. For those watching from the sidelines, it’s time to pay attention. Innovaccer isn’t just connecting dots; it’s drawing a roadmap for what healthcare could be. The stakes are enormous, and the story is just getting started. #Startups #StartupFunding #HealthCare #HealthTech #PatientCare #VentureCapital #Technology #HospitalTech #Hospitals #AI #DataDriven #Innovation #Disruption #TechEcosystem #StartupEcosystem

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We used #AWS Bedrock, Lambda, S3, AWS DynamoDB, and SQS to speed up clinical referral processing by 80%, achieving 95% accuracy. Over 100 million referrals are requested annually, yet nearly half are incomplete. Consequence—incomplete transfers of patient records, test results, and other critical information between primary care providers and specialists, resulting in delayed patient care! To address this issue, we introduced Addy Healthcare, an automated solution designed to streamline the referral process, improve efficiency, and patient care. Learn more on AWS Marketplace: https://lnkd.in/dBXAG2sj #AWSPartner #AWSBedrock #Lambda #AWSDynamoDB #SQS #AWSReinvent

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🚀 Exciting Innovation in Search AI! 🚀 Search AI Lake and Elastic Cloud Serverless are here! A cloud-native architecture for real-time, low-latency search. 🌐 - Organizations will benefit from: Seamless Search: Search AI Lake can dive into vast amounts of unstructured data without needing metadata or tables, making it ideal for AI training, security, and observability workloads. - Scalability: By decoupling storage from compute, Elastic promises enormous scalability, making this tool perfect for training large language models (LLMs). - Advanced Search Capabilities: Supports traditional, vector, hybrid, and faceted search, enhancing applications like GenAI training and Retrieval Augmented Generation (RAG). - Interoperability: Uses the Elastic Common Schema (ECS) format and the Elasticsearch Query Language, enabling federated searches across diverse data sources. - Real-Time Processing: Built on the robust foundation of ElasticSearch, known for its real-time data processing and open-source roots. 👉 Learn more in @techzine article here: https://lnkd.in/dJzy5nEi Join the conversation and share your thoughts on how this innovation could impact your data strategies! 💬 #DataInnovation #SearchTechnology #AITraining #BigData #ElasticSearch #GenAI #TechNews

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The AI landscape continues to evolve rapidly, and the launch of OpenAI's latest model, GPT-4, marks a significant milestone. This new generation of AI promises enhanced capabilities, more nuanced understanding, and broader applications that could transform industries. As leaders and innovators, it's crucial to understand and engage with such advancements. GPT -4's potential to drive efficiency, foster innovation, and solve complex challenges is immense. Let's delve into how this has the potential to transform the playing field for businesses and professionals completely. Stay curious and open to possibilities—the future is here! #AI #GPT4 #Innovation #TechnologyLeadership

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Cool to see that we helped with Gedeon's AI/ML journey. Gedeon, in addition to his work at the University of San Diego, was an AWS AI/ML scholarship student (Powered by Udacity). His story showcases how the skills he learned are making a positive impact on the environment by preventing electric batteries from heading to landfills using AI solutions. Check out his inspiring journey: [Link to the video](https://lnkd.in/gy99JbQa)

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🍔🍟 Scaling global observability? Hold the complexity. A global fast food chain with 35,000+ locations across 100 countries needed a unified approach to streamline data collection, reduce costs, and eliminate repetitive onboarding tasks. By implementing Cribl Stream, their observability pipeline now efficiently ships IT and security logs to multiple tools and Amazon S3 for long-term retention—all with reduced complexity. “We need to ship our security logs to at least three different teams, all with different security platforms. We also put the logs in Amazon S3 for long-term data retention and storage. Using Cribl reduces the complexity of that deployment, making it easy to stream the data to multiple destinations.” - Senior Technical Product Manager See how they did it: https://gag.gl/yN1GPA

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I'm thrilled to share that my exceptional colleague, Ryan Peterson, will be representing Invisory at this year's AWS re:Invent! 🤔 Are you feeling overwhelmed by cloud marketplaces? Trust me, you're not alone. But here's the thing - it doesn't have to be complicated. At Invisory, our platform + customer success team specializes in transforming this complexity into a clear, strategic pathway for your business. 💡 Why connect with Ryan at re:Invent? ✅ Get expert guidance on your marketplace journey ✅ Learn how to optimize your AWS presence ✅ Understand how to maximize your marketplace ROI ✅ See how Customer Success can transform your marketplace experience 🌟 Whether you're just starting your cloud marketplace journey or looking to enhance your existing presence, Ryan's expertise can help illuminate the path forward. 🤝 Want an introduction? I'd be happy to connect you! Drop a comment below or send me a DM to set up a meeting with Ryan at re:Invent. Looking forward to helping make valuable connections! 🚀 #AWSreInvent #CloudMarketplace #CustomerSuccess #AWS #CloudTechnology #SaaS #TechInnovation #Invisory

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🎯 Last Call for AWS re:Invent Meetings! Still planning your re:Invent schedule? There's still time to book a valuable session with Ryan Peterson from Invisory! Whether you're just starting your cloud marketplace journey or looking to optimize your current strategy, Ryan's expertise can help unlock your AWS marketplace potential. #AWSreinvent #CloudMarketplace #AWS #TechInnovation #NetworkingOpportunity #CloudTechnology

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🌐 Excited to introduce my conversation with Ash Vijayakanthan SVP of Cloud Sales and BD Partnerships at Redis, live from Google Cloud’s Marketplace Exchange! Redis, a favorite among developers, plays a crucial role in the data ecosystem, powering applications with high-performance caching and database solutions integral to GenAI. In this episode, Ash shares how Redis is leveraging Google Cloud Marketplace to meet customer demand for faster procurement and scaling, especially in light of large cloud commitments. Redis’s marketplace strategy not only retains customers but also expands deal sizes and accelerates closing times. Ash discusses Redis’s comprehensive partner program, enabling ISVs, OEMs, and SIs to build on the Redis platform, offering them both growth opportunities and collaborative engagement with Redis’s ecosystem. Ash’s advice to partners? Invest in the marketplace and empower your sales teams to maximize its potential—a strategy that’s driving Redis’s top-down engagements and delivering significant business value. Tune into The Ultimate Guide to Partnering to learn how Redis is redefining co-selling and scaling with Google Cloud! Watch here:https://lnkd.in/e4tFrfuZ

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Earlier this year, I shared the launch of Anthropic’s Claude 3 family of vision-enabled models on Amazon Bedrock. I am pleased to announce that Claude 3.5 Sonnet is now available to AWS customers; outperforming and operating at one-fifth of the cost of their previously most capable model, Claude 3 Opus. Claude 3.5 Sonnet can transcribe text from images, interpret charts and graphs, and write and edit code. This model raises the industry bar for intelligence- improving its writing capabilities to feel more authentic and allowing it to provide more accurate and comprehensive insights than any other foundation model. It is also a powerful model for complex enterprise tasks like context-sensitive customer support, multi-step workflows, and creating revenue-generating apps. Visit the Amazon Bedrock console to get started with Claude 3.5 Sonnet. https://lnkd.in/gudBiVwP https://lnkd.in/gV-YzN3K #AWS #Anthropic #AmazonBedrock #Claude #GenAI #GenerativeAI #MachineLearning

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Across the healthcare industry, thousands of staff hours are spent handling documents and manually entering data. But no longer. In our latest blog for #AWS, we explain how Acentra Health used AWS Cloud technology to help Medicaid agencies cut document processing times by more than 50% and lower costs by 40%. This allows staff to focus time on their more important mission: helping citizens. #Content #writing #AWS #IDP #AI https://lnkd.in/eAvuvAzV

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Speed up semantic search performance with token pruning for our ELSER model: https://lnkd.in/gePkdDpn #ElasticSearchLabs #SemanticSearch

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John Furrier and the SiliconANGLE & theCUBE team have published some of the best preview pieces ahead of Amazon Web Services (AWS)' #Reinvent conference. Today's piece is an interview with AWS chief Matt Garman about the future of cloud computing in a #generativeAI world. It's a good read ahead of Garman's keynote on Tuesday morning. Certainly helps put things into perspective. There are other in-depth talks Furrier has done with Amazon executives that are out now. I'm looking forward to hearing more #AI and #technology insights this week at Re:invent 👍 See you there? #news #enterprise #innovation #amazon #tech #business #genai #cloudcomputing

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Interesting notes from Intuit's recent webinar on LLMs. What evaluation processes do you deploy? at tasq.ai our approach is to integrate the AI models with diverse, global human guidance, to support #responsibleai faster and near real time.

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We shared how the new Jellyfish API is unlocking endless possibilities for engineering teams. But what does it actually look like in action? We paired it with Amazon Web Services (AWS) Q Business, a GenAI Assistant, to test its potential. The result? Faster API utilization, natural language insights, and streamlined workflows. Ready to explore what’s possible? Check out the blog for all the details. ⬇️

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