Monetizing GenAI: Cloud Vendors’ Investment Strategies and 2025 Outlook

 

How Will Cloud Vendors Navigate GenAI Investment and Monetization Challenges?

Cloud vendors are on the front lines of the generative AI (GenAI) business opportunity. These vendors have been rushed to invest ahead of competitors, and as a result, they are forced to figure out the right model(s) to monetize the new capabilities.

 

After more than a year of GenAI hype, TBR is beginning to see clear investment trajectories and various formulas among vendors on how best to price GenAI solutions across infrastructure and applications spaces.

 

In this TBR Insights Live session, TBR’s Cloud team — Principal Analyst & Practice Manager Allan Krans, Senior Analyst Catie Merrill, Analyst Alex Demeule and Research Analyst Gunnar Tache — gives a deep dive on AI’s impact on the cloud industry. The team also highlights key findings from TBR’s newest cloud research report, AI & GenAI Model Provider Market Landscape, including examples of technology companies’ activities in 2024 as well as what to expect across the GenAI landscape in 2025.
 

In The Above TBR Insights Live Session on AI’s Impact on Cloud You’ll Learn:

• The investments cloud vendors are making in their infrastructure, partnerships and portfolios
• The business models that enable vendors to best monetize GenAI technologies
• TBR’s early projections for industry changes in 2025

 

Customers are prioritizing data strategy, and cloud providers see big opportunities for partners to engage

Cloud vendors believe data strategy & management present the biggest growth opportunities from partners.
 
“The biggest [transformation] underway is our, basically, data services. And so we have been looking at traditional data services where we have a large amount of data, which is in a data warehouse on prem, and then processing of the data. Now a large amount of this transformation is going to go to data lakes, which again, we are working with Amazon and Azure. So, these are both Amazon as well as Azure, and basically creating, using Kafka, Spark and Hadoop, creating data services, which will be then [be] consumed throughout the company.” — Global Technology Director, Financial Services

 
TBR Insights Live sessions are held typically on Thursdays at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous sessions can be viewed anytime on TBR’s Webinar Portal.