A company following Microsoft (NASDAQ:MSFT) publishes an interesting graphic about its revenue stream, please have a look. Clearly Azure, the data center service that competes with AWS and Google Cloud, is the main earnings driver and represents how much the business has changed over decades. Azure is sqarely in the middle of the business of cloud computing and AI, and driving revenue in most of the tech industry because of it.
While ServiceNow, a Gold Performer, represents the added-value experience that retains happy customers, Salesforce, Inc. (NASDAQ:CRM) represents the front of the revenue pipeline. Of course, by the name of the company, it supports the sales team, and tracks market demographics for analysis. With AI, Salesforce will point to most profitable and growth-oriented companies in target markets. This is another company in the early innings of success stories about implementing AI.
Super Micro Computer, Inc. (NASDAQ:SMCI) is a story about how ‘stuff’ gets installed in data centers, to be informal. They assemble and include some custom technologies, racks of computer server equipment that are built to the specifications of the Big 3 in data center space, AWS, Azure and Google Cloud. Another story about AI. While making the NEA performers list, the stock went stratospheric in only a month or two. Not recommended to buy here.