AI & Machine Learning Sector – Market Growth & Heightened Competition

  • Private Equity
  • TMT
  • North America


Former cloud architect at Amazon Web Services.


  • AI and machine learning operating environment
  • Intersecting competition among cloud vendors such as AWS (NASDAQ: AMZN), Google Cloud Platform (NASDAQ: GOOGL), Azure (NASDAQ: MSFT) and third-party players such as Databricks, Snowflake (NYSE: SNOW), Alteryx (NYSE: AYX), Palantir (NYSE: PLTR) and (NYSE: AI)
  • Customer traction and use cases, coopetition between cloud providers and third-party vendors, forward looking revenue potential and converging product roadmaps
  • Outlook for Q4 2021 and beyond – market evolution as cloud providers shift away from third-party vendors and margin expansion opportunity


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