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hhhypergrowth.com · 14 words · saved by 1 readers

I didn't quite finish a post on NVIDIA's Blackwell delays and software platform advancements announced before and at SIGGRAPH last week. That piece is coming next week. So instead, let's take a quick look at 2 software platforms that are seeing success from the growing enterprise interest in Generative AI and LLMs. Databricks and Palantir are two companies that are now seeing a huge boost from Generative AI demand – an effect I had hoped we'd also see in other serverless providers like Snowflake and Cloudflare by now. Let's go through the hints that Databricks has given us this year, plus look at Palantir's Q224 results from this week. We've had some clues as to how well the private Databricks has been performing. At the Morgan Stanley TMT Conference in March [recapped in tweet here; I cannot find a direct recording], mgmt noted they had $1.6B in revenue in FY23 growing +50% – and were accelerating. And they are having even more success internationally. Blog posts in March and April d

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