Databricks on azure is huge. I've heard that in some Azure regions, over 70% of the compute usage is just Databricks. So there is definitely an incentive for MS to acquire them.
Except that Microsoft looks better if you have the illusion of choice. Azure Databricks or Azure Databricks but you have to build it yourself out of janky azure services
Databricks on azure is huge. I've heard that in some Azure regions, over 70% of the compute usage is just Databricks. So there is definitely an incentive for MS to acquire them.
Except that Microsoft looks better if you have the illusion of choice. Azure Databricks or Azure Databricks but you have to build it yourself out of janky azure services
so, azure growth is circular. VC funding for openai and databricks funeled into azure for growth. What happens when things get into reverse gear ?