1 minute read / Jan 1, 0001 /
IBM
We continue to gain momentum with our GenAI book of business growing to over $5 billion inception to date, up by about $2 billion quarter-over-quarter. Approximately 1/5 of this book of business comes from Software and the remaining 4/5 is Consulting.
Accenture
We had another milestone quarter in GenAI, with $1.2 billion in new bookings and approximately $500 million in revenue.
Microsoft
And our AI business has now surpassed an annual revenue run rate of $13 billion, up 175% year-over-year.
OpenAI
OpenAI has forecasted $11.6 billion in revenue next year (2025), about $4b
Anthropic
1b,w
Salesforce
We ended this year with $900 million in Data Cloud and AI ARR. I
NVDA
| Company | Q4 AI Run Rate | Figure |
|---|---|---|
| IBM | $2 | Q4 Revenue |
| Accenture | $0.5 | Q4 Revenue |
| Microsoft | $3.25 | Q4 Run Rate |
| OpenAI | $1.5 | Estimated based on Press Reports |
| Anthropic | $0.4 | Estimated based on Press Reports |
| Salesforce | $900 million | Q4 Revenue |
| NVDA | $31 billion | Q4 Revenue |