Hashicorp: A Play on Cloud Computing Growth

May 6. 2023. 6 mins read

There are a handful of investment themes that almost mandate participation because the potential opportunity is so large. Any total addressable market (TAM) upwards of $500 billion deserves some attention because it’s just too big to ignore. NVIDIA believes AI chips represent a $600 billion TAM, and last year they captured less than 5% of that opportunity. Even if the TAM is half of what they estimated, there’s still plenty of upside. Similarly, cloud computing spend is expected to eclipse $1 trillion by 2026, up from a $500 billion TAM today.

Our recent piece on Investing in Cloud Computing. Any Growth Left? made a compelling case for getting more exposure to the growth of cloud computing that’s only accelerated by the emergence of Software-as-aService (SaaS) companies offering solutions via the cloud. So, when we came across a SaaS company offering solutions across the three biggest cloud hyperscalers, our ears perked up.

Introducing HashiCorp

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Technology becomes complicated very quickly, so the challenge in introducing new tech solutions is to explain things in a sufficiently simple ma

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