I'm not familiar with the company but there is serious money in enterprise AI, speaking from experience. These could be very large customers.
Yes the deal sizes are mid 6 figures or larger.
We have a larger deal pipeline than that though. A lot more to come :).
Red hat/oracle style on premise (non saas) business model.
We usually target NON computer vison applications like fraud, preventative maintenance in data centers (predicting broken machines) and other mission critical applications.
One example:
http://insights.ubuntu.com/2016/04/25/making-deep-learning-a...
This kind of stuff is a swear word on hacker news but there's actually money in it. Fire away if you have specific questions though :).
In machine learning in production there are 2 phases: training and inference (usage)
In training we have spark docker images where you can run cuda right from spark submit.
In inference mode we sit on top of DC/OS by mesosphere embedding lightbend's (they created scala) micrsoservices technology conductr to scale out automatically on a mesos based cluster: http://www.slideshare.net/agibsonccc/deep-learning-in-produc...
Here is more on our enterprise distribution SKIL: http://www.slideshare.net/agibsonccc/skil-dl4j-in-the-wild-m...
If you're curious where the talent is, I cowrote the flagship oreilly book on deeplearning: http://shop.oreilly.com/product/0636920035343.do
We also employ deep learning phds doing everything from deep learning research in health care, ex nvidia, ex cloudera among others.