Azure revenue

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 9, 2026 by David George · across every show →

Everything said about Azure revenue, oldest first

Feb 9, 2026 bullish
Prediction Not checkable as stated
David George: AI revenue will surpass CapEx much faster than Azure did
“It took 10 years for Azure revenue to surpass their capex. And I think it's, I think that sort of ratio or equation is going to happen much faster with AI.”
David George Feb 9, 2026 ▶ 33:08 AI Markets: Deep Dive with a16z's David George
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