Azure, every mention
4 scenes, the whole family · ← back to Azure
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every year anyone Satya Nadella 5
Verbatim, from the transcripts: the passages where Azure comes up
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- ▶ 38:21 Satya Nadella And so what we're doing with even, uh, Azure Foundry, right? 2 times in the scene
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 22:27 Satya Nadella There's an AI app server now, and for us, that's Foundry, and we're building one, and others will build.
- ▶ 42:51 Satya Nadella Like, I mean, literally it is, you know, people are playing with co-pilot on one end and then are building agents on the other end using foundry.
- ▶ 59:33 Satya Nadella This goes back to the very early dialogue we had on when I think about the Microsoft Cloud, the margin profile of a raw GPU versus the margin profile of Fabric plus GPU or Foundry plus GPU, um, or app chat, you know, or GitHub Copilot, uh,…