Microsoft Azure, every mention
62 scenes · ← back to Microsoft Azure
tap a year for its mentions
every year anyone Alex Kantrowitz 47Ranjan Roy 14Scott Guthrie 6Stephen Morris 5David Cahn 5Gil Luria 4Suhail Doshi 3Parmy Olson 3Mustafa Suleyman 2M.G. Siegler 2
Verbatim, from the transcripts: the passages where Microsoft Azure comes up
Apple’s Folding Phone "Duo" Is Here + OpenAI vs. Google vs. Anthropic Revisited — With M.G. Siegler
- ▶ 49:27 M.G. Siegler They don't, they don't necessarily care what you use as long as you're using it on Azure, their cloud offering.
Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick
- ▶ 39:57 Alex Kantrowitz Uh, 82% from Google, um, thirty-something percent from AWS, uh, 43% from Azure.
How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
- ▶ 7:08 David Cahn There's cloud infrastructure, AWS, Azure, GCP, about a five hundred billion dollar market.
- ▶ 14:59 David Cahn They're going to announce Azure incrementality of X or X plus two percent. 2 times in the scene
- ▶ 51:37 David Cahn Their cloud business does seem to be like losing share to Azure and Google over time. 2 times in the scene
Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day
- ▶ 41:59 Alex Kantrowitz It, the core parts of this earnings report was that Azure, Microsoft's cloud, uh, grew 43%, um, in, in the quarter they report on, and, uh, and they, they promised that it would, uh, that they would not go negative free cash flow next year.
How AI's Top New Models Transform Cybersecurity (And Where They Don't) — With Snehal Antani
- ▶ 2:36 Snehal Antani Uh, an expert human hacker, pen tester, uh, will click on deception, fake AWS credentials, fake Azure tokens, fake database dump files, other decoys that defenders will place out there to catch the bad guy.
OpenAI's Bots Break Containment and Hack Hugging Face Autonomously — With Alex Stamos
- ▶ 35:48 Alex Stamos It's like Azure or something.
Who Wins The AI Superapp Battle?, Apple’s Consumer AI Victory, World Cup Automation Mistake
- ▶ 47:25 M.G. Siegler I think what he's doing is basically trying to read the room and, you know, take the pulse of where things are going and saying like, again, enterprises, he sees all the headlines and, and knows certainly from Azure and everything that…
Did Apple (Finally) Get AI Right At WWDC?, Anthropic’s Worry, Microsoft vs. OpenAI
- ▶ 51:14 Alex Kantrowitz Um, so Ben Thompson tells Satya Nadella that OpenAI is a major tenant on Azure. 2 times in the scene
Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading
- ▶ 30:06 Ranjan Roy They recognize it as Azure revenue.
Satya Nadella’s OpenAI Concerns, Google’s Next AI Model, The AI Monet Prank
- ▶ 5:25 Alex Kantrowitz Through Microsoft's cloud offering through Azure. 3 times in the scene
- ▶ 17:28 Ranjan Roy Again, Azure's growth is definitely kind of protecting them in the transition period, but
- ▶ 20:03 Ranjan Roy You can either have, like, the Azure business and its AI division.
The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope?
- ▶ 17:46 Ranjan Roy Like, yeah, do you know what I just spent on Azure last month?
- ▶ 44:36 Alex Kantrowitz Uh, Microsoft CTO, uh, Kevin Scott said there could be some PR downside, uh, downsides associated with not funding them and having them storm off to Amazon in a huff and shiktok us and Azure on the way out. 4 times in the scene
Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?
- ▶ 36:50 Alex Kantrowitz You're not helping our Azure business as much as we thought you would. 8 times in the scene
OpenAI’s User Growth Miss, Musk vs. Altman In Court, Prediction Market Ban
- ▶ 41:26 Alex Kantrowitz Azure.
Anthropic’s Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta
- ▶ 22:27 Alex Kantrowitz Remember, Anthropic isn't giving Microsoft mythos to sell through Azure.
OpenAI vs. Anthropic's Direct Faceoff + Future of Agents — With Aaron Levie
- ▶ 52:08 Aaron Levie Azure launched that year, or it had just launched.
OpenAI’s Superapp Is Coming, Jensen on Jobs, Bezos’s $100 Billion Automation Fund
- ▶ 11:08 Ranjan Roy So there's reporting from Reuters that Microsoft may sue OpenAI over their fifty billion dollar, uh, investment from Amazon, and because it could violate the exclusive cloud agreement that they had, uh, they had set a number of years ago…
OpenAI Closes in on $100 Billion, OpenClaw Acquired, AI’s Productivity Question — With Aaron Levie
- ▶ 3:44 Aaron Levie You're like in 2010 or 11 or 12 and you're, and you're like, wow, you know, Google just now got into the game and, and Azure is building up market share and, and you're looking at Amazon and you're saying, well, you know, how, how big now…
Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles
- ▶ 56:32 Ranjan Roy I think that's like the, I mean, again, Azure, Google Cloud have been like, 2 times in the scene
The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO
- ▶ 8:29 Stephen Morris They're now adding Microsoft Azure to that mix.
- ▶ 25:17 Alex Kantrowitz Uh, Azure revenue didn't grow as fast as they expected. 4 times in the scene
AI’s Steve Jobs?, Big Tech AI Chaos, 2026 Crystal Ball
- ▶ 28:10 Alex Kantrowitz Um, so Azure is growing, growing in a big way. 2 times in the scene
- ▶ 36:08 Alex Kantrowitz I mean, I might get some emails from this and I might regret saying this, but what standout product does AI product does Microsoft have outside of selling AI services from Azure?
CNBC's Jim Cramer: Big Tech Hot Takes, NVIDIA $10 Trillion?, Building Wealth In Any Market
- ▶ 8:47 Jim Cramer Web services go to one, 23% growth, and we need to see the real growth of Azure, which I think is overstated. 2 times in the scene
- ▶ 15:58 Alex Kantrowitz My hot take is, uh, Azure is a freight train that only OpenAI can derail.
Sam Altman: How OpenAI Wins, ChatGPT’s Future, AI Buildout Logic, IPO in 2026?
- ▶ 48:45 Alex Kantrowitz At my company, we're moving off Azure and directly integrating with OpenAI to power our AI experiences in the product. 2 times in the scene
AI Bubble Special Report: Debt, Depreciation, and Losses — With Gil Luria
Could LLMs Be The Route To Superintelligence? — With Mustafa Suleyman
- ▶ 28:02 Mustafa Suleyman So the idea that a three trillion dollar company with three hundred billion dollars of revenue and 80% of the S&P 500 on our Azure stack and M three five stack
OpenAI and Microsoft’s Grand Bargain, Sam Altman’s Next Three Years, A New Humanoid Robot
- ▶ 5:26 Ranjan Roy So, so there's a long time that whatever open AI makes Microsoft still has access to, but I also loved that the deal has open AI committing to purchase an additional two hundred fifty billion dollars worth of Azure cloud computing services. 6 times in the scene
- ▶ 15:21 Alex Kantrowitz And OpenAI will continue to have the exclusive rights to resell, oh, I think it's, um, yeah, and OpenAI will continue to have the exclusive rights to resell OpenAI's models on its Azure cloud service until AGI is reached.
- ▶ 29:14 Ranjan Roy That is kind of a dig at Microsoft, and Google, and Oracle even, and saying, like, you know, your big Azure business that just grew 39% year on year, and is at the, the growth engine of your entire business, is he saying that OpenAI is…
Microsoft's Cloud & AI Head on the AI Buildout's Risks and ROI — With Scott Guthrie
- ▶ 7:23 Scott Guthrie Uh, we've got the world's largest consumer application with ChatGPT, uh, that runs on top of Azure, and we have thousands, uh, hundreds of thousands and millions of businesses that are also building their own AI applications on top of us.
- ▶ 39:58 Scott Guthrie You know, last quarter we grew Azure at 39% year over year on a very large number. 5 times in the scene
Vibe Coding: Everything You Need To Know — With Amjad Masad
- ▶ 25:46 Amjad Masad Uh, but, but even, uh, sort of large scale platforms, if you're building a core cloud component, the storage or virtual machine components on AWS or Google cloud or Azure, you want systems engineers that understand distributed systems,…
Anthropic’s Potential, AI Video Gets Crazy, Market Bubble Approaching?
- ▶ 50:24 Alex Kantrowitz Azure.
Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars
- ▶ 9:59 Stephen Morris It's its own partner in offering these services through, you know, the Azure platform, but increasingly Google and Gemini, which, which trumps its, its coding chops.
- ▶ 15:21 Stephen Morris They really haven't had much success building their own models, and a lot of what they're offering customers, their big millions of enterprise customers off their Azure platform is, is their own spin on OpenAI's underlying technology. 2 times in the scene
- ▶ 57:34 Stephen Morris I mean, he, what he, what he did at Microsoft was essentially take it out of its various failed consumer enterprises and really refocus it on enterprises, i.e. corporations and businesses and data centers, Azure.
Are AI's Economics Unsustainable? — With Ed Zitron
The ‘AI-First Company,’ Big Tech Mega Earnings, NVIDIA vs. Anthropic
- ▶ 46:31 Alex Kantrowitz So everything's still going quite well, uh, in April, and Azure grew 35% year over year. 2 times in the scene
Tariffs Impact on Tech Stocks: A Black Swan Event? — With Adam Parker of Trivariate Research
- ▶ 4:11 Alex Kantrowitz Um, if Nike's margins go down and Nike's business is hit by tariffs, then all of a sudden, are they going to do that optional AI program from Azure?
Microsoft AI CEO Mustafa Suleyman: Building AI Personality
- ▶ 43:46 Mustafa Suleyman They, you know, use our infrastructure and our technology, uh, in terms of our Azure compute infrastructure and so on.
Reid Hoffman: Why The AI Investment Will Pay Off
- ▶ 16:52 Reid Hoffman So they're partnering because there's a lot of ways in which open AI uses Azure infrastructure, which, you know, has been, you know, building, you know, amazing new capabilities through being on this journey with open AI.
How DeepSeek Changes AI Research & Silicon Valley w/ M.G. Siegler
- ▶ 22:51 Alex Kantrowitz I would say from like meta advertising to Lama from Google search revenue to Gemini from Microsoft Azure to open AI.
AWS CEO Matt Garman on Amazon's Big AI Chips Bet, Working With OpenAI, and Nuclear Energy
- ▶ 4:32 Alex Kantrowitz Pretty sure that OpenAI is exclusive on Azure.
The Next Gen AI Models: Reliable, Consistent, Trustworthy — With Cohere CEO Aidan Gomez
- ▶ 46:08 Alex Kantrowitz And third-party APIs like Amazon, and I think Microsoft, Azure, if they're available there, no, maybe they're not. 2 times in the scene
OpenAI's Leaked Financial Data
- ▶ 14:03 Alex Kantrowitz You have Microsoft investing in OpenAI and OpenAI using Microsoft Azure credits.
Is OpenAI’s New “o1” Model The Big Step Forward We’ve Been Waiting For?
- ▶ 14:01 Parmy Olson Um, so my sense over the last year has been one thing that's been lacking from the AI model vendors, like OpenAI, like Anthropic, like Google, Microsoft with Azure, has been just to do a little bit more hand-holding with their business…
- ▶ 35:43 Parmy Olson From, um, through Azure. 2 times in the scene
NVIDIA's Auto Play and the Future of Autonomous Driving — With Danny Shapiro
- ▶ 11:53 Danny Shapiro And so we have a huge business in terms of the automakers building out their own data centers or using, you know, cloud providers like Azure, AWS, um, and at Oracle to train.
Predicting AI’s Next Advances — With Suhail Doshi
- ▶ 52:54 Suhail Doshi I think that Azure and GCP are doing, uh, Azure better than GCP, better than AWS.
- ▶ 59:06 Suhail Doshi He is bringing all the models into Azure, right? 2 times in the scene
Perplexity CEO Aravind Srinivas: How AI Challenges Google
- ▶ 24:36 Aravind Srinivas So somebody who has access to such an amazing intelligence API, which has been exposed to all the developers in the world through OpenAI and Azure and things like that, can now
AI Keynote: Six Bold Predictions About The Future Of Artificial Intelligence
- ▶ 7:01 Alex Kantrowitz And so that means that if you're a developer, you're, you, to work with OpenAI, you're probably going to want to use Azure.
Big Technology's New Release, AI Bubble Looms, Apple's Next Event — With Brian McCullough
- ▶ 14:13 Alex Kantrowitz And there's still a shine around Azure, Microsoft's cloud offering.
Amazon Reveals Its AI Master Plan — With Matt Wood
- ▶ 7:43 Alex Kantrowitz Azure is the preferred partner there. 3 times in the scene
ServiceNow CEO Bill McDermott on Entrepreneurship, AI, and Automation
- ▶ 20:27 Alex Kantrowitz And that's how Azure was really turned, turned into what it is, is they didn't listen to the customers and went ahead and move forward.