Microsoft Azure, every mention
22 scenes (2025) · ← back to Microsoft Azure
tap a year for its mentions
every year 2025 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
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.