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Azure

includes Azure OpenAI Service

5 statements across 3 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Aug 9, 2025 by John Coogan · said 1 times in 1 episodes since 2025 · across every show →

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brought up most by John Coogan (1)

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Everything said about Azure, oldest first

Aug 9, 2025 neutral
Assertion Supported
Coogan: Non-AI core infrastructure drove Microsoft Azure revenue growth
“More than half of Azure's 33% revenue jump in the company's March quarter came from non-AI services. While the company didn't give a comparable breakdown of the cloud unit's 39% growth in its June quarter, it said that the core infrastructure business, Microso…”
John Coogan Aug 9, 2025 ▶ 2:54 Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
Aug 9, 2025 neutral
Assertion Not checkable as stated
Coogan: Azure Non-AI margins are 73% vs 30-40% for AI
“Non-AI gross margins within Azure were around 73%. Wow. That compares to 30 to 40% gross margin for AI, he estimated because of the huge cost of setting up AI infrastructure.”
John Coogan Aug 9, 2025 ▶ 15:32 Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
Oct 28, 2025 positive
Assertion Supported
Nadella: Microsoft's server business was one-tenth the size of Azure
“I mean, think about our server business. It's super profitable, except it was one-tenth the size when I look at it compared to Azure.”
Satya Nadella Oct 28, 2025 ▶ 26:53 Microsoft CEO Satya Nadella Live on TBPN
Oct 28, 2025 bullish
Disclosure
Nadella: Azure Welcomes Anthropic, Grok, and Google Gemini Alongside OpenAI
“Hey, I'm happy with OpenAI. I would love to have Anthropic, MAI, Crock, anyone. If Google wants to put Gemini on Azure, please do so.”
Satya Nadella Oct 28, 2025 ▶ 12:37 Microsoft CEO Satya Nadella Live on TBPN
Jan 30, 2026 bearish
Assertion Not checkable as stated
Coogan: AI hardware shortages are capping Microsoft Azure revenue growth
“Limited availability of artificial intelligence hardware is affecting how quickly Microsoft's cloud business can grow, and it's capping Azure's revenue potential.”
John Coogan Jan 30, 2026 ▶ 7:30 Big Tech Earnings, Elon’s SpaceX–xAI Merge, Genie 3 | Diet TBPN
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