Their hyper scale data centers are super compelling. And they get OpenAI IP for some time. I don’t think we’ve really seen what they want to launch on the product side yet.
Satya mentioned recently that computer use agents use like 5x the windows license time on azure over a single person - they see a lotttt of inference growth coming and its multiplicative in that it uses their compute and azure infra.
Satya mentioned recently that computer use agents use like 5x the windows license time on azure over a single person - they see a lotttt of inference growth coming and its multiplicative in that it uses their compute and azure infra.