Microsoft might not be the market leader in cloud infrastructure, but CEO Satya Nadella believes the company does have a leg up in cloud-based AI workloads.
A bigger artificial intelligence business might help Microsoft grow its position in cloud computing overall. On Tuesday, MicrosoftAzure and other cloud services increased by 26% year over year, faster than all other major product areas other than the Dynamics 365 cloud-based enterprise software.
But in recent months Microsoft has been on a speed run to sell access to OpenAI's underlying large language models in Azure to companies big and small, and some entrepreneurs have chosen to use them instead of models from Amazon, Google or startups. "If you think about Azure, we have grown Azure over the years, coming from behind, and here we are as a strong No. 2 — in the lead when it comes to these new workloads," he said. "So, for example, we are seeing new logos, customers who may have used another cloud for most of what they do are for the first time sort of starting to use Azure for some of their new AI workloads.
Nadella told analysts to expect the company to win more market share and reduce the cost of acquiring customers.That's the reason Microsoft has disclosed how much of the expected Azure cloud growth will come from AI for the past two quarters, Nadella said.
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