Gerstner says Microsoft's Azure is growing 34% on $66 billion base and expects acceleration in Q1 and Q2.
“Think about that, Bill. Azure is growing at 34% on a $66,000,000,000 base, And they say they expect it to accelerate.”
Gerstner reports Microsoft expects Azure revenue to accelerate despite already growing 34% on a $66 billion base.
“Microsoft, which is on $66,000,000,000 run rate at Azure, has said they expect q one and q two Azure revenue to accelerate. Think about that, Bill. Azure is growing at 34% on a $66,000,000,000 base,”
Gerstner cites Microsoft's $400 billion in remaining performance obligations as booked business that continues growing.
“you talked about 400,000,000,000 it's an incredible number, of remaining performance obligations last night. You said that, you know, that's your booked business today. It'll surely go up tomorrow as sales continue to come in.”
Gerstner breaks down OpenAI's compute commitments: $500 million to Nvidia, $300 million to AMD and Oracle, $250 billion to Azure.
“with, you know, big commitments, 500,000,000 to Nvidia, 300,000,000 to AMD and Oracle, $250,000,000,000 to Azure.”