The Minutes of Brad Gerstner on azure https://minutesof.com/brad-gerstner/on/azure/ Everything Brad Gerstner has said on azure: 3 verbatim quotes between November 2024 and October 2025, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:52 +0000 Gerstner breaks down OpenAI's compute commitments: $500 million to Nvidia, $300 million to AMD and Oracle, $25 https://minutesof.com/q/91ec54df-26d4-4ba7-89a3-5561b97b84dd/ https://minutesof.com/q/91ec54df-26d4-4ba7-89a3-5561b97b84dd/ “with, you know, big commitments, 500,000,000 to Nvidia, 300,000,000 to AMD and Oracle, $250,000,000,000 to Azure.” — BG2 Pod Fri, 31 Oct 2025 23:11:44 +0000 azure Gerstner cites Microsoft's $400 billion in remaining performance obligations as booked business that continues https://minutesof.com/q/673f6704-1ccd-4ba3-becc-86b17ed47c27/ https://minutesof.com/q/673f6704-1ccd-4ba3-becc-86b17ed47c27/ “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.” — BG2 Pod Fri, 31 Oct 2025 23:11:44 +0000 azure Gerstner reports Microsoft expects Azure revenue to accelerate despite already growing 34% on a $66 billion ba https://minutesof.com/q/fc678a4f-5eda-42b1-aae4-a76a32a97f3d/ https://minutesof.com/q/fc678a4f-5eda-42b1-aae4-a76a32a97f3d/ “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,” — BG2 Pod Thu, 21 Nov 2024 19:09:14 +0000 azure