Azure is being for the AWS was for the Internet

Microsoft has made history by joining Nvidia in the exclusive club of the four billion dollars after Spectacular results that demonstrate how their commitment to the cloud and AI has completely transformed the company.

Why is it important. Satya’s decision to reposition Microsoft as a company “Cloud First“A decade ago it has turned out to be one of the most successful strategic bets in technological history.

Long before The arrival of chatgptMicrosoft decided to focus on building the infrastructure that would feed the AI revolution.

In figures. The numbers of the latest quarterly results published are overwhelming:

• 76.4 billion dollars in quarterly income (+18%).
• Net profit of 27.2 billion (+24%).
• Azure exceeding 75,000 million annually with a growth of 34%.

These figures fired the company’s action in the After-Hourswhich has catapulted the stock market capitalization above the four billion.

The context. During the Ballmer era, Microsoft seemed condemned to be a desk for desktop software. Windows kept dominating, but the future pointed to the mobile and cloud.

Nadella’s arrival changed priorities: less Windows, more digital infrastructure. His alliance with Openai in 2019 It ended up being visionary, since he assured access to the most advanced models without astronomical development costs.

The alarm signal. Microsoft plans to spend 120,000 million dollars annually in data centers, quadruplying the investment of 2023. The financial director, Amy Hood, has confirmed that “the demand continues to exceed the supply” and that all this expense is “directly linked to contracts already signed.” It is the most expensive arms race in the history of technology.

Yes, but. Success generates new problems to solve. The relationship with Openai has been tensioned and Microsoft has diversifying towards models of Grok and calls not to have all the eggs in the same basket.

Copilot makes Microsoft continue to dominate in the business market with its 100 million users, but it is still far behind Chatgpt or Gemini, who multiply their adoption.

And the winner is … Nadella has shown that deep business transformations are possible. From a Microsoft anchored in software licenses to a digital infrastructure power that competes from you to you with Amazon Web Services.

Azure has not only grown: it has become the backbone of the AI era, processing the most demanding workloads of the planet.

Script turn. For the first time in its history, Microsoft has publicly revealed the specific income of Azure and not only the accumulated of its division.

Thus breaks years of opacity that Even former Steve Ballmer had criticized. Transparency comes just when the division has become its main growth engine and the most valuable asset of the company.

In Xataka | Microsoft is in benefits records and also in dropout records. Satya Nadella explained this paradox

Outstanding image | Microsoft, Xataka