Large language models and the generative AI tools they power have gained traction in the Microsoft ecosystem. But they aren’t the only drivers of Azure usage and revenue growth.
Nadella cited three forces behind increases in enterprise cloud consumption: data migration, additional enterprise workloads and generative AI.
“We have seen complete new project starts, which are AI projects,” said Nadella. “AI projects are not just about AI meters. They have lots of other cloud meters as well.”
