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Nadella says Microsoft's fungible fleet shifts capacity to top AI opportunities

AISatya Nadella says Microsoft has a fungible infrastructure fleet that dynamically allocates capacity across compute, data, Foundry, and Copilot. He says Microsoft is bringing capacity online faster and getting more from existing infrastructure.
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4/ When it comes to infrastructure, we have a fungible fleet that allows us to dynamically allocate capacity to the highest value opportunities across compute, data, Foundry, and Copilot.

We are bringing capacity online faster, and getting more from the infrastructure we already have.

Azure growth was broad-based across enterprise and SMB, spanning both core cloud services and AI infra.

I have never been more confident in the opportunity ahead of us.

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Satya Nadella · x.comPublished · added here

Original title: 4/ When it comes to infrastructure, we have a fungible fleet that allows us to dynamically allocate capacity to the highest value opportu...