Microsoft’s Azure is positioned to capture AI infrastructure spend regardless of which model wins. This is the economic logic of the model-agnostic strategy.
If Meta/Llama wins: Azure hosts open-source at scale
If all coexist: Azure captures all infrastructure spend
The Competitive Advantage
Azure is the only cloud where enterprises can access both GPT and Claude. This multi-model access creates unique value for enterprise customers who don’t want to bet on a single AI provider.
The Strategic Limitation
Model-agnostic infrastructure captures spend — but doesn’t capture direction. The AI labs set the pace; Microsoft follows. This is why MAI matters: it gives Microsoft a seat at the table for shaping AI’s future, not just profiting from it.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
