CFO Amy Hood noted that GPUs are deliberately prioritized for Copilot products: “If I had taken the GPUs that came online in Q1 and Q2 and allocated them all to Azure, the KPI would have been over 40%.”
The Diversification Push
Microsoft is actively expanding its third-party enterprise layer — signing Anthropic ($30B), Nebius ($17.4B through 2031), and hosting 1,500+ multi-model customers.
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.
