[tinyhouse]

Microsoft is strange cause it reports crazy growth numbers for Azure but I never hear about any tech company using Azure (AWS and GCP dominate here). I know it's more popular in big enterprises, banks, pharma, government, etc. and companies like Openai use their GPU offerings. Then there's all the Office stuff (Sharepoint, One Drive, etc). Who knows what they include under Azure numbers. Even Github can be considered "cloud".

My point is, outside of co-pilot, very few consider Microsoft when they are looking for AI solutions, and if you're not already using Azure, why would you even bother check what they offer. At this point, their biggest ticket is their OpenAI stake.

With that being said, I should give them some credit. They do some interesting research and have some useful open source libraries they release and maintain in the AI space. But that's very different than building AI products and solutions for customers.

[godtoldmetodoit]

Anecdotally, Azure OpenAI is a big player in the mid sized enterprise market and up. Lots of corps want to use OpenAI models, and the easiest way to onboard is to just spin up Azure OpenAI. You already have an agreement, your legal department is fine with it, you have a MS rep etc.

I think tons of businesses look to Microsoft first when it comes to AI solutions. I'm not saying they have the best products, but when has that ever stopped them?