Microsoft Corporation (NASDAQ:MSFT) Q2 2023 Earnings Call Transcript

Satya Nadella: And on the second piece, I think it’s too early to sort of start somehow separating out AI from the rest of the workload. I mean even the workloads themselves, AI is just going to be a core part of a workload in Azure versus just AI alone. So, in other words, if you have an application that’s using a bunch of inference, let’s say, it’s also going to have a bunch of storage and it’s going to have a bunch of other compute beyond GPU inferencing, if you will. So, I think over time, obviously, I think every app is going to be an AI app. That’s I think the best way to think about this transformation. On your characterization of the large customers, whether there is any changes in their trajectory, I would say I would point back to, I think some of the commentary around every large customer is looking to optimize the workloads that they have at scale today and plowed some of that money back that they save into new project stock.

So, that’s sort of what the classic pattern of large customers is. Sometimes you have ISVs who are different, right. So, if an ISV is optimizing, they are optimizing and say, what is the

Amy Hood: Hello. Do you want me to move? Hello. Do you want me to use the backup? Hello.

Operator: Ladies and gentlemen, please standby. Please resume.

Brett Iversen: That wraps up the Q&A portion of today’s earnings call. Thank you for joining us today and we look forward to speaking with all of you soon.

Operator: Ladies and gentlemen, this concludes today’s conference. You may disconnect your lines at this time. Thank you for your participation.