The AI Moment

The OpenAI partnership is a very critical partnership for us. Perhaps it‘s sort of important to call out that we built the supercomputing capability inside of Azure, which is highly differentiated.

The way compute and the network, in particular, come along, come together in order to support this large-scale training of these platform models or foundation models is being very critical. That‘s what’s driven, in fact, the progress OpenAI has been making.

And of course, we then productize it as part of Azure OpenAI services. And that‘s what we’ll see both be used by our own first-party applications – whether it‘s the GitHub Copilot or Designer. Even inside of Edge. And then of course, the third party, like Mattel.

And so we’re very excited about it. We have a lot, sort of, more (to) talk about when it comes to the GitHub universe. You‘ll see more advances on GitHub Copilot, which is off to a fantastic start.

But overall, this is an area of huge investment. The AI moment clearly has arrived. And it‘s going to be part of every product. But, in fact, I’ll mention our Power Platform, because that’s another area we are innovating in terms of incorporating all of these AI models.