Forbes has an excellent article on Microsoft and Azure with the author making a strong case for $200Bn Azure revenue by FY2028 (June 2028).
The crux of the article is a) Microsoft embedding AI features into its software offerings vis co-pilots or AI solutions b) Azure growing significantly bundled with several enterprise offerings.
Azure’s growth – Microsoft has been proactive in providing more detail than the others on Cloud and AI and AI’s contribution to Azure. The report suggests an annual revenue growth from $90Bn to $200Bn in 3 years – that is an annual growth rate of 30%. Currently, AI contributes 11% to Azure’s growth and 85% of Fortune 500 companies use Azure today.
Growth is constrained by supply shortgages of GPUs. For Azure to achieve these growth levels they will need Nvidia and I don’t expect much competition for at least two years.
One reply on “Microsoft’s Azure Revenue Could Reach $200Bn By FY2028”
Can you be more specific about the content of your article? After reading it, I still have some doubts. Hope you can help me.