Infra Play

Infra Play

Infra Play #119: The Satya point of view

While Azure has experienced outstanding growth over the last two years, Microsoft's future as a cloud infrastructure software company will depend on the outcomes of several very specific bets.

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The Deal Director
Nov 16, 2025
∙ Paid

It’s no secret that in my view Satya Nadella has been the most effective cloud infrastructure software CEO in the last decade. This is largely due to the complete revamp of what was a general computi…

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