Anurag Rana
speaker
534 appearances
29 recordings
3 series
first heard Dec 2025
last heard 10 Sep
Anurag Rana’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 29 in all, peaking in Apr 2026 with 7.
Appearances
So I think, you know, that is probably why I was saying I was a bit surprised when I looked at margins for the next quarter.
They still looked healthy in a sense.
I'm not seeing any degradation there.
Um, that's an area where we think there could have been hit.
We had calculated it a while ago.
that you know that that number could be anywhere between two to three percent or somewhere you know in in that range.
Um but again we are not seeing any of that at this point.
Yeah, so Microsoft did beat a little bit on the Azure growth.
So 38% goes to 39.
So minor inflection up.
We're going to hear on the call whether they're going to use, they have used GPUs internally and what kind of guidance that they give.
So that's really Microsoft.
But the two biggest shocker are actually Google Cloud growth
and AWS growth, both have accelerated quite a bit.
That shows that their cloud strategy right now is doing slightly better than Microsoft's.
So when we look at the entire cloud infrastructure demand, I mean, that still remains very solid.
Whether that's transferred from OpenAI to Anthropic, that is the big story that we are discussing here, is whether this promise that OpenAI has made to Oracle, to Amazon, to Microsoft, to Corbid,
How good is that promise over the long term?
And I think that's the contention point.
But frankly, if you were to put that aside, the demand for cloud infrastructure remains extremely strong right now and partially driven by Anthropic and all the coding tools that we have seen over the last six months.
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