Jim Cramer Discusses Microsoft Corporation (MSFT)'s Cloud Business In Detail

We recently published 10 Stocks Jim Cramer Discussed As He Remained Optimistic About American Ingenuity. Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer recently discussed.

Microsoft Corporation (NASDAQ:MSFT)’s cloud computing business is a key focus point for Jim Cramer. In his previous comments, the CNBC TV host has compared the cloud business, called Azure, with Amazon’s Amazon Web Services. This time, he discussed the relationship between Microsoft Corporation (NASDAQ:MSFT) and AI giant OpenAI and combined it with Azure to raise a critical point about Microsoft Corporation (NASDAQ:MSFT)’s hypothesis:

“[After Faber commented that MSFT is moving in a different direction to OpenAI and having a partnership with OpenAI] You’re so right. Look, the Microsoft piece of the puzzle, I think is, that if you go back to the last quarter, Amy Hood was talking about explosive numbers [inaudible] for Azure. And one of the things that people heard was, wait a second, maybe Azure, Microsoft’s equivalent of Amazon Web Services, is really coming on strong. David, what I hear from you, if you split these two companies up, maybe Azure’s not growing as fast. Maybe Amazon Web Services is not that far behind. I don’t know that!

“[When asked whether his comments were because the growth is largely as a result of OpenAI] The last big delta in growth might have been OpenAI. It was such a huge move. I want to see the breakdown of how much was OpenAI. Everyone wants to know how much OpenAI is really doing. I want to know how much of Azure was dependent upon OpenAI. And maybe that goes away. Maybe that goes away. We own Microsoft for my charitable trust. I don’t want that. But Amazon Web Services has been feeling the heat.”

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Disclosure: None. This article is originally published at Insider Monkey.