Scott Guthrie, EVP of Azure at Microsoft, discusses the infrastructure behind Azure's rapid growth at Microsoft Build, including adding over a gigawatt of data center capacity in 90 days. He covers Azure's data services portfolio including SQL, Cosmos DB, and the newly announced Horizon DB (a horizontally scalable PostgreSQL-compatible service), plus Microsoft Fabric for analytics. A key theme is how agentic AI workloads are forcing architectural rethinks — agents can generate millions of requests per second versus thousands for traditional web apps, requiring globally replicated, elastically scalable databases. He also touches on Azure's first-party silicon (Maya and Cobalt ARM64), ephemeral VM provisioning for sandboxed agent workloads, and the importance of data quality for AI outcomes.

14m watch time
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