How does your model for the fact that a lot of MS growth is coming from things like Azure? [0] This is pure IaaS (compute/storage/networking + managed services)

How does your model for the fact that a lot of MS growth is coming from things like Azure? [0] This is pure IaaS (compute/storage/networking + managed services) and it's increasingly popular. To the extent there's telemetry involved it's mostly to manage services effectively. [0] https://www.fool.com/investing/2018/07/20/microsoft-corporations-impressive-growth-in-5-metr.aspx https://www.fool.com/investing/2018/07/20/microsoft-corporat...