“What is happening with cloud computing at large is to think about what the total spend in technology today is, it’s around 5% of GDP. On a secular basis, I think it’s going to be 10% which is going to double in the next 10 years. And that’s because every industry, whether it’s in retail, whether it’s in healthcare, whether it’s in manufacturing, they’re all being transformed by digital technology and this technology stack we have and the platform approach Microsoft has, means we will be able to participate in that 10% on the doubling of tech spend, but more importantly, really helping the global economy grow because of digital technology. And that’s what I think is the way to think about our opportunity.” Microsoft CEO
Sometimes it is about thinking about the big picture runway. Microsoft (MSFT) have a long one in front of them.
