Microsoft Experience Center in New York City.
Microsoft is reshaping the leadership of Azure, its cloud computing business, and merging some of its units, The Information reported on Monday.
Scott Guthrie, who runs Microsoft’s cloud and AI group, told staff about the changes that day, according to the report.
As part of the shake-up, Arun Ulag, who was in charge of Azure’s databases, is getting a wider brief, The Information reported. Other reports said he will also head the core Azure business and its engineering teams.
It is also not yet clear how many teams or staff the changes affect, or when they take effect.
The changes come at a busy time for Azure. On the same Monday, Guthrie said in a Microsoft blog post that the company would expand its Maia AI chip systems.
Microsoft also said its chips would become the primary platform for running its AI services, including Copilot, starting in 2027.
Microsoft set out that plan as it unveiled the Maia 300, the third generation of its own AI chip, with deployments measured in gigawatts starting next year.
In September, Microsoft also changed how it reports its results. It cut its business segments from three to two, Agents and Infra and Devices and Consumer, and, for the first time, began giving a separate figure for Azure. The cloud business brought in $29.4 billion in the June quarter, up 42% year over year.
Azure’s leadership has changed before this year, too. In April, Eric Boyd, who led Microsoft’s Azure AI platform, left to become head of infrastructure at Anthropic, the company behind the Claude AI models, DCD reported at the time.
Microsoft plans to share more about the Maia 300 at its Ignite conference in San Francisco next month.
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