Microsoft Azure Data CVP talks costs and constraints
Briefly

Arun Ulag emphasized the pressing challenge for enterprises to balance IT budgets with the growing demand for new projects, particularly in AI and data modernization.
Ulag stated, 'If this thing goes up a lot, something else has to adjust,' highlighting the trade-offs customers face when investing in AI initiatives amid budget constraints.
He noted that focus on generative AI may lead to the neglect of basic IT services, as executives worry about the lack of attention to existing infrastructure.
Ulag discussed the risks of AI rollouts, pointing out that LLMs can behave unpredictably, which raises concerns about the reliability of AI-generated content.
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