Aisha Okonkwo

Aisha Okonkwo built her career architecting cloud infrastructure at Microsoft Azure before joining a technology-focused investment firm to analyze the cloud giants transforming enterprise IT. Born in Lagos and educated at MIT with dual degrees in Computer Science and Economics, Aisha understands both the technical architecture of cloud platforms and their business economics. She spent seven years at Microsoft working on Azure's global expansion, giving her insider perspective on hyperscale data center buildouts, server economics, and the competitive dynamics between AWS, Azure, and Google Cloud. Aisha excels at analyzing cloud adoption trends, migration patterns from on-premise to cloud, and the margin profiles of different cloud services. She was early to recognize that infrastructure-as-a-service would be a winner-take-most market and correctly predicted which enterprise software companies would successfully transition to SaaS. Her analysis covers the entire cloud ecosystem—from server manufacturers and semiconductor suppliers to cloud service providers and the enterprises adopting their platforms. Based in Seattle, Aisha brings technical depth combined with business acumen to understanding how cloud computing continues reshaping technology spending.