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Show Notes
As part of this interview, Satya Nadella gave Dylan Patel (founder of SemiAnalysis) and me an exclusive first-look at their brand-new Fairwater 2 datacenter.
Microsoft is building multiple Fairwaters, each of which has hundreds of thousands of GB200s & GB300s. Between all these interconnected buildings, they’ll have over 2 GW of total capacity. Just to give a frame of reference, even a single one of these Fairwater buildings is more powerful than any other AI datacenter that currently exists.
Satya then answered a bunch of questions about how Microsoft is preparing for AGI across all layers of the stack.
Watch on YouTube; read the transcript.
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Timestamps
(00:00:00) - Fairwater 2
(00:03:20) - Business models for AGI
(00:12:48) - Copilot
(00:20:02) - Whose margins will expand most?
(00:36:17) - MAI
(00:47:47) - The hyperscale business
(01:02:44) - In-house chip & OpenAI partnership
(01:09:35) - The CAPEX explosion
(01:15:07) - Will the world trust US companies to lead AI?
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