Satya Nadella says Windows 11 reached 1B users during Q2, growing over 45% YoY and at a faster rate than Windows 10 did
a faster climb than Windows 10 and a major turning point for Microsoft's modern PC strategyPaul Thurrott /Thurrott:Windows 11 Now Has Over One Billion Users
LinkedIn's Q2 revenue rose 11% YoY, topping $5B for the first time, giving it a $20B+ annual run rate; Satya Nadella says LinkedIn paid video ads grew 30% YoY
Todd Bishop /GeekWire:
Satya Nadella says the tech industry needs to move past “slop vs sophistication” arguments and view AI as a “cognitive amplifier”, not a human substitute
As I reflect on the past year and look toward the one ahead, there's no question 2026 will be a pivotal year for AI.
Sources: Satya Nadella is focused on the increasing AI competition from Amazon and Google; Microsoft Deputy CTO Dee Templeton says Nadella is in “founder mode”
Software giant faces intense competition from Alphabet, Amazon and start-ups — Satya Nadella has overhauled …
Microsoft Research, Providence, and UW develop the GigaTIME AI model, which they say can analyze tumors in a fraction of the time and cost of existing methods
a breakthrough AI tool for population-scale cancer research, published in the journal Cell. … Satya Nadella : Today in Cell, we published new research showing how AI can help accelerate cancer discove...
Satya Nadella says Microsoft plans to spend $17.5B on AI and cloud computing in India over four years, its largest Asia investment yet, after meeting with Modi
Microsoft Corp. pledged to invest $17.5 billion on artificial intelligence and cloud computing in India over four years …
Satya Nadella says that Microsoft has access to “all” of OpenAI's custom AI chip work with Broadcom and plans to use it to help develop its own in-house chip
www.wheresyoured.at/oai_docs/ Ed Zitron / @edzitron.com : While I do not have the full extent of its revenues, it is obvious that OpenAI's costs are dramatically higher - by several billion dollars - ...
Q&A with Satya Nadella on business models for AGI, Copilot, Microsoft AI, the hyperscale business, the OpenAI partnership, capex, sovereign AI efforts, and more
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.
In an interview, Satya Nadella says Microsoft faces a power shortage, but not a compute one, which could leave “chips sitting in inventory that I can't plug in”
Canada, UK, Europe—missed this memo. Now they're paying for it. Mon / @moninvestor : Microsoft's CEO says they have chips they can't use because there isn't enough power or data center capacity. That'...
Q&A with Sam Altman and Satya Nadella about the Microsoft-OpenAI partnership, OpenAI's restructuring and $100B revenue target for 2027, $3T AI buildout, more
BG2. All things AI w @sama & @satyanadella. A Halloween Special. 🎃🔥@bg2pod @altcap — (00:00) Intro (02:28) Microsoft's Investment in OpenAI (03:19) The Nonprofit Structure and Its Impact (05:46) Healt...