2025-11-13
Today @SemiAnalysis_ had the opportunity to do an interview with Satya Nadella to discuss Microsoft's recent activity and plans for the future with AI and AGI. https://www.youtube.com/... This interview was conducted by Dylan Patel and Dwarkesh Patel, and was a rare opportunity to
Dwarkesh Podcast
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.
If you want to read the analyst team's read on Microsoft's future plans, we also published an extensive article on the topic: https://newsletter.semianalysis.com/ ...
Dwarkesh Podcast
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.
Today @SemiAnalysis_ had the opportunity to do an interview with Satya Nadella to discuss Microsoft's recent activity and plans for the future with AI and AGI. https://www.youtube.com/... This interview was conducted by Dylan Patel and Dwarkesh Patel, and was a rare opportunity to
SemiAnalysis
A deep dive into Microsoft's AI strategy: its OpenAI deal, data center investments, neocloud renting, GitHub Copilot, its MAI models, its Maia chip, and more
SemiAnalysis :
If you want to read the analyst team's read on Microsoft's future plans, we also published an extensive article on the topic: https://newsletter.semianalysis.com/ ...
SemiAnalysis
A deep dive into Microsoft's AI strategy: its OpenAI deal, data center investments, neocloud renting, GitHub Copilot, its MAI models, its Maia chip, and more
SemiAnalysis :
2025-07-02
Congrats to the OCI team at @Oracle - this really has been a spectacular year to innovate in AI. The approach taken to break into the GPU Cloud Industry here will likely be analyzed by MBA teams for years. https://semianalysis.com/...
SemiAnalysis
A deep dive into Oracle's data center strategy and the company's emergence as an AI computing powerhouse, amid questions about its GPU business' sustainability
Oracle's Cloud Infrastructure business is firing on all cylinders and is greatly outpacing expectations.