Satya Nadella – How Microsoft thinks about AGI скачать в хорошем качестве

Satya Nadella – How Microsoft thinks about AGI

As part of this interview, Satya Nadella gave me and Dylan Patel (founder of SemiAnalysis) 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. 𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒 Transcript: https://www.dwarkesh.com/p/satya-nade... Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/episode/290a... 𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒 Labelbox produces high-quality data at massive scale, powering any capability you want your model to have. Whether you’re building a voice agent, a coding assistant, or a robotics model, Labelbox gets you the exact data you need, fast. Reach out at https://labelbox.com/dwarkesh CodeRabbit automatically reviews and summarizes PRs so you can understand changes and catch bugs in half the time. This is helpful whether you’re coding solo, collaborating with agents, or leading a full team. To learn how CodeRabbit integrates directly into your workflow, go to https://coderabbit.ai/dwarkesh To sponsor a future episode, visit https://dwarkesh.com/advertise. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 00:00:00 - Fairwater 2 00:04:15 - Business models for AGI 00:13:42 - Copilot 00:20:56 - Whose margins will expand most? 00:37:12 - MAI 00:48:42 - The hyperscale business 01:03:39 - In-house chip & OpenAI partnership 01:10:30 - The CAPEX explosion 01:16:01 - Will the world trust US companies to lead AI?