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17min chapter
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
Microsoft's CapEx Growth and AI Integration
This chapter examines Microsoft's increasing capital expenditures, positioning them alongside industrial giants rather than traditional software companies. It explores the challenges of scaling AI technologies and the strategic importance of partnerships, particularly with OpenAI, in managing compute demands. Additionally, the discussion addresses the economic implications of cloud computing and the evolving infrastructure required to support AI workloads.
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