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Satya Nadella — How Microsoft is preparing for AGI

Overview

Shownote

Highlights

Transcript

Chapters

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Satya Nadella — How Microsoft is preparing for AGI

Dwarkesh Podcast

Nov 12
Dwarkesh Podcast

Dwarkesh Podcast

Nov 12
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

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 & GB...

Highlights

In this in-depth conversation, Satya Nadella opens the doors to Microsoft's next-generation AI infrastructure, offering a rare glimpse into the company's vision for the future of artificial intelligence. The discussion moves beyond hardware to explore how Microsoft is redefining its role in an era defined by autonomous agents, massive computational demand, and global technological competition.
02:39
New chips like Vera Rubin Ultra will require adaptive data center designs due to varying power density and cooling needs.
12:23
AI will expand the market massively, as seen with coding assistants in GitHub and VS Code
15:27
The AI coding market grew 10x in one year, from $500 million to $5–6 billion.
20:02
Winning the scaffolding may lead to vertical integration into the model
41:21
There won't be a single dominant AI model across all domains and geographies.
1:01:42
Microsoft opts to rent capacity from NeoClouds instead of building all infrastructure in-house
1:12:24
Research compute should be treated as R&D expense to sustain AGI progress
1:26:41
Trust in American tech is more important than model capability alone.

Chapters

Tour through Fairwater 2
00:00
Business models for AGI
03:20
Copilot
12:48
Whose margins will expand most?
20:02
MAI
36:17
The hyperscale business
47:47
In-house chip & OpenAI partnership
1:02:44
The CAPEX explosion
1:09:35
Will the world trust US companies to lead AI?
1:15:07

Transcript

Dwarkesh Patel: Today, we are interviewing Satya Nadella, we being me and Dylan Patel, who is founder of SemiAnalysis. Satya, welcome, Thank you. Satya Nadella: It's great. Thanks for coming over to Atlanta. Dwarkesh Patel: Yeah. Thank you for giving us ...