It looks like MS spent $80,000,000,000 just to make sure its competitors don’t have access to hardware.

By the time it builds the necessary data centers those chips will be obsolete.

Hello! Apologies for the title but the video does not discuss about just Microsoft chips but also about economics around AI and other factors in general which I thought you guys may want to listen to.

Is it just me or does it seem every week Zuckerberg has an $80B bill to pay?

90 minutes? Somebody with some time on their hands care to give a tldr?

Power hookup shortages have created an $80b backlog in Azure fullfilment. Nadela has said he has chips in inventory with nowhere to plug them in. It doesn't mean $80b in GPUs though.

Wow, I'm certain that had no effect on demand, asking for chips you don't need just to keep them out of the hands of consumers.

We should be having trials, it's pure manipulation.

Thanks