Satya Nadella — How Microsoft is preparing for AGI
Descripción del Episodio
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 & 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.
Watch on YouTube; read the transcript.
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 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 coderabbit.ai
To sponsor a future episode, visit dwarkesh.com/advertise.
Timestamps
(00:00:00) - Fairwater 2
(00:03:20) - Business models for AGI
(00:12:48) - Copilot
(00:20:02) - Whose margins will expand most?
(00:36:17) - MAI
(00:47:47) - The hyperscale business
(01:02:44) - In-house chip & OpenAI partnership
(01:09:35) - The CAPEX explosion
(01:15:07) - Will the world trust US companies to lead AI?
Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe
Episodios Recientes
Más podcasts de Sociedad y Cultura
Ver toda la categoría →
Dumb Blonde
By shows
<p>Asking the questions others are afraid to. Bunnie XO host of the Dumb Blonde podcast – the ultimate destination for comedy, trending and lifestyle. Get ready to dive into hilarious discussions about relationships, trauma, embarrassing moments, and all the realness life throws at us. Join Bunnie every week to laugh, relate, and embrace your inner healing.</p>
The Snare
By shows
In 1996, 18-year-old Angie Dodge is found brutally murdered in her Idaho Falls home. Police zero in on a suspect and put a man behind bars. But as the years pass, doubts emerge about whether the real killer was ever caught. Leading the fight for answers is an unlikely advocate: Angie’s own mother, who embarks on a decades-long mission to uncover the truth. A six-part series from 20/20 and ABC Audio, hosted by Maggie Rulli. New episodes Tuesdays.
Joy 101 with Hoda Kotb
By shows
<p>Joy is essential.</p> <p>And it's also elusive. You can't order it, borrow it, or simply hope it into life.</p> <p>But now, there's a new and exciting way to start your journey toward a more joyful existence: The Joy 101 Podcast with Hoda!</p> <p>Best known for her Emmy-winning work and co-anchoring <em>Today,</em> Hoda Kotb infuses her authenticity, curiosity, and warmth into conversations with the world’s most fascinating people. Entertainment legends, sport icons, wellness experts, and everyday folks will share how they find, allow, and experience joy. Hoda will offer her own tips and takes on seeking a more balanced, harmonious life. </p> <p>If you're craving inspiration, support, and useful tools to maximize your joy, tune in to these candid, uplifting, and moving on-air chats.</p> <p>Joy after a breakup, joy as an empty-nester, joy after loss, joy as a caretaker — Hoda's new podcast will speak to you.</p> <p>Joy 101 with Hoda Kotb, an iHeartPodcast.</p>
La Silla: On The Record
By shows
Cada semana contamos movidas de poder en Colombia a través de la voz de sus protagonistas. Un podcast de La Silla Podcasts.
Dinero Más Inteligente
By shows
El dinero no solo se gana, se entiende. <br /> En El Dinero Más Inteligente, Valeria Ovalle presenta la economía y Juan Carlos Herrera la conecta al mundo de inversiones. Una conversación entre razón y estrategia para entender el mundo financiero sin complicaciones. <br /> By GBM <br /> Síguenos en <b><a href="https://www.instagram.com/gbmplus_?igsh=czBzOG5mazBwMmlj&utm_source=qr">Instagram</a><b>.</b></b>
Lo que NO se habla con Fer Flores
By shows
Contenidos para construir una Humanidad con H mayúscula con perspectiva psicoanalista, médica, legal, antropológica y espiritual.
After the Whistle with Brendan Hunt and Rebecca Lowe
By shows
<p>Rebecca Lowe (Fox Sports) and Brendan Hunt (‘Ted Lasso’) are teaming up again to take on the 2026 World Cup! They’ll ride an emotional roller coaster together as 48 teams play 104 action-packed matches across the U.S., Canada, and Mexico. They’ll bring you all the joy and the drama, the hope and the heartbreak — and help you understand the matchups and personalities that will make this the biggest sporting and cultural event of our lifetimes</p><p>‘After the Whistle With Brendan Hunt and Rebecca Lowe’ is an Apple News Original podcast presented by Verizon.</p>
