Racing to Harness More Energy & Compute Power #artificialintelligence #neuralnetworks

In this exclusive interview, Satya Nadella explores the accelerating global race to secure energy and compute power. As AI models grow, so does the need for massive infrastructure, and now both companies and countries are investing heavily in building and leasing hyperscale compute capacity. Nadella shares how leasing strategies for 2027–2028 will play a key role in shaping the economics of AI, and why increased competition may actually lead to lower compute prices in the future. This conversation highlights the convergence of AI, energy, capital deployment, and infrastructure planning—making it essential viewing for anyone interested in the future of AI at scale.

Transcript: "And I look at it and say now the memo has gone out that hey you need more energy and you need more compute Thank God for it And so everybody's going to race In fact I look at the number of It's not just companies deploying countries are going to deploy capital And And they will be clearly like I'm so excited to be a leaser because by the way I build a lot I lease a lot I am thrilled that I'm gonna be leasing a lot of capacity in 27 28 because I look at the bills and I'm saying this is fantastic The only thing that's gonna happen with all the compute bills is the prices are gonna come down"

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#SatyaNadella #ComputePower #AIInfrastructure #EnergyAndAI #Hyperscale #AIEconomics