Nadella's Hedge: Microsoft Wants To Make AI Models Cheap - Then Own The Rails They Run On
Nadella’s Hedge: Microsoft Wants To Make AI Models Cheap – Then Own The Rails They Run On The entire AI capital cycle – roughly $700 billion in hyperscaler capex this year, an estimated $2 trillion-plus through 2028 – is collateralized by one belief: that intelligence is scarce, and therefore priceable. That belief is already under […]
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