<description>&lt;p&gt;As part of this interview, Satya Nadella gave Dylan Patel (founder of &lt;a target="_blank" href="https://semianalysis.com/"&gt;SemiAnalysis&lt;/a&gt;) and me an exclusive first-look at their brand-new Fairwater 2 datacenter.&lt;/p&gt;&lt;p&gt;Microsoft is building multiple Fairwaters, each of which has hundreds of thousands of GB200s &amp; 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.&lt;/p&gt;&lt;p&gt;Satya then answered a bunch of questions about how Microsoft is preparing for AGI across all layers of the stack.&lt;/p&gt;&lt;p&gt;Watch on &lt;a target="_blank" href="https://youtu.be/8-boBsWcr5A"&gt;YouTube&lt;/a&gt;; read the &lt;a target="_blank" href="https://www.dwarkesh.com/p/satya-nadella-2"&gt;transcript&lt;/a&gt;.&lt;/p&gt;&lt;p&gt;Sponsors&lt;/p&gt;&lt;p&gt;* &lt;a target="_blank" href="https://labelbox.com/dwarkesh"&gt;Labelbox&lt;/a&gt; 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 &lt;a target="_blank" href="https://labelbox.com/dwarkesh"&gt;labelbox.com/dwarkesh&lt;/a&gt;&lt;/p&gt;&lt;p&gt;* &lt;a target="_blank" href="https://coderabbit.ai/"&gt;CodeRabbit&lt;/a&gt; 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 &lt;a target="_blank" href="https://coderabbit.ai/"&gt;coderabbit.ai&lt;/a&gt;&lt;/p&gt;&lt;p&gt;To sponsor a future episode, visit &lt;a target="_blank" href="https://www.dwarkesh.com/advertise"&gt;dwarkesh.com/advertise&lt;/a&gt;.&lt;/p&gt;&lt;p&gt;Timestamps&lt;/p&gt;&lt;p&gt;(00:00:00) - Fairwater 2&lt;/p&gt;&lt;p&gt;(00:03:20) - Business models for AGI&lt;/p&gt;&lt;p&gt;(00:12:48) - Copilot&lt;/p&gt;&lt;p&gt;(00:20:02) - Whose margins will expand most?&lt;/p&gt;&lt;p&gt;(00:36:17) - MAI&lt;/p&gt;&lt;p&gt;(00:47:47) - The hyperscale business&lt;/p&gt;&lt;p&gt;(01:02:44) - In-house chip &amp; OpenAI partnership&lt;/p&gt;&lt;p&gt;(01:09:35) - The CAPEX explosion&lt;/p&gt;&lt;p&gt;(01:15:07) - Will the world trust US companies to lead AI?&lt;/p&gt; &lt;br/&gt;&lt;br/&gt;Get full access to Dwarkesh Podcast at &lt;a href="https://www.dwarkesh.com/subscribe?utm_medium=podcast&amp;#38;utm_campaign=CTA_4"&gt;www.dwarkesh.com/subscribe&lt;/a&gt;</description>

Dwarkesh Podcast

Dwarkesh Patel

Satya Nadella — How Microsoft is preparing for AGI

NOV 12, 202587 MIN
Dwarkesh Podcast

Satya Nadella — How Microsoft is preparing for AGI

NOV 12, 202587 MIN

Description

<p>As part of this interview, Satya Nadella gave Dylan Patel (founder of <a target="_blank" href="https://semianalysis.com/">SemiAnalysis</a>) and me an exclusive first-look at their brand-new Fairwater 2 datacenter.</p><p>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.</p><p>Satya then answered a bunch of questions about how Microsoft is preparing for AGI across all layers of the stack.</p><p>Watch on <a target="_blank" href="https://youtu.be/8-boBsWcr5A">YouTube</a>; read the <a target="_blank" href="https://www.dwarkesh.com/p/satya-nadella-2">transcript</a>.</p><p>Sponsors</p><p>* <a target="_blank" href="https://labelbox.com/dwarkesh">Labelbox</a> 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 <a target="_blank" href="https://labelbox.com/dwarkesh">labelbox.com/dwarkesh</a></p><p>* <a target="_blank" href="https://coderabbit.ai/">CodeRabbit</a> 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 <a target="_blank" href="https://coderabbit.ai/">coderabbit.ai</a></p><p>To sponsor a future episode, visit <a target="_blank" href="https://www.dwarkesh.com/advertise">dwarkesh.com/advertise</a>.</p><p>Timestamps</p><p>(00:00:00) - Fairwater 2</p><p>(00:03:20) - Business models for AGI</p><p>(00:12:48) - Copilot</p><p>(00:20:02) - Whose margins will expand most?</p><p>(00:36:17) - MAI</p><p>(00:47:47) - The hyperscale business</p><p>(01:02:44) - In-house chip & OpenAI partnership</p><p>(01:09:35) - The CAPEX explosion</p><p>(01:15:07) - Will the world trust US companies to lead AI?</p> <br/><br/>Get full access to Dwarkesh Podcast at <a href="https://www.dwarkesh.com/subscribe?utm_medium=podcast&#38;utm_campaign=CTA_4">www.dwarkesh.com/subscribe</a>