Cloud Infrastructure Business
topic on 2 shows · 2 statements across 2 episodes
2 statements about Cloud Infrastructure Business, every show
Nadella: Cloud AI success requires an efficient token factory and high fleet utilization
“When I look at sort of in the cloud infrastructure business, one of the key things you have to do is have two things. One is an efficient, like in this context, in a very efficient token factory, and then high utilization. That's it. There are two simple thing…”
Taylor: AI model market will consolidate into a few massive capex players
“I think we have probably have too many people building models right now. There's already been some consolidation actually of companies being folded into Amazon and Microsoft and others. But I do think it will play out a bit like the cloud infrastructure busine…”