Laffont: Microsoft reported processing 100 trillion AI tokens in Q1
Philippe Laffont · Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World · May 9, 2025 · at 29:05
Philippe Laffont, founder of Coatue Management, cites Microsoft's token volume metrics to show that AI compute demand is accelerating rapidly.
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“And Microsoft said that in their Q-one they processed a hundred trillion tokens 50 trillion alone in March.”
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