hyperscale cloud providers

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 12, 2024 by Satya Nadella · across every show →

Everything said about hyperscale cloud providers, oldest first

Dec 12, 2024
Prediction Not checkable as stated
Nadella: Hyperscale AI infrastructure will not be a winner-take-all market
“I don't think it's going to be winner-take-all, right? Because a lot, there may be some categories that may be winner-take-all. For example, on the hyperscale side, absolutely not, right? I mean, the world will demand, you know, even ex-China, ah, multiple pro…”
Satya Nadella Dec 12, 2024 ▶ 20:56 Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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