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custom silicon

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 1, 2025 by Scott Guthrie · across every show →

Everything said about custom silicon, oldest first

Oct 1, 2025 positive
Assertion Not checkable as stated
Guthrie: Every Microsoft GPU server uses in-house custom silicon
“In fact, I think every GPU server that we're running in the fleet right now is using custom silicon at the networking compression storage layer that we've built.”
Scott Guthrie Oct 1, 2025 ▶ 46:08 Microsoft's Cloud & AI Head on the AI Buildout's Risks and ROI — With Scott Guthrie
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