M365
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Nov 12, 2025 by Mustafa Suleyman · across every show →
Everything said about M365, oldest first
Nov 12, 2025 neutral
Suleyman: Microsoft is power-constrained on AI inference, not training
“Well, I think what he was referring to is that we have so much inference demand that we're power constrained on inference. We're not power constrained, at least from the Microsoft AI perspective on training chips. And obviously my team, you know, is mostly foc…”