“With AI, we're still more supply constrained than we are demand constrained. And I think I, you know, I expect that to continue over the next couple of years as the technology continues to evolve and as people start to integrate AI into more and more workflows.”
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More from Scott Guthrie
PredictionNot checkable as stated
Highly leveraged AI infrastructure companies face severe financial fallout without monetization
“And I think not every company probably has that. Level of game plan. And I don't think that maybe not every company is probably doing the same level of thoughtfulness of that. And, you know, at some point, you know, different companies will probably be hit by …”
Scott GuthrieOct 1, 2025▶ 26:21Microsoft's Cloud & AI Head on the AI Buildout's Risks and ROI — With Scott Guthrie
Disclosure
Microsoft accesses OpenAI's top models regardless of where they are trained
“Part of what makes our partnership with OpenAI unique is the fact that we do have access to the best models, frankly, whether they're trained on our infrastructure or anywhere else.”
Scott GuthrieOct 1, 2025▶ 10:40Microsoft's Cloud & AI Head on the AI Buildout's Risks and ROI — With Scott Guthrie
Insight
Guthrie: Evaluate AI datacenters by revenue line of sight, not megawatts
“I would focus less on the megawatts that sometimes get reported in the press and more at where are those megawatts and what are you going to do with those megawatts? Is it going to be ultimately capacity that you can use to serve customers? Is it to build bett…”
Scott GuthrieOct 1, 2025▶ 25:21Microsoft's Cloud & AI Head on the AI Buildout's Risks and ROI — With Scott Guthrie
Disclosure
Guthrie: Microsoft supports OpenAI partnering with other infrastructure providers
“We definitely are building out for open AI. And at the same time, the way our partnership works is we're supportive of others. Participating in that as well.”
Scott GuthrieOct 1, 2025▶ 4:23Microsoft's Cloud & AI Head on the AI Buildout's Risks and ROI — With Scott Guthrie
AssertionSupported
Guthrie: Microsoft Fairwater Datacenters Feature Largest Contiguous GPU Blocks Globally
“You know, we recently, for example, announced our Fairwater data, you know, data center regions around the U S we have multiple Fairwaters. And you know, we did a blog post recently of one of our new sites in Wisconsin, and these are, you know, hundreds of meg…”
Scott GuthrieOct 1, 2025▶ 15:15Microsoft's Cloud & AI Head on the AI Buildout's Risks and ROI — With Scott Guthrie
AssertionNot checkable as stated
Guthrie: Microsoft consistently achieves positive ROI repurposing older GPUs
“So far we've always been able to use our GPUs, even ones that we deployed multiple years ago for different use cases and get positive ROI from it. And that's why our depreciation cycle for GPUs is what it is.”
Scott GuthrieOct 1, 2025▶ 28:24Microsoft's Cloud & AI Head on the AI Buildout's Risks and ROI — With Scott Guthrie
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