Microsoft, every mention
1 scene (said by Shanu Matthew), the whole family · ← back to Microsoft
tap a year for its mentions
every year anyone Shayle Kann 48Bilal Khashid 19Brian Janous 17Stephen Lacey 10Andreas Apley 7Laurent Bueneau 5Shanu Matthew 4Seyed Madaeni 4Jeremy Eliahu-Ontiveros 4Andy Lubershane 4
Verbatim, from the transcripts: the passages where Microsoft comes up
Who benefits from the AI power bottleneck?
- ▶ 7:51 Shanu Matthew The, um, you know, um, Microsoft's of the world, as well as including Meta, which is another hyperscaler, even though they don't have a legacy cloud business, um, that drives, you know, investment spend on GPUs, and that's kind of the… 4 times in the scene