Microsoft, every mention
19 scenes (2025), the whole family · ← back to Microsoft
every year 2025 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
Will inference move to the edge?
- ▶ 6:08 Dr. Ben Lee The first is massive hyperscale data centers, the ones run by Microsoft and Google and Amazon, hundreds of thousands of machines, massive facilities.
Can AI revolutionize EPC?
- ▶ 23:50 Alex Modon You'll do almost all of your kind of rough engineering or hand calcs in Excel.
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
Ag residue and carbon removal
- ▶ 28:24 Shayle Kann It's basically Microsoft, followed by, like, an order of magnitude lower frontier, which is the Stripe Coalition, followed by a bunch of little minnows, you know, in, in relative terms. 2 times in the scene
When to colocate data centers with generation
- ▶ 4:08 Shayle Kann He's the former head of energy at Microsoft, and he thinks about this stuff day in and day out.
Fresh intel from state utility regulatory filings
- ▶ 36:24 Nat Bullard Be like, we'll give you everything you want as long as you don't mind reading a landscape printed PDF of an Excel file that has been turned into 1500 JPEGs and uploaded in one go.
The state of play of data center development
- ▶ 6:28 Chris Sharp I want, I want people to go really comfortable with that is that a lot of these AI capabilities are being embedded in the cloud services you're consuming today, like Copilot and in some of the early capabilities coming to market, but…
Specialized AI brains for physical industry
- ▶ 6:25 Sam Smith-Eppsteiner They live in SharePoint, they live in email, they live in totally different kinds of documentation storage, and so this data is just inherently sort of fragmented and siloed.
How AI is solving real utility challenges [partner content]
- ▶ 0:28 unnamed speaker That's Laurent Bueneau, a power and utilities leader at Microsoft, talking with Stephen Lacey.
- ▶ 3:29 unnamed speaker In this episode, produced in partnership with Microsoft, Laurent Boineau talks with Steven Lacy about where AI can have the biggest impact.
- ▶ 4:30 Laurent Bueneau And with that in mind, yes, we have a generative AI for permitting solution, which customers can deploy on their Azure subscription, which allows teams to work together on permitting and permitting.
- ▶ 5:52 Laurent Bueneau Five co-pilot, for instance, uh, which is, uh, the, uh, general layer within the office suite.
- ▶ 6:43 Stephen Lacey Microsoft recently demonstrated that AI could screen tens of millions of candidates to discover new battery materials, and I'd like your thoughts on how AI is being used for scientific discovery to accelerate clean energy solutions and… 2 times in the scene
- ▶ 11:32 Laurent Bueneau And they use, uh, a tool called, um, Security Copilot. 3 times in the scene
- ▶ 17:09 unnamed speaker To learn more about how Microsoft is working with utilities and other energy companies to deploy AI to accelerate the energy transition, go to microsoft.com slash industry slash energy.
A skeptic’s take on AI electricity load growth
- ▶ 21:12 John Koomey Uh, because that was used, uh, by the head of Microsoft to explain why he thought that demand would not be affected.
- ▶ 45:43 John Koomey Like, you start to see, like, Microsoft, I think, started canceling some of their leases and other things like that, planned leases.
More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
- ▶ 24:39 Nat Bullard I never imagined that the CEO of Microsoft would reference the Jevons paradox, but he did.
Making DERs work for load growth
- ▶ 33:34 Pierre Lafarge Um, Microsoft famously contracted, uh, for the power from a resurrected Three Mile Island, right, through with Constellation.