AI infrastructure
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Nov 18, 2025 by Satya Nadella · across every show →
Everything said about AI infrastructure, oldest first
Nov 18, 2025 bullish
Nadella: AI infrastructure has immediate demand unlike dot-com dark fiber
“The infrastructure itself that's getting laid out. I think it's got a lot more more immediate. Like, it's not like even the, you know, the gestation period of, okay, I built up, you know, dark fiber, which, and, you know, some internet company will first scale…”