AI stack
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 stack, oldest first
Nov 18, 2025 positive
Nadella: Microsoft's AI layers must succeed on their own independent merits
“We have an infra business, we have an app server business, and we have an apps business. Just simplifying. I want those three things to stand for them, their own, on their own merits. We ourselves, of course, want to have the feedback loop across these three l…”