GPU
also referred to as: gpus
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Nov 18, 2025 by Satya Nadella · across every show →
Everything said about GPU, oldest first
Nov 18, 2025 bullish
Nadella: Microsoft has zero AI utilization issues; capacity is sold out
“I don't have a utilization problem. I may have a PUE, like, I mean, I want higher utilization because it's mostly because it's memory bottleneck or what have you, but that is a different, I mean, like, there is not a thing that I have that's not sold out. In f…”
Feb 26, 2026
Pope: Instruction control dominates CPU cost, unlike GPUs with large payloads
“Reading what do I have to do next? Okay, how do I do that? That is most of the cost on a CPU, whereas if you just keep the same instructions but make the payload a hundred times bigger, then you can shift most of the cost to be in the actual work that you want…”