MSFT's planned expansion of AI compute (2 to 32 GW) signals a shift from conservative to bullish stance on AI.

I put this interview up against Satya Nadella. So, I also have exposure to Microsoft, but Satya has been the kind of guy that's like, "Look, if our investments to Open AI go to zero, it's fine.

We we'll be okay." Which to me suggests he's also wanting to be a little conservative when it comes to artificial intelligence.

But they just did something that makes me think, wait, the conservative guy is getting that much more bullish. That's interesting. And so what happened was uh there's reporting that Microsoft is now planning to 3x their data center exposure.

Anyway, uh, so I got my notes here. Microsoft has 12 gawatts of compute. Of the 12 gawatts of compute, only 2 gawatt or AI compute right now. That's insane data to me. So out of the 12 that they have >> gigawatt uh only two are AI.

Well, they expect to get to now 32 total gigawatts, which that works out to a 3x of total compute, but it's actually a 16x of AI compute because you're going from 2 to 32.