Satya Nadella will spend $80 billion building out Azure.
“I'm going to spend $80,000,000,000 building out Azure.”
→ Read the source episode
Our resolution criterion
disputableMicrosoft's capital expenditure on Azure infrastructure reaches or exceeds $80 billion cumulatively from the date of this statement forward.
More from All-In with Chamath, Jason, Sacks & Friedberg
Brad Gerstner predicts only 25 gigawatts of compute will be added in 2027, with 12.5 gigawatts going to Anthropic and OpenAI.
Chamath predicts CIOs will be fired within next year for data leakage via frontier model APIs
Chamath predicts NVIDIA/Jensen will surpass Chinese AI models by end of 2027.
Brad Gerstner predicts the top three AI labs (Anthropic, OpenAI, SpaceX) will collectively reach $180B annual run rate revenue by end of 2026.
Michael Kratios predicts the first elements of a moon base will be established by 2030.
Jared Isaacman predicts Artemis four will occur in 2028 with American astronauts returning to the lunar surface.
Summaries are ours; the quote is a verbatim transcript excerpt. Our resolution criteria are editorial and disputable. How this works.