2025-11-13
Dwarkesh Podcast
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Q&A with Satya Nadella on business models for AGI, Copilot, Microsoft AI, the hyperscale business, the OpenAI partnership, capex, sovereign AI efforts, and more
As part of this interview, Satya Nadella gave Dylan Patel (founder of SemiAnalysis) and me an exclusive first-look at their brand-new Fairwater 2 datacenter.
2025-10-11
SemiAnalysis
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SemiAnalysis launches InferenceMAX, an open-source benchmark that automatically tracks LLM inference performance across AI models and frameworks every night
vendor-neutral suite runs nightly and tracks performance changes over time Tae Kim / Barron's Online : Nvidia Touts Software Advantage in Beating Rivals Like AMD Dion Harris / NVIDIA : NVIDIA Blackwel...
2023-05-05
Bloomberg
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Sources: Microsoft is helping finance AMD's AI chip expansion and working with the chipmaker on Microsoft's own processor for AI workloads, codenamed Athena
and its own slate of newly introduced AI services — are requiring computing power at a level beyond what the company expected when it ordered chips and set up data centers.” https://www.bloomberg.com/...
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