Some interesting points from CEO Satya Nadella from earnings:
1. AI scaling laws are continuing to compound across both pre-training and inference-time compute. We ourselves have been seeing significant efficiency gains in both training and inference for years now.
1. AI scaling laws are continuing to compound across both pre-training and inference-time compute. We ourselves have been seeing significant efficiency gains in both training and inference for years now.
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4. From now on, it is a more continuous cycle governed by both revenue growth and capability growth, thanks to the compounding effects of software-driven AI scaling laws and Moore’s law.