Microsoft CEO Satya Nadella says the company’s new AI Superfactory is built to ensure the benefits of artificial intelligence expand value for everyone who uses it
In a new X post, Nadella says the challenge is helping companies build their own artificial intelligence capabilities instead of just renting AI services from Big Tech firms.
Nadella says firms need to develop their own AI-native systems, workflows and intelligence layers, or they risk feeding their data to tech giants, en route to losing competitive advantage.
“I’ve been thinking a lot about what the net benefit of the AI platform wave is. The real question is how to empower every company out there to get more out of this platform shift and build their own AI native capabilities and enterprise value (vs inadvertently just transfer their unique value to the tech sector!!).
Bill [Gates] famously said a platform is when the economic value of everybody that uses it exceeds the value of the company that creates it. That’s the essence of the positive-sum future.”
Nadella says its OpenAI partnership is a working example of that model. He says the collaboration has led to one of Microsoft’s biggest infrastructure milestones yet.
“Our partnership with OpenAI is a great example. Our investment helped them scale; their research accelerated our own innovation. That’s what healthy platforms and partners do—they catalyze and compound progress. There’s no better proof than what we announced just this week. The world’s first AI Superfactory was co-designed with OpenAI and informed by three generations of AI supercomputers we built for frontier model training and inference.”
Last week, Microsoft unveiled its AI Superfactory, a new class of data center design that interconnects multiple facilities across the country, aiming to act as one machine. Nadella says Nvidia and AMD also play critical roles in the effort.
Zooming in, the Microsoft CEO says the “positive-sum” model is now playing out in AI coding.
“You can see the same dynamic in coding. Thanks to AI, the category itself has expanded and may ultimately become one of the largest software categories… This is another aspect of positive sum, when the category itself is redefined and the pie becomes 10x what it was!”
Nadella says he wants the model to expand to every corner of the economy.
“When a pharma company uses AI in silico to bring a new therapy to market in one year instead of twelve. When a manufacturer uses AI to redesign a supply chain overnight. When a teacher personalizes lessons for every student. When a farmer predicts and prevents crop failure. That’s when we’ll know the system is working.
Let us move beyond zero-sum thinking and the winner-take-all hype and focus instead on building broad capabilities that harness the power of this technology to achieve local success in each firm, which then leads to broad economic growth and societal benefits.”
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