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The biggest competitor to any new AI accelerator is the previous generation of Nvidia.

Drawn from what Satya Nadella said

Subjectsemiconductors
What this subject means

semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.

What Satya Nadella actually said

  1. Satya Nadella Chairman and chief executive officer of Microsoft
    the thing that is the biggest competitor for any new accelerator is kind of even the previous generation of Nvidia right I mean in a fleet what I'm going to look at is the overall TCO

    Where this was said

    Watch from 1:04:28 plays here

    ↗Satya Nadella – How Microsoft thinks about AGIyoutube.com

    12 Nov 2025 · video · 1h 28m · spoken · machine transcript

    All 22 korrents from this recordingthis one is 18th

Added to korrents 7 Sept 2026 · How quotes work · Something wrong? Tell us

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