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Microsoft's Scott Guthrie Talks New Azure AI Chip and Demand
Original: An Interview with Microsoft’s Scott Guthrie on Azure’s New AI Chip, ‘Insatiable’ AI Demand and Today’s AI Model Price War
Microsoft cloud chief Scott Guthrie discussed the company's new custom AI chip for Azure in an interview, saying demand for AI computing power is 'insatiable'. He also addressed the ongoing price war among AI model providers, as cloud and chip rivals compete aggressively on cost and capacity to serve booming generative AI workloads.
Why now: Microsoft's custom silicon and the AI pricing battle are major developments in the intensifying AI infrastructure race.
Evidence
- An Interview with Microsoft’s Scott Guthrie on Azure’s New AI Chip, ‘Insatiable’ AI Demand and Today’s AI Model Price War · Key Context by Tae Kim
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