As OpenAI reportedly seeks to build its own vast AI data centers, Satya Nadella offers a potent reminder: Microsoft already commands one of the world’s most expansive and sophisticated cloud infrastructures. This isn’t just a matter of having servers, but of possessing decades of expertise in managing global-scale data centers, cooling, power, networking, and security – precisely the components critical for training and deploying advanced AI models. While others race to lay the foundation, Microsoft is already operating on an industrial scale, providing a significant strategic advantage in the intensely compute-heavy generative AI era.
