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The Latest Breaking News from Satya Nadella

Michael Burry Doubles Down On AI Bubble Claims As Short Trade Backfires: Says Oracle, Meta Are Overstating Earnings By 'Understating Depreciation'

Famed investor Michael Burry is doubling down on his AI bubble claims, as his short position backfires following the rally in key stocks early this week.

Benzinga

"You may actually have a bunch of chips sitting in inventory that I can’t plug in" - Satya Nadella admits an embarrassing shortcoming, so let's hope it doesn't set the company back in the AI arms race

Microsoft’s AI growth faces power shortages as global energy limits challenge data center expansion and raise fears of an AI bubble.

TechRadar

PlayStation forced Microsoft to give up Xbox exclusives — now it wants to destroy Xbox at cloud gaming and Xbox Play Anywhere cross-buy as well

PlayStation's new "Stream Your Own Game" feature has over a thousand titles, utterly destroying Xbox Cloud Gaming's "Stream Your Own Game" feature. Although, it is limited to a specific piece of PlayStation hardware ...

Windows Central

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Sam Altman is tired of the AI bubble talk — and says OpenAI could be worth $100 billion by 2027

OpenAI CEO Sam Altman is fed up with critics, says 'enough' to questions about OpenAI's finances, and claims the company's revenue is "growing steeply" and exceeding $13 billion annually.

Windows Central

If Microsoft can't source enough electricity to power all the AI GPUs it has, you have to wonder how Amazon is going to cope in its new $38 billion deal with OpenAI

I worry about powering the sole GPU that's in my gaming rig, so that means I'm bonding with Microsoft, right?

PC Gamer

Satya Nadella bet billions on OpenAI when no one else would — and it changed everything

OpenAI CEO Sam Altman recently revealed how Microsoft's early bet and investment in the company played an instrumental role in its success in the ever-evolving AI landscape.

Windows Central

Trump Says Will 'Not Let Anybody Have' Nvidia Chips—But Satya Nadella Reveals MSFT's Chips Are Lying In 'Inventory' Due To Power Shortage

Even as President Donald Trump said that the U.S. won’t share Nvidia Corp.‘s (NASDAQ:NVDA) “advanced” chips with China, Microsoft Corp. (NASDAQ:MSFT) CEO Satya Nadella has revealed that the primary bottleneck for AI growth is no longer the supply of GPUs but a lack of power and data center infrastructure.

Benzinga

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Microsoft CEO says the company doesn't have enough electricity to install all the AI GPUs in its inventory - 'you may actually have a bunch of chips sitting in inventory that I can’t plug in'

Microsoft CEO Satya Nadella said in an interview that he has some AI chips in inventory that he cannot use because he has nowhere to plug them in.

Tom’s Hardware

After Satya Nadella Revealed That Bill Gates Warned Him Against OpenAI Investment, Altman Says Microsoft 'Early Conviction' Led To Company's Rise

On Friday, OpenAI CEO Sam Altman praised Microsoft Corporation (NASDAQ:MSFT) and its CEO Satya Nadella for their decisive early investment and unwavering support, saying the tech giant's conviction played a defining role in ChatGPT-maker's transformation into an artificial intelligence powerhouse.

Benzinga

Microsoft’s CEO compared Xbox to TikTok — and the internet is confused for the wrong reason (here's why)

Yes, Xbox competes with TikTok and other forms of social media. But the reason TikTok is winning is because Microsoft refuses to be more social and culturally open — It's no surprise Roblox and Steam are eating Xbox's lunch. Microsoft is VERY uncool.

Windows Central

Microsoft CEO Satya Nadella says Bill Gates told him his big bet on OpenAI would be a flop: ‘Yeah, you’re going to burn this billion dollars’

Nadella said despite the risk, “it was not that hard to convince anyone.”

Fortune

Sam Altman's OpenAI Targets Up To $1 Trillion Valuation In Historic IPO After Major Restructuring And California Approval: Report

OpenAI is reportedly laying the groundwork for a potential initial public offering that could value the ChatGPT maker at up to $1 trillion, marking what could become one of the largest IPOs in history.

Benzinga

Microsoft reports strong earnings as Azure hit by major outage

Tech giant reports earnings of $3.72 per share day after deal with OpenAI pushed value of company to more than $4tn

The Guardian - US

Next-Gen Xbox? More Like a PC, According to Satya Nadella

Xbox's next console offering might hardly be a console.

Operation Sports

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GamesRadar

With over 9,000 people laid off, Xbox more expensive than ever, and several studios closed, Microsoft's pro-AI CEO says the "best way to innovate is to have good margins"

You'd think having an extra 9,000 people around would help with the whole innovating thing

Windows Central

Microsoft's CEO Satya Nadella says Bill Gates almost nuked Microsoft's partnership with OpenAI before it started — "You're going to burn this billion dollars"

Microsoft CEO Satya Nadella revealed that securing board approval for investing $1 billion in OpenAI was challenging. Bill Gates warned that it was like setting the money ablaze.

Benzinga

Bill Gates Told Satya Nadella 'You're Going To Burn This Billion Dollars' By Investing In OpenAI — But Microsoft's Bet Became A 100-Bagger

When Bill Gates cautioned Satya Nadella that Microsoft Corporation's (NASDAQ:MSFT) $1 billion OpenAI investment could go up in flames, few could have imagined it would turn into a $135 billion stake.

GamesRadar

Valve has done a "very good job" of building a "massive marketplace" on Windows with Steam, but Microsoft and Xbox are looking to go one step further: "We're going to be everywhere"

Microsoft CEO Satya Nadella also adds another hint that the next Xbox will be a PC hybrid

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PC Gamer

The best way to innovate in gaming 'is to have good margins,' says Microsoft CEO Satya Nadella, so I guess he'll be reinvesting his $96.5 million payday back into Xbox any second now

Maybe you can make more sense of Satya Nadella's comments on gaming than I can.

Windows Central

Microsoft CEO Satya Nadella is "looking forward," to the next Xbox — "We want to do innovative work on the system side, on both console and PC."

In a new interview, Microsoft CEO offered some rare comments on Xbox's gaming strategy, talking up the new console and musing on the death of the Xbox exclusive.

PC Gamer

Despite mass layoffs and a previous pay cut, Microsoft's CEO is taking home nearly $100 million this year

That's a 22% pay bump from last year.

Windows Central

Satya Nadella is skipping Ignite 2025 — Judson Althoff will lead the keynote instead

Microsoft has confirmed that Satya Nadella will be skipping Ignite 2025, with newly appointed CEO of commercial Judson Althoff leading the main keynote instead.

TechRadar

Microsoft CEO Satya Nadella gets a major pay rise - but will its increasing AI focus be enough to continue to pay the bills?

Microsoft’s soaring AI revenues boost executive rewards, exposing sharp inequality and uncertainty about whether such growth can truly last.

Windows Central

ON THIS DAY: The future of Windows Mobile – Does Microsoft want to reboot the concept of a phone?

Windows Phone is dead, at least as we know it. Microsoft has demonstrated that they can invent new hardware categories like the Surface Book and HoloLens. What would happen if they applied that same desire to mobile phones? Let's talk about the future of Microsoft.

Fortune

Goldman Sachs CEO David Solomon says AI won't destroy human jobs—'Yes, job functions will change…but I'm excited about it'

Goldman Sachs CEO David Solomon said every CEO he speaks with is focused on AI automation, and despite “volatility” around jobs, humans will adjust to a new normal.

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