Microsoft CEO says ‘adding AI capacity at unprecedented scale’

Says: “We have the most expansive data center fleet for the AI era, and we are adding capacity at an unprecedented scale. We will increase our total AI capacity by over 80% this year, and roughly double our total data center footprint over the next two years, reflecting the demand signals we see. Just this quarter, we announced the world’s most powerful AI data center. Fairwater in Wisconsin, which will go online next year and scale to two gigawatts alone. And we have deployed the world’s first large scale cluster of Nvidia GPT 300. We are building a fungible fleet that’s being continuously modernized and spans all stages of the AI. Life cycle, from pre-training to post-training to synthetic data generation and inference… When it comes to our first party models, we are excited by the performance of our new AI models for text, voice and image generation, which debuted among the top in the industry leaderboards. And we continue to make great progress with our five family of slms, which now have been downloaded over 60 million times, up three x year over year. Beyond models in foundry, we are providing everything developers need to design, customize and manage AI applications and agents at scale. Our new Microsoft (MSFT) Agent framework helps developers orchestrate multi-agent systems with compliance, observability and deep integration.” Comments taken from Q1 earnings conference call.