Brad Smith quote, Jan 3, 2025

Vice Chair and President, Microsoft · Jan 3, 2025 · Post, The Golden Opportunity for American AI

In FY 2025, Microsoft is on track to invest approximately $80 billion to build out AI-enabled datacenters to train AI models and deploy AI and cloud-based applications around the world.

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Words found on the source page on Sep 25, 2026.

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Jan 3, 2025	During the next quarter century, we believe AI can help create the next billion AI-enabled jobs, reaching not just services but manufacturing, transportation, agriculture, government, and every other part of the economy.Jan 3, 2025· Post	PostThe Golden Opportunity for American AI	Source
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Date	Quote	Context	Source
Sep 22, 2026	If the top U.S. labs have to give up on what is supposed to be really important, they will look very “catchable.” The policy creates a big incentive for some other parts of the world to invest a lot more in compute.Tyler CowenSep 22, 2026· Post	PostBanning self-recursive improvement in AI models?	Source
Sep 21, 2026	A world with sufficient compute is one where intelligence is a commodity, and in commodity markets margin comes from a superior cost structure, which I would expect the leading model providers to have, in part because they have a meaningful lead in scaling and can apply superior AI to their infrastructure.Ben ThompsonSep 21, 2026· Post	PostFrontier Overhangs	Source
Sep 19, 2026	I have my doubts that the labs can afford to spend a constant portion of this compute on internal R&D as the total volume goes up, especially with plans to IPO, as they face increased scrutiny on basic economics.Nathan LambertSep 19, 2026· Post	PostWhy I still haven't bought into true RSI	Source
Sep 19, 2026	It is important to not confuse massive steps in inference-time scaling, a dynamic which should be fairly predictable, with being the outputs of RSI, which is highly uncertain.Nathan LambertSep 19, 2026· Post	PostWhy I still haven't bought into true RSI	Source
Sep 17, 2026	If you have five hours, you’re probably going to do a lot better. The AI models are pretty similar.Noam BrownSep 17, 2026· Interview	InterviewDwarkesh Podcast: Agent swarms, alignment, and recursive self-improvement	Source
Sep 10, 2026	But in my view, the net effect of the last decade of “Doomer” talk (Coxon appears to be a card-carrying member of that party) has been to make the Frontier AI companies wealthier and more powerful.Gary MarcusSep 10, 2026· Post	PostNo, Anderson Cooper, AI is not going to kill us all	Source

About this quote

Said by: Brad Smith, Vice Chair and President, Microsoft
Where: The Golden Opportunity for American AI
Topics: Investment, Compute
Company: Microsoft
Source: blogs.microsoft.com/on-the-issues/2025/01/03/the-golden-opportunity-for-american-ai/

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