Home Speakers Brad Smith Quote 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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More from Brad Smith Blog The Golden Opportunity for American AI Jan 3, 2025
A key opportunity for most people will be to develop an AI fluency that will enable them to use AI in their jobs, much as they use laptops, smartphones, software applications, and the internet today. Blog The Golden Opportunity for American AI 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. Blog The Golden Opportunity for American AI Jan 3, 2025
In many ways, artificial intelligence is the electricity of our age, and the next four years can build a foundation for America’s economic success for the next quarter century.
On the same topics Blog Banning self-recursive improvement in AI models? 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. Blog Frontier Overhangs 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. Blog Why I still haven't bought into true RSI 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. Blog Why I still haven't bought into true RSI 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. Podcast Dwarkesh Podcast: Agent swarms, alignment, and recursive self-improvement Sep 17, 2026
If you have five hours, you’re probably going to do a lot better. The AI models are pretty similar. Blog No, Anderson Cooper, AI is not going to kill us all 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. About this quote 
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