Microsoft AI CEO Mustafa Suleyman asserts that the AI industry’s future hinges on who can afford to run models at scale, not just who builds the smartest ones. He argues that inference compute scarcity will define winners for the next few years, with high-margin products gaining a significant edge through a data-driven improvement flywheel. Microsoft AI CEO Mustafa Suleyman asserts that the AI industry’s future hinges on who can afford to run models at scale, not just who builds the smartest ones. He argues that inference compute scarcity will define winners for the next few years, with high-margin products gaining a significant edge through a data-driven improvement flywheel.
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