Very insightful interview with a High-Ranking Former $Microsoft (MSFT.US)$ employee responsible for AI on the AI chip space and its relation to $NVIDIA (NVDA.US)$ :
1. At the peak of COVID $NVIDIA (NVDA.US)$ said to $Microsoft (MSFT.US)$ that they had to get in line as their order book was so full. Even before that, $Microsoft (MSFT.US)$ went to $# $Intel (INTC.US)$ , which gave them a beautiful roadmap for AI accelerators but with no deadline. That was not acceptable for $Microsoft (MSFT.US)$ .
2. Beca...