{"id":6323,"date":"2025-01-25T12:00:42","date_gmt":"2025-01-25T12:00:42","guid":{"rendered":"https:\/\/finavestra.com\/index.php\/2025\/01\/25\/the-ai-spending-frenzy-is-just-getting-started\/"},"modified":"2025-01-25T12:00:42","modified_gmt":"2025-01-25T12:00:42","slug":"the-ai-spending-frenzy-is-just-getting-started","status":"publish","type":"post","link":"https:\/\/finavestra.com\/index.php\/2025\/01\/25\/the-ai-spending-frenzy-is-just-getting-started\/","title":{"rendered":"The AI spending frenzy is just getting started"},"content":{"rendered":"<div>\nImage: Cath Virginia \/ The Verge, Getty Images<\/p>\n<p class=\"p-large-text\">\u201cAll I know is I\u2019m good for my $80 billion.\u201d<\/p>\n<p>Rarely does a one-liner so perfectly capture the state of the moment. Here, you have Microsoft CEO <strong>Satya Nadella<\/strong> <a href=\"https:\/\/www.theverge.com\/2025\/1\/22\/24349798\/satya-nadella-on-elons-stargate-accusations-all-i-know-is-im-good-for-my-80-billion\">saying he\u2019s \u201cnot in the details\u201d<\/a> about Stargate, the supposedly multi-hundred-billion AI infrastructure project driven by his marquee investment, OpenAI.<\/p>\n<p>Nadella not being read in on the <a href=\"https:\/\/www.ft.com\/content\/4541c07b-f5d8-40bd-b83c-12c0fd662bd9\">nebulous details<\/a> of Stargate says a lot about how much Microsoft and OpenAI have drifted apart. Microsoft is mentioned in the <a href=\"https:\/\/openai.com\/index\/announcing-the-stargate-project\/\">Stargate press release<\/a> since OpenAI\u2019s models are still exclusive to Azure. But the most striking aspect of Stargate is not that the money isn\u2019t there for it yet; it\u2019s that OpenAI\u2019s biggest backer has decided to not participate in what <strong>Sam Altman<\/strong> is calling \u201cthe most important project of this era.\u201d As Nadella made clear on CNBC this week, he\u2019s running his own, $80 billion AI infrastructure buildout and, going forward, OpenAI can get additional compute \u2014 <a href=\"https:\/\/www.theverge.com\/2025\/1\/21\/24349006\/microsoft-openai-compute-partnership\">with his blessing<\/a> \u2014 elsewhere. <\/p>\n<p>While it received fewer headlines this week, I found Nadella\u2019s <a href=\"https:\/\/x.com\/satyanadella\/status\/1882340818289307954\">response to <strong>Elon Musk<\/strong> on X<\/a> even more illuminating. In his response to Musk saying, \u201con the other hand, Satya definitely does have the money,\u201d Nadella responded: \u201c  And all\u2026<\/p>\n<p><a href=\"https:\/\/www.theverge.com\/2025\/1\/24\/24351418\/project-stargate-openai-spending-meta-microsoft\">Read the full story at The Verge.<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Image: Cath Virginia \/ The Verge, Getty Images \u201cAll I know is I\u2019m good for my $80 billion.\u201d Rarely does a one-liner so perfectly capture the state of the moment. Here, you have Microsoft CEO Satya Nadella saying he\u2019s \u201cnot in the details\u201d about Stargate, the supposedly multi-hundred-billion AI infrastructure project driven by his marquee&hellip;<\/p>\n","protected":false},"author":0,"featured_media":6324,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":["post-6323","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tech-news"],"_links":{"self":[{"href":"https:\/\/finavestra.com\/index.php\/wp-json\/wp\/v2\/posts\/6323","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/finavestra.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/finavestra.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/finavestra.com\/index.php\/wp-json\/wp\/v2\/comments?post=6323"}],"version-history":[{"count":0,"href":"https:\/\/finavestra.com\/index.php\/wp-json\/wp\/v2\/posts\/6323\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/finavestra.com\/index.php\/wp-json\/wp\/v2\/media\/6324"}],"wp:attachment":[{"href":"https:\/\/finavestra.com\/index.php\/wp-json\/wp\/v2\/media?parent=6323"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/finavestra.com\/index.php\/wp-json\/wp\/v2\/categories?post=6323"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/finavestra.com\/index.php\/wp-json\/wp\/v2\/tags?post=6323"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}