Episode
Satya Nadella — How Microsoft is preparing for AGI
Dwarkesh Podcast · Nov 12, 2025 · 1 h 28 min
As part of this interview, Satya Nadella gave Dylan Patel (founder of SemiAnalysis ) and me an exclusive first-look at their brand-new Fairwater 2 datacenter. Microsoft is building multiple Fairwaters, each of which has hundreds of thousands of GB200s & GB300s. Between all these interconnected buildings, they’ll have over 2 GW of total capacity. Just to give a frame of reference, even a single…