Microsoft executives question Satya Nadella over AI compute resource allocation strategy

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Microsoft executives are questioning CEO Satya Nadella's strategy for allocating AI computing capacity, amid GitHub outages and a 24 percent drop in the stock ahead of Q4 earnings.
The company is spending $190 billion on AI capital expenditure this year, but executives say it is still not securing enough compute.
CFO Amy Hood told investors that first-party apps get GPUs first, with Azure customers receiving the remainder, yet reports say capacity is being directed to Azure tenants like Adobe ahead of M365 Copilot.
Business Insider reports Microsoft is now shopping for extra capacity from Amazon and Google.

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Named United States · Adobe · Azure · GitHub · M365 Copilot · Amazon · Amy Hood · Business Insider · Google · Microsoft · Satya Nadella

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