Nadella won’t call it a bubble. He’ll only say how it ends badly.
THE SO WHAT
When Nadella talks about how the AI cycle could “end badly” while simultaneously prioritizing Copilot and custom silicon, he’s acknowledging that the constraint is sustainable economics of compute, not model capability. Operators should be modeling AI projects with explicit assumptions on future compute pricing and availability — and stress-testing what happens if those assumptions break.
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