Unlocking Hyperscale: Winning Strategies for Market Success

In this exclusive interview, Satya Nadella breaks down the real strategies behind winning in hyperscale markets. Learn why choosing the right Total Addressable Market (TAM)—where multiple winners can thrive—is a key to sustainable success. Satya discusses how AI models, at their core, must run on hyperscale compute, and why the model layer depends on infrastructure that can scale with data and demand. If you’re building in cloud, AI, or enterprise tech, this conversation reveals how to align business models with the compute revolution. Explore the future of hyperscale platforms, strategic positioning, and long-term infrastructure advantages with one of the tech industry’s sharpest minds.

Transcript: "Because that you got to get right Because categories you want I like to enter categories which are big TAMs where you don't have to even have the risk of it all being winner take all Right Right I mean so if you're running like the best news to be is in a big market that can accommodate a couple of winners and you're one of them Right So that's what I was I meant by the the hyperscale Got it In the model layer one is models need ultimately to run on some hyperscale compute Right So that's sort of that nexus I feel is sort of going to be there forever right Because again it's just not the model but the model needs state"

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