Microsoft AI CEO reveals what will really decide AI's winners and losers by 2028

Microsoft AI CEO Mustafa Suleyman argues that the AI industry's future hinges on companies that can afford to run models at scale, not just build the smartest ones. He posits that inference compute scarcity will define winners and losers for the next few years, with high-margin products gaining a significant advantage through a data flywheel of continuous improvement and adoption.

Microsoft AI CEO reveals what will really decide AI's winners and losers by 2028
Microsoft AI CEO Mustafa Suleyman argues that the AI industry's future hinges on companies that can afford to run models at scale, not just build the smartest ones. He posits that inference compute scarcity will define winners and losers for the next few years, with high-margin products gaining a significant advantage through a data flywheel of continuous improvement and adoption.