Nicholas Mugalli(@RealNickMugalli):Satya Nadella just laid out what $MSFT next decade looks like.Custom silicon. AI baked into Windows. A developer box built with NVIDIA. Reasoning models. And more data center capacity added in 18 months than Azure built in its entire first decade. A decade of infrastructure in 18 months. Jensen Huang joined from Taiwan at 3am to appear at Microsoft Build. This guy is a machine. It’s a joint venture on the future of computing. Bullish

Nicholas Mugalli

@RealNickMugalli

Institutional TMT research, made public. AI, semis, data & macro. Daily pre-market brief. Full research reports on Substack

参加 October 2021

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Nicholas Mugalli@RealNickMugalli

2026.06.02 17:19

Satya Nadella just laid out what $MSFT next decade looks like.Custom silicon. AI baked into Windows. A developer box built with NVIDIA. Reasoning models. And more data center capacity added in 18 months than Azure built in its entire first decade. A decade of infrastructure in 18 months. Jensen Huang joined from Taiwan at 3am to appear at Microsoft Build. This guy is a machine. It’s a joint venture on the future of computing. Bullish