Dylan Patel

You look at all these various technologies, it's deployed everywhere.

The thing that is quite unique, and Microsoft and other companies have grown elsewhere, right?

They're building data centers in Europe and in India and in all these other, you know, in Southeast Asia and in Latin and Africa, right?

All of these different places you're building capacity.

But this seems quite different, right?

Today, the political aspect of technology, of compute, the US administration didn't care about the dot-com bubble, right?

It seems like the US administration, as well as every other administration around the world, cares a lot about AI.

and the question is you know we're in a sort of a bipolar world at least with us and china but europe and and india and all these other countries are are saying no actually we're gonna have sovereign ai as well how does microsoft navigate you know the difference of the 90s where it's like there's one country in the world that matters right it's america and we do our companies sell everywhere and therefore microsoft benefits massively to a world where it is bipolar where hey microsoft can't just necessarily have the right to win all of europe or india or

Singapore, there's actually sovereign AI efforts.

What is your thought process here and how do you think about this?

The thing about this is that this doesn't exist for semiconductors, right?

Exactly.

All refrigerators, cars have chips made in Taiwan.

It didn't exist until now.

America, you know, if Taiwan is cut off, there are no more cars, there are no more refrigerators.

TSMC Arizona is not replacing any real fraction of the production.

Like, it is...

The sovereignty is a bit of like a scam, if you will, right?

I mean, it's worthwhile having it.

It's important to have it, but it's not real sovereignty, right?