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Squawk Pod

Squawk Pod Reports from Davos: Microsoft CEO Satya Nadella 01/22/25

Squawk Pod

CNBC

Business News, Investing, Business, News

4494 Ratings

🗓️ 22 January 2025

⏱️ 19 minutes

🧾️ Download transcript

Summary

Andrew Ross Sorkin sits down with Microsoft CEO Satya Nadella at the World Economic Forum in Davos the morning after President Trump announced Stargate, a joint venture between OpenAI, SoftBank, and Oracle aimed to raise at least $100B for AI infrastructure. Nadella discusses AI’s impact on the labor force and Microsoft’s relationship with OpenAI, despite Salesforce CEO Marc Benioff suggesting a fissure in the relationship. Satya Nadella - 04:41 In this episode: Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Transcript

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0:00.0

All I know is I'm good for my 80 billion.

0:07.0

I am going to spend $80 billion building out Azure.

0:11.0

Customers can count on Microsoft.

0:13.0

Microsoft CEO Satya Nadella in Davos for the World Economic Forum,

0:18.0

but committed to the White House's $500 billion stargate venture for AI.

0:23.6

Having a government that wants to talk to the business leaders as one of the constituents is

0:29.2

always welcome. But how close is too close for America? I hope it's not an oligarchy.

0:35.8

Plus, are there problems in artificial intelligence's paradise?

0:39.3

Nadella clears the air on Microsoft's partnership with OpenAI.

0:43.3

We are very, very happy with the access we have to open AI.

0:47.3

It's just that we do have other models that we've built.

0:50.3

We build the public model that we talk about is Phi, which is an SLM, or small language model.

0:55.3

And where AI brings our labor market, Microsoft's vision for jobs in a new era.

1:01.2

At LinkedIn, for example, we've changed what used to be front-end design product into full-stacked builders.

1:07.3

So think about it, right?

1:08.2

So the role itself, the complete scope and scale has changed.

1:12.7

I'm CNBC producer Katie Kramer. SquawkPod reports from Davos. Microsoft CEO,

1:18.6

Satya Nadella, begins right now.

1:35.2

In this podcast episode, we're bringing you another big interview from the World Economic Forum in the Swiss Alps.

1:40.0

On the ground in Davos, Andrew Ross Sorkin has been chatting with leaders of state and business. And apparently, you can't go anywhere without talking about President Trump or Stargate,

1:46.2

the White House's AI venture.

1:48.4

Begin and immediately Stargate will be building the physical and virtual infrastructure

...

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