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Inside Microsoft 2 GW Fairwater AI Data Centers

By Brian Wang

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NextBigFuture
Nov 16, 2025
∙ Paid

Scott Guthrie,Microsoft EVP of Cloud + AI, says the goal is to be able to 10X the AI training every 18-24 months. This likely includes maintaining the 2-4X pace of chip compute improvement.

Microsoft CeOSatya Nadella gave Dylan Patel (founder of SemiAnalysis) and Dwarkesh an exclusive first-look at their brand-new Fairwater 2 datacenter.

Microsoft is bui…

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