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satya nadella

T2 · manager / operator

Chairman and CEO of Microsoft. He has led the company's expansion in cloud computing and artificial intelligence.

3 calls·2 names·100% bull·last heard 2 months ago·NVIDIA+1
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stmedium conviction
$MSFTMicrosoftposition

Windows coming to GB300 brings data center-class AI to the desktop

Microsoft is extending Windows to Nvidia's GB300 platform, effectively putting data center-scale AI compute on the desktop and expanding the developer surface area for agentic applications.

NVIDIA2026-06→
2ndmedium conviction
$NVDANvidia

Satya Nadella confirms Microsoft validating Vera Rubin and Fairwater built for Grace Blackwell era

Microsoft is already validating Vera Rubin systems and co-designed Fairwater data center architecture specifically for the Grace Blackwell generation, with deep engineering alignment before silicon tape-out enabling immediate deployment.

NVIDIA2026-06→

most discussed · click a bar to filter

3 total
$MSFT
···
Microsoft
MEDsatya nadella·NVIDIA·2 months ago· position
Windows coming to GB300 brings data center-class AI to the desktop
Microsoft is extending Windows to Nvidia's GB300 platform, effectively putting data center-scale AI compute on the desktop and expanding the developer surface area for agentic applications.
"I'm also excited about Windows coming to the GB300. Uh and so, that's another thing that's kind of like data center right on your desktop and it's so exciting."
3:27
$NVDA
···
Nvidia
MEDsatya nadella·NVIDIA·2 months ago
Satya Nadella confirms Microsoft validating Vera Rubin and Fairwater built for Grace Blackwell era
Microsoft is already validating Vera Rubin systems and co-designed Fairwater data center architecture specifically for the Grace Blackwell generation, with deep engineering alignment before silicon tape-out enabling immediate deployment.
"We're validating Vera Rubin. We're very excited about it. It is custom-built essentially for the Grace Blackwell era to be able to max the data center design with the system desig…"
3:40
$MSFT
···
Microsoft
HIGHsatya nadella·BG2 Pod·9 months ago
AI increases the data gravity of Microsoft 365 and GitHub
AI-generated code, documents and conversations flow back into GitHub and Microsoft Graph, reinforcing the data advantage and monetization potential of Microsoft's deeply embedded productivity platforms.
"one of the fascinating things that's happened with both GitHub and Microsoft 365 is thanks to AI, we are seeing all-time highs in terms of data that's going into the graph or the…"
54:30