if you’re in the camp that believes ai is the next electricity, this is basically the industrial revolution on steroids. microsoft throwing down $80b signals that they see themselves as the infrastructure backbone for the next phase of human advancement. this isn’t just cloud & chips; it’s the foundation for a future where every product, service, & decision has some ai component baked in.

the scale is staggering. they’re not just building for today’s models—they’re betting on exponential demand for capabilities we can’t even articulate rn. it’s like investing in highways before cars existed but with way more zeros.

the upside is undeniable if you zoom out enough: massive productivity gains, new industries, solving problems we didn’t know we could solve.