Satya Nadella: Microsoft’s size is a massive disadvantage

Even as speculations suggest that top AI labs like OpenAI and Anthropic have hit a wall due to a shortage of high-quality training data, hindering the development of more advanced models, the generative AI race remains fiercer than ever.

However, investors continue to raise concerns about the billions being plunged into the ever-evolving technology without a well-established profitability path. Microsoft co-founder Bill Gates warned of an AI bubble while comparing it to the dot-com era, where several…