Microsoft CTO hints at new ‘super important’ AI product emerging
Microsoft (NASDAQ:MSFT) Chief Technology Officer Kevin Scott hinted at an important, new artificial intelligence model or product emerging before the end of the year during an interview at Goldman Sachs Communatopia and Technology conference on Tuesday afternoon.
Although he said he could not reveal exactly what it was, he might have provided a clue.
“We have things coming shortly that will be very visible for people looking for signs of progress,” he said. “Look at how much work was done from GPT2 to GPT4. Let me just say, the work has not stopped at GPT4.”
He went on to highlight how important the relationship with OpenAI, the creator of Chat-GPT, has been to Microsoft.
“I think OpenAI, by any objective measure, has been one of the most consequential partners Microsoft has ever had, and Microsoft has had some really good partners,” Scott said.
“I don’t think we are at the point of diminishing marginal returns,” he added. “I think we are on the path of gains. You are not wrong to suggest there are some disrupting things coming.”
The rise of AI remains in the early innings.
“I would encourage folks not to get too swept up in hype, but AI is getting more powerful,” he said. “All of us working on the frontier see there is a lot of power and capability to be built.”
Although there are similarities between the AI revolution and prior technological breakthroughs like the emergence of the internet and smartphones, this time it’s different, at least in terms of build out.
“All of this may be happening faster than what we saw in previous revolutions,” Scott said.
The rate of data center builds to all the parties utilizing those centers is occurring at breakneck speeds.
“Something like this would usually move slow, but not this time,” Scott said. “Everyone in the ecosystem is moving materially faster than ever seen before.”
“So far, demand for the infrastructure has materially outpaced our ability to supply it even as we are building at a pace unseen,” he added.