Gurley expresses skepticism about sovereign server stacks, comparing them to Microsoft's failed NT server-per-employee pitch given rapid depreciation.
“So I would just, there was a time at which Microsoft was trying to convince the world that we'd all need an NT server for every employee.”
Gurley sees sufficient evidence of AI demand from sovereigns and hyperscalers placing real orders for supercomputers.
“there are enough breadcrumbs in the world today that people are making forward bets that the need for more training and the need for more inference, there's sufficient evidence to cause them to put real money up against this.”