SemiAnalysis President Says Microsoft Is 'Getting Owned' In AI Race, Praises AWS Scale

Doug O’Laughlin, president of SemiAnalysis, an independent research firm specializing in semiconductors and AI, said Microsoft Corp. (NASDAQ:MSFT) is falling behind in the artificial intelligence race despite its OpenAI partnership, as rivals ramp up infrastructure spending.Microsoft’s Position In AI Race“Microsoft’s not in the race. Where are they? They’re getting owned,” O'Laughlin said in a recent conversation with John Coogan and Jordi Hays at TBPN.When questioned by Coogan why Microsoft doesn’t announce and integrate new AI models on the same day they launch, O’Laughlin called it a “skill issue.”O’Laughlin said CEO Satya Nadella has positioned himself as “product manager of co-pilot” rather than CEO. “You can argue it is now existential. He’s decided, like hey my CEO job is getting this one thing ...Full story available on Benzinga.com