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Nadella compared today's AI boom to the early days of the internet and described it as a pivotal moment for the economy.
He pointed out that countries with strong energy grids and data centers will be the ones leading in AI.
He argued that tokens—the computational units used to run AI—need to be translated into economic growth, and that cheaper tokens could give countries and firms an advantage.

Nadella sees a future where AI is part of everyday work life, not just controlled by a few big companies, and helps everyone get more done.
He isn't worried about an "AI bubble" as long as these tools make us more productive overall.
Meanwhile, Microsoft's Azure cloud business is already seeing big growth thanks to this push into AI.