Powering AI at scale: silicon, cloud, and collaboration

In this fireside chat, Rani Borkar, President Azure Hardware Systems & Infrastructure at Microsoft, shares her perspective on the rapid rise of AI at hyperscale and the breakthroughs in semiconductors and system architecture that made it possible. She explores the key trade-offs shaping modern AI datacenters, the importance of ecosystem collaboration across the value chain, and how her “mission first, people always” philosophy guides leadership in a complex, fast-moving domain.