By Alex Sirois
Publication Date: 2026-10-06 16:45:00
Jensen Huang speaks in gigawatts and doubling demand while Satya Nadella speaks in seat counts and cost curves, but one of them is quietly funding his own customers to keep the story alive.
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NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Microsoft (NASDAQ:MSFT) just reported quarters built on AI. Their chief executives made different promises. Jensen Huang talks in gigawatts and doubling demand. Satya Nadella talks in seats, tokens and cost curves. NVIDIA sells the hardware and Microsoft is one of its biggest buyers, so each set of claims helps test the other.
Gigawatts Carry Huang. Copilot Seats Carry Nadella.
NVIDIA posted revenue of $96.22B, up 105.8% year over year. Networking grew 138%, suggesting buyers want whole AI factories. Huang summed up his view: “Now, compute is revenue.”
At Microsoft, Azure grew 43% and Microsoft 365…
