Mustafa Suleyman: Microsoft AI CEO Mustafa Suleyman: For the next couple years at least, entire AI industry is going to be defined by… | – The Times of India

Microsoft AI CEO Mustafa Suleyman says the AI industry’s next chapter won’t be written by whoever builds the smartest model. It’ll be written by whoever can afford to run one at scale. And right now, that’s a very short list. In a post on X, Suleyman laid out a sharp, economics-first thesis—arguing that inference compute scarcity, not model intelligence, will define winners and losers for the next two to three years. The companies with the margins to buy tokens pull ahead. Everyone else gets rationed out.“For the next couple years at least, the entire AI industry is going to be defined by this fact: demand is going to wildly outstrip supply,…