Microsoft Just Said the Nvidia Part Out Loud

[Opinion] Understanding capex and expansion strategies is crucial for both investors and supply-chain executives

Aug 02, 2026

Good Evening from Taipei,

One of the most important statements ever made about the global AI rollout came last Wednesday from Amy Hood, Microsoft’s Chief Financial Officer.

She had a lot of competition for quote of the week.

This part is for subscribers only. It’s the best part, and well worth your time. The good news: subscription is free, for now.

Sadly, by the time Microsoft’s Amy Hood said the quiet part out loud it was far too late for Situational Awareness to listen.

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