Unfortunately missing a sunny bank holiday at home. Currently at Heathrow where apparently the record has been broken for the hottest day of May on record at 33.6 degrees C. Luckily I am inside and in air conditioned space tho. bbc.co.uk/news/live/c1w24llv…

Pondering future workplace of #AI #Agents. How will AI do office politics vs each other? Will one AI get pay rises & promos just ‘cos they happen to be in right role at right time rather than specific skill or judgement? Will AI learn “cookie licking” for credit / turf wars?

Many headlines, discussion or "truths" around #AI - especially #infrastructure & #datacenters seem to be "My uncle’s friend Jenny's brother has a colleague at work who overhead someone on the bus saying ..." linkedin.com/posts/andrewjon…

$MSFT Microsoft Q3 FY26 (March quarter): ☁️ Azure 39% fx neutral. • Revenue 18% Y/Y to $82.9B ($1.5B beat). • Gross margin 68% (-1pp Y/Y) • Operating margin 46% ( 1pp Y/Y). • EPS $4.27 ($0.22 beat).

Just wrapped our quarterly earnings call. We are focused on delivering AI infrastructure and solutions that empower every business to eval-max their outcomes in this agentic computing era. Our AI business surpassed a $37 billion annual revenue run rate, up 123%. We are at the beginning of one of the most consequential platform shifts that will change the entire tech stack as we move from end-user driven workloads to workloads driven by end-users and agents. This will drive TAM expansion and change the value creation equation across the entire economy. To capture this opportunity, we are executing against two major priorities:

WiFi is struggling to cope at Salishan #HPC conference - close to non functional. So lots of attendees turning on personal phone hotspots to get their laptops online. Fascinating to browse the list of personal hotspot names to see what name people use for their phone / hotspot.

Question to ponder: Change always creates opportunity, even if only relative to others in the ecosystem. So which type of #HPC user or facility could benefit most from the way #AI is changing our community? And who might that gain be relative to?

Two sunsets either side of a long journey - one taken yesterday looking out across the mouth of the River Mersey to Liverpool Bay - and the second taken today on the Oregon Pacific Coast.

Boarding another transatlantic flight - but no wifi on this flight at all - seems a rare thing these days.

In computer science, Epsilon is the smallest distinguishable difference between two numbers in floating point. But did you know the idea of an epsilon came to the inventor when staying in a hotel and trying to find the tiny gap between scalding & freezing on his shower dial?

We’re the first cloud to bring up an NVIDIA Vera Rubin NVL72 system for validation, another big step in building the next generation of AI infrastructure with NVIDIA.

I’m not sure which is more annoying: Seeing posts that I know are blatant clickbait … … or not being able to resist myself reading/watching (or 😱 replying!) even when knowing they are clickbait.

Microsoft and OpenAI joint statement on continuing partnership blogs.microsoft.com/blog/202…

Heading out of Houston after a very productive and enjoyable couple of days at the Rice Energy #HPC #AI Conference this week. Thanks to the committee for inviting me to the opening panel and for putting on a great event as always. Onwards to my next stop.

Blue sky and sunshine - haven’t seen much of that recently … nice location for some calls before I head to meetings.

Used the long flight to rearrange the app icons on my iPhone screen … so now I’ll spend all week not being able to find my apps quickly!

I used to visit Houston several times a year in my previous role but as far as I can remember this is my first visit to Houston since joining Microsoft 6 years ago - here for the always excellent #Rice #EnergyHPCAI conference #HPC