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Microsoft's Winterrose Urges GPU Support for AI Startups

10/26/2025

Summary

Story summary

Britton Winterrose, Microsoft’s lead for Startups, criticized Jensen Huang, Nvidia's founder and CEO, for prioritizing bitcoin miners over AI startups and called for intervention.
He said GPUs are essential to support the startups he advises amid a depleted GPU supply.
Augusto Marietti, CEO of Kong, acknowledged an AI bubble but said significant capital expenditures are needed for future infrastructure, likening it to 19th-century railroad expansion.

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Story summary

Britton Winterrose, Microsoft’s lead for Startups, criticized Jensen Huang, Nvidia's founder and CEO, for prioritizing bitcoin miners over AI startups and called for intervention.
He said GPUs are essential to support the startups he advises amid a depleted GPU supply.
Augusto Marietti, CEO of Kong, acknowledged an AI bubble but said significant capital expenditures are needed for future infrastructure, likening it to 19th-century railroad expansion.