Microsoft Advocates for "Useful Yield" in AI Infrastructure at SEMICON Taiwan 2026

At SEMICON Taiwan 2026, Microsoft's President of Azure Hardware Systems and Infrastructure, Rani Borkar, emphasized a new measure of progress for AI infrastructure: "useful yield." This concept focuses on how efficiently silicon, memory, networking, and power translate into useful output for AI, rather than just raw capacity, to meet the escalating demands of agentic AI.