2025-11-03
“The biggest issue we're having now isn't chips — it's POWER. If you can't build close to power, you'll have a bunch of chips sitting in inventory you can't even plug in. It's not a chip supply problem anymore — it's a power problem.” — Satya Nadella, Microsoft CEO ⚡️ It's easy [video]
Tom's Hardware
In an interview, Satya Nadella says Microsoft faces a power shortage, but not a compute one, which could leave “chips sitting in inventory that I can't plug in”
Canada, UK, Europe—missed this memo. Now they're paying for it. Mon / @moninvestor : Microsoft's CEO says they have chips they can't use because there isn't enough power or data ce...
@StockSavvyShay Datacenters with cheapest energy will yield most profits for hyperscalers, so therefore $CIFR will sign big deals. Every 1 cent matters. [image]
Tom's Hardware
In an interview, Satya Nadella says Microsoft faces a power shortage, but not a compute one, which could leave “chips sitting in inventory that I can't plug in”
Canada, UK, Europe—missed this memo. Now they're paying for it. Mon / @moninvestor : Microsoft's CEO says they have chips they can't use because there isn't enough power or data ce...