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Microsoft’s AI Problem Isn’t Chips

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Microsoft’s AI Problem Isn’t Chips

B
Benzinga

14 Views • Nov 06, 2025

Description

Satya Nadella said electricity — not chip supply — is now the biggest constraint on AI growth, with some GPUs sitting idle because data centers lack sufficient power and cooling. The industry is facing infrastructure bottlenecks as AI demand surges, and global data-center electricity usage is projected to rise sharply.