During an interview, Satya Nadella says Microsoft faces a power shortage, not a compute one, which could leave "chips sitting in inventory that I can't plug in" (Jowi Morales/Tom's Hardware)

TechmemeMonday, November 3, 2025 at 5:30:01 AM
During an interview, Satya Nadella says Microsoft faces a power shortage, not a compute one, which could leave "chips sitting in inventory that I can't plug in" (Jowi Morales/Tom's Hardware)
In a recent interview, Microsoft CEO Satya Nadella revealed that the company is grappling with a power shortage rather than a shortage of computing resources. This situation means that despite having a stockpile of AI GPUs, Microsoft may be unable to utilize them fully due to insufficient electricity. This is significant as it highlights the challenges tech companies face in scaling their operations amidst growing demand for AI technologies, potentially impacting their ability to innovate and compete in the market.
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