Chip Supply

topic on 1 show · 1 statements across 1 episodes

1 statements about Chip Supply, every show

BG2 Assertion Not checkable as stated

Nadella: Microsoft Is Power-Constrained, Not Chip Supply Constrained

“I am power, yes. I am not chip supply constrained. We were definitely constrained in 24. What we have told the street is that's why we are optimistic about sort of, ah, the first half of 25, which is the rest of our fiscal year.”

Satya Nadella Dec 12, 2024 ▶ 1:09:59 Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod

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Chip Supply

1 statements about Chip Supply, every show

Turn any episode into a week of clips.