AI chips
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 31, 2025 by Satya Nadella · across every show →
Everything said about AI chips, oldest first
Oct 31, 2025 neutral
Nadella: Microsoft's bottleneck is power and warm shells, not chip supply
“Quite frankly, the biggest issue we are now having is not a compute blood, but it's a power, and it's sort of the ability to get the bills done fast enough close to power. So if you can't do that, you may actually have a bunch of chips sitting in inventory tha…”