chip supply

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 12, 2024 by Satya Nadella · across every show →

Everything said about chip supply, oldest first

Dec 12, 2024 neutral

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

Everything said about chip supply, oldest first

Turn any episode into a week of clips.