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Microsoft CEO reveals that Microsoft has sufficient GPU supply but faces critical power infrastructure shortages for AI data center operations.
Power supply—not semiconductors—emerges as the binding constraint on AI infrastructure scaling, redirecting capex priorities toward power generation and grid infrastructure.
Trade pressSlicast · November 3, 2025 23:00 · Global · Source: digit.in
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Image / Slicast · Source: digit.in
Microsoft CEO reveals that Microsoft has sufficient GPU supply but faces critical power infrastructure shortages for AI data center operations.
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