Even as President Donald Trump said that the U.S. won’t share Nvidia Corp.‘s (NASDAQ:NVDA) “advanced” chips with China, Microsoft Corp. (NASDAQ:MSFT) CEO Satya Nadella has revealed that the primary bottleneck for AI growth is no longer the supply of GPUs but a lack of power and data center infrastructure.
Not GPUs, Power Is The Evolving Issue In AI Arms Race
Speaking on the Bg2 podcast, Nadella provided a stark, real-world correction to the common narrative that a chip shortage is holding back AI. He explained that the physical buildout of new data centers and, more importantly, securing the power for them, is the real constraint.
“The biggest issue we are now having is not a compute glut, but it’s a power and it’s sort of the ability to get the builds done fast enough close to power,” Nadella said.
He confirmed this is not a theoretical problem but Microsoft’s current reality. Nadella stated. “It’s not a supply issue of chips. It’s actually the fact that I don’t have warm shells to plug into.”
Trump Refuses To Share NVDA’s Cutting-Edge Tech
Meanwhile, while speaking to CBS‘s Norah O’Donnell on Oct. 31, the president said that while the U.S. administration would let NVDA deal with …Full story available on Benzinga.com
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