Trump Says Will 'Not Let Anybody Have' Nvidia Chips—But Satya Nadella Reveals MSFT's Chips Are Lying In 'Inventory' Due To Power Shortage - Microsoft (NASDAQ:MSFT)
Benzinga·2025-11-03 07:21
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 RaceSpeaking on the Bg2 podcast, Nadella provided a stark, real-world correction to the common narrative that a chip shortage is holding back AI. He explaine ...