Overview
- Microsoft CEO Satya Nadella said many AI chips are sitting in warehouses because data centers cannot supply enough power to run them.
- He described data center power and physical capacity as near their limits, with a shortage of pre‑provisioned “warm shells” preventing rapid deployment.
- Nadella warned that if the energy constraint persists, existing orders could be affected because purchased hardware may not be deployable.
- IT Home reports industry projections that single‑rack thermal design power could rise roughly 100× from Ampere‑class systems to next‑generation Kyber racks, intensifying infrastructure stress.
- The perspective contrasts with Nvidia CEO Jensen Huang’s view that compute oversupply is unlikely in the next two to three years, as experts caution energy upgrades remain insufficient.