Altman and Nadella need more power for AI as demand outpaces data center capacity, leaving tech giants uncertain about energy solutions.
Matilda
Altman and Nadella Need More Power for AI
Why Altman and Nadella Need More Power for AI Altman and Nadella need more power for AI, but they’re not sure how much—and that uncertainty is shaking the tech industry. With OpenAI’s rapid expansion and Microsoft’s deep AI integration across its platforms, both leaders are facing a new kind of shortage—not GPUs this time, but electricity. As AI models grow more advanced, the massive energy required to train and deploy them is becoming a key challenge for the world’s biggest tech companies. Image Credits:Microsoft How Power Shortages Are Slowing AI Growth Microsoft CEO Satya Nadella recently revealed that the company has more chips than it can use due to power limitations. While GPUs can be bought and stockpiled, energy cannot be manufactured on demand. Nadella explained that data centers aren’t being built fast enough near sufficient power sources, leaving costly AI chips idle. This signals a critical shift in the industry—from a race for compute to a race for energy capacity. What Altman…