Aakash Gupta
@aakashgupta · Nov 3, 2025
Satya just told you the entire AI trade thesis is wrong and nobody is repricing anything.
Microsoft has racks of H100s collecting dust because they literally cannot plug them in. Not "won't," cannot. The power infrastructure does not exist. Which means every analyst model that's
Shay Boloor@StockSavvyShay· Nov 2, 2025$MSFT CEO Satya just made one of the most revealing comments of the entire AI cycle when he said Microsoft has $NVDA GPUs sitting in racks that cannot be turned on because there is not enough energy to feed them. The real constraint is not compute but power & data center space.
Elon Musk
@elonmusk
If only there was a company that was really great with electricity … 🤔
09:38 AM · November 3, 2025 · 111K views
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