Ed Zitron
Near precisely where I had it too https://www.theguardian.com/technology/2026/aug/17/are-microsofts-ai-plans-being-held-back-by-a-shortage-of-chips
Brody Ford
Lot of speculation out there about how many GPUs are actually deployed. Today, Microsoft has about 2GW of AI-specific capacity live. around 17% of the total fleet.
