Ed Zitron

@edzitron · Twitter · 2026-09-11 20:29 UTC

This begs several questions: 1. Where is Microsoft’s capex going? 2. Why has it been saying it’s added a GW of capacity a quarter? 3. As one of NVIDIA’s largest customers: where are the GPUs Microsoft is buying going? Because it clearly isn’t into a data center.

Ed Zitron

@edzitron · Twitter · 2026-09-11 20:19 UTC

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