Microsoft CEO Satya Nadella has shifted the focus in the AI infrastructure debate, asserting that the limiting factor in the race for advanced AI is no longer the supply of AI semiconductors, but the availability of electrical power. Speaking on the BG2 podcast, hosted by Altimeter CEO Brad Gerstner, Nadella engaged in a rare joint dialogue with OpenAI CEO Sam Altman about the challenges and future of the AI industry. Nadella stated that the industry has moved past the initial supply constraints of specialised hardware and is now facing a more fundamental challenge. “The biggest issue we’re having now isn’t chips — it’s POWER,” said Satya Nadella. “If you can’t build close to power, you’ll have a bunch of chips sitting in inventory you can’t even plug in. It’s not a chi

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