Satya Nadella didn’t mince his words. “I’ve got GPUs sitting in inventory that I can’t plug in,” he said – calmly, matter-of-factly – in a recent podcast. Let that sink in for a moment. This is the world’s second-largest cloud company with a $3.86 trillion market cap, that has thousands of state-of-the-art AI processors ready to crunch intelligence into existence, and the thing stopping them from doing that is… electricity. Yes, electricity, and yes this is a tech titan from the US – not Ulhasnagar, which is prone to routine power cuts thanks to “load shedding.”

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That’s a humbling admission by the Microsoft CEO on behalf of an industry built on excess and abundance. For years, big tech’s most urgent constraint was compute – how many NVIDIA

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