Power Supply Emerges as Critical Bottleneck in AI Development Race, Says Microsoft CEO Satya Nadella

Nov 10, 2025 01:24 pm CST

Microsoft CEO Satya Nadella identifies electrical power constraints as the AI industry's most significant challenge, with tech giants investing billions in computing infrastructure but facing serious energy supply limitations. As data centers could consume up to 12% of US electricity by 2030, companies are exploring alternatives including gas, nuclear, solar, and even space-based solutions to power the AI revolution.