OpenAI CEO Sam Altman and Microsoft CEO Satya Nadella say the AI industry faces a looming power shortage as demand for compute outpaces the ability to secure electricity for data centers. Both leaders note that the challenge is not a lack of chips but a shortage of ready‑to‑use power infrastructure, leading to the risk of idle hardware. They point to the rapid rise in data‑center electricity use, the limits of traditional fossil‑fuel plants, and the growing reliance on modular solar solutions, while also acknowledging the uncertain future of emerging nuclear and fusion projects.
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