Microsoft CEO Satya Nadella Admits 'I Don't Have Warm Shells To Plug Into' — While OpenAI CEO Sam Altman Warns Cheap Energy Could Upend AI

Benzinga11-27

Artificial intelligence may have hit an unexpected snag — there aren't enough powered data centers to keep up with the machines driving it. And now, Microsoft (NASDAQ:MSFT) has AI chips sitting idle ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2586122662?lang=en_US&edition=fundamental","thumbnail":"https://cdn.benzinga.com/files/images/story/2025/11/27/Satya-Nadella-Is-Chairman-And-Chief-Exec.jpeg?optimize=medium&dpr=2&auto=webp&width=260","is_english":true,"pubTime":"2025-11-27 22:30","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2586122662","market":"hk","top_or_hot":-1,"title":"Microsoft CEO Satya Nadella Admits 'I Don't Have Warm Shells To Plug Into' — While OpenAI CEO Sam Altman Warns Cheap Energy Could Upend AI","media":"Benzinga","content":"<div>\n<p>Artificial intelligence may have hit an unexpected snag — there aren't enough powered data centers to keep up with the machines driving it. And now, Microsoft (NASDAQ:MSFT) has AI chips sitting idle ...</p>\n\n<a href=\"https://www.benzinga.com/news/topics/25/11/49104908/microsoft-ceo-satya-nadella-admits-i-dont-have-warm-shells-to-plug-into-while-openai-ceo-sam-altman-warns-cheap-energy-could-upend-ai\">Source Link</a>\n\n</div>\n","source":"benzinga_hot_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft CEO Satya Nadella Admits 'I Don't Have Warm Shells To Plug Into' — While OpenAI CEO Sam Altman Warns Cheap Energy Could Upend AI</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft CEO Satya Nadella Admits 'I Don't Have Warm Shells To Plug Into' — While OpenAI CEO Sam Altman Warns Cheap Energy Could Upend AI\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-27 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/topics/25/11/49104908/microsoft-ceo-satya-nadella-admits-i-dont-have-warm-shells-to-plug-into-while-openai-ceo-sam-altman-warns-cheap-energy-could-upend-ai><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Artificial intelligence may have hit an unexpected snag — there aren't enough powered data centers to keep up with the machines driving it. And now, Microsoft (NASDAQ:MSFT) has AI chips sitting idle ...</p>\n\n<a href=\"https://www.benzinga.com/news/topics/25/11/49104908/microsoft-ceo-satya-nadella-admits-i-dont-have-warm-shells-to-plug-into-while-openai-ceo-sam-altman-warns-cheap-energy-could-upend-ai\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://www.benzinga.com/news/topics/25/11/49104908/microsoft-ceo-satya-nadella-admits-i-dont-have-warm-shells-to-plug-into-while-openai-ceo-sam-altman-warns-cheap-energy-could-upend-ai","article_id":"2586122662","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/11/27/Satya-Nadella-Is-Chairman-And-Chief-Exec.jpeg?optimize=medium&dpr=2&auto=webp&width=260"],"rights":{"source":"benzinga_hot_news","url":"https://www.benzinga.com/news/topics/25/11/49104908/microsoft-ceo-satya-nadella-admits-i-dont-have-warm-shells-to-plug-into-while-openai-ceo-sam-altman-warns-cheap-energy-could-upend-ai","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2586122662","pubTimestamp":1764253800,"columns":[],"sourceInfo":{"source_id":"benzinga_hot_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Artificial intelligence may have hit an unexpected snag — there aren't enough powered data centers to keep up with the machines driving it. And now, Microsoft  has AI chips sitting idle because there's nowhere to plug them in.On the \"BG2Pod,\" a technology and investing podcast hosted by Brad Gerstner and Bill Gurley and featuring OpenAI CEO Sam Altman, Microsoft CEO Satya Nadella said the shortage of power has become the industry's biggest constraint.Microsoft has slowed or paused some early-stage data center projects to address those constraints. Microsoft Cloud Operations and Innovation President Noelle Walsh said in an April LinkedIn post that the company is \"slowing or pausing some early-stage projects\" as part of the \"largest and most ambitious infrastructure scaling project\" in its history.Microsoft owns about 27% of OpenAI and holds exclusive Azure cloud rights to OpenAI's models through 2030. Both companies depend on reliable electricity to operate data centers and expand capac","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4585":"ETF&股票定投概念","LU1340139317.AUD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) AUD-H","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","BK4554":"元宇宙及AR概念","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU1032466523.USD":"高盛全球多资产收益组合Acc","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","QID":"两倍做空纳斯达克指数ETF-ProShares","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","USJW.SI":"ALPHAB 3xLongSG261006","BK4587":"ChatGPT概念",".IXIC":"NASDAQ Composite","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","CEG":"Constellation Energy Corp","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","TSYW.SI":"TESLA 3xLongSG261006","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1621767737.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"AAZ\" (EUR) ACC","PSQ":"做空纳斯达克100指数ETF-ProShares","SQQQ":"纳指三倍做空ETF","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","TQQQ":"纳指三倍做多ETF","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","USAW.SI":"AMZN 3xLongSG261006","NVIW.SI":"NVDA 3xLongSG261006","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1621768115.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"B\" (EUR) INC","VST":"Vistra Energy Corp.","BEP":"Brookfield Renewable Partners LP","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","QLD":"2倍做多纳斯达克100指数ETF-ProShares","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","MSFT":"微软"},"translate_title":"微软首席执行官Satya Nadella承认“我没有温暖的外壳可以插入”——而OpenAI首席执行官Sam Altman警告廉价能源可能会颠覆人工智能","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CEG":1,"PSQ":0.6,"QID":0.6,"NVIW.SI":0.6,"SQQQ":0.6,"USJW.SI":0.6,"TSYW.SI":0.6,"NQmain":0.6,"QLD":0.6,"BEP":1,".IXIC":0.9,"MNQmain":0.6,"MSFT":1.5,"TQQQ":0.6,"VST":1,"USAW.SI":0.6},"content_text":"Artificial intelligence may have hit an unexpected snag — there aren't enough powered data centers to keep up with the machines driving it. And now, Microsoft (NASDAQ:MSFT) has AI chips sitting idle because there's nowhere to plug them in.\nOn the \"BG2Pod,\" a technology and investing podcast hosted by Brad Gerstner and Bill Gurley and featuring OpenAI CEO Sam Altman, Microsoft CEO Satya Nadella said the shortage of power has become the industry's biggest constraint.\nDon't Miss:\n\"The biggest issue we are now having is not a compute glut, but it's power,\" Nadella said. \"It’s not a supply issue of chips. It’s actually the fact that I don’t have warm shells to plug into.\" The remarks referred to data centers that are incomplete or lack sufficient energy and cooling capacity.\nMicrosoft has slowed or paused some early-stage data center projects to address those constraints. Microsoft Cloud Operations and Innovation President Noelle Walsh said in an April LinkedIn post that the company is \"slowing or pausing some early-stage projects\" as part of the \"largest and most ambitious infrastructure scaling project\" in its history.\nAlphabet Inc.'s (NASDAQ:GOOG, GOOGL)) Google has signed demand-response agreements with U.S. utilities to temporarily reduce data center power use during grid events and reschedule nonurgent computing to off-peak times, according to a company's blog post last month.\nAmazon.com Inc. (NASDAQ:AMZN) has also outlined efforts to improve data center efficiency and support grid reliability as AI usage grows.\nTrending: Bill Gates Says Climate Change ‘Needs to Be Solved' — This Award-Winning Building Material Is Tackling It Head-On\n\"If a very cheap form of energy comes online soon at mass scale, a lot of people are going to be extremely burned with existing contracts they've signed,\" Altman said on the podcast, explaining that shifts in global energy costs could pose significant risks for companies locked into long-term agreements.\nHe added that lower computing costs tend to drive demand higher, which can strain infrastructure that is already near capacity. Altman said the pace of AI's growth will depend on stable energy access, warning that sudden market changes could affect ongoing operations.\nSee Also: Missed Tesla? EnergyX Is Tackling the Next $200 Billion Opportunity — Lithium\nMicrosoft owns about 27% of OpenAI and holds exclusive Azure cloud rights to OpenAI's models through 2030. Both companies depend on reliable electricity to operate data centers and expand capacity.\nIn response to rising demand, energy producers including Constellation Energy Corporation (NASDAQ:CEG), Vistra Corp. (NYSE:VST) and Brookfield Renewable Partners (NYSE:BEP) have signed major power deals with large technology firms, including 24/7 carbon-free energy arrangements.\nLooking ahead, the International Energy Agency projects global data center electricity consumption will roughly double to around 945 terawatt-hours by 2030, representing just under 3% of global electricity demand.\nRead Next: Wall Street's $12B Real Estate Manager Is Opening Its Doors to Individual Investors — Without the Crowdfunding Middlemen\nImage: Shutterstock","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2586122662","isCrawlerRequest":true}