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Are Microsoft’s AI plans being held back by a shortage of chips?

City noticeboard, Trade Hub UK (2026-08-17): Guardian investigation finds apparent discrepancy between what tech company has said about its AI capacity – and the number of advanced chips it has in… Primary source: original at The Guardian (theguardian.com).

Are Microsoft’s AI plans being held back by a shortage of chips?

Guardian investigation finds apparent discrepancy between what tech company has said about its AI capacity – and the number of advanced chips it has in operation

The chips are quite small and some can be held in the palm of a hand. They are fundamental to the development of artificial intelligence models – and the world’s biggest technology companies need vast numbers of them to keep ahead.

Microsoft is one of them. And, on paper, it seems to have a problem. A Guardian investigation has found an apparent discrepancy between what the company has said about its AI capacity – and the number of advanced AI chips it has in operation.

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