Witnessing this in real time is making me think elder family is developing dementia. When it gets to the point where you can't tell... like when there's long pauses between speech, a loss for words. I just don't know sometimes. AI is stealing voices, inner monologue... like in a metaphysical sense.
![As mentioned above, Nadella mentioned in November 2025 that he had “...a bunch of chips sitting in inventory that [he couldn’t plug in],” but didn’t make any mention of how many there were.
In other words, Microsoft is warehousing anywhere from $50 billion to $100 billion in GPUs, and has barely gotten $50 billion worth installed in the last four years.
If Microsoft is struggling, everybody’s struggling, and we may have a very inconvenient truth: that NVIDIA has potentially sold hundreds of billions of GPUs years in advance.
And yes, everybody is struggling.](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:qc6xzgctorfsm35w6i3vdebx/bafkreifbqv2tbqpvd3jvfgb5ekpmhp6odqtkbayadad66u2biiullm472a)
