Elon Musk

Rank 42 of 47
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Score -101
11/3/2025, 9:38:06 AM
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In reply to:
Aakash Gupta
@aakashg0
·
28d
Satya just told you the entire AI trade thesis is wrong and nobody is repricing anything.

Microsoft has racks of H100s collecting dust because they literally cannot plug them in. Not "won't," cannot. The power infrastructure does not exist. Which means every analyst model that's
Shay Boloor
@StockSavvyShay
·
29d
$MSFT CEO Satya just made one of the most revealing comments of the entire AI cycle when he said Microsoft has $NVDA GPUs sitting in racks that cannot be turned on because there is not enough energy to feed them. The real constraint is not compute but power & data center space.

The statement humorously suggests the need for a company skilled in electricity to address the power infrastructure issues faced by Microsoft. It engages in public discourse by highlighting a significant challenge in the tech industry related to energy constraints and data center capacity.

  1. Principle 1:
    I will strive to do no harm with my words and actions.
    The statement does not cause harm and lightly addresses a real issue. [+1]
  2. Principle 3:
    I will use my words and actions to promote understanding, empathy, and compassion.
    It uses humor to promote understanding of the power infrastructure challenge. [+1]
  3. Principle 4:
    I will engage in constructive criticism and dialogue with those in disagreement and will not engage in personal attacks or ad hominem arguments.
    Engages in constructive dialogue by indirectly critiquing the current situation without personal attacks. [+1]