Skip to contentNewskeryx

18 August 2026

Guardian investigation finds Microsoft has far fewer AI chips installed than expected

  • Microsoft reported installing 2.2m AI chips by mid-2024, but experts analyzing the company's power usage estimates suggest the actual number may be significantly lower than capacity claims would indicate.
  • The discrepancy matters because AI companies need massive quantities of expensive chips made by Nvidia to train and run AI models, and Microsoft has invested $280bn in datacentre expansion over two years.

How it was covered

The Neuron

Reported by The Guardian