Holy shit. Bloomberg just verified one of my biggest scoops - that Microsoft only has 2gw of operational capacity. I had it at 1.993GW in prep for the story that [@aishadown.bsky.social](https://bsky.app/profile/did:plc:pazzytppogqe26vbcux5u2dx) and I did for the guardian. Vindication!
[www.theguardian.com/technology/2...](https://www.theguardian.com/technology/2026/aug/17/are-microsofts-ai-plans-being-held-back-by-a-shortage-of-chips)
Yea that checks out. Microsoft alone is at about 300 billion, the whole invest by all companies actually making AI or stuff for AI is estimated between 2 and 3 trillion, depending where you want to do the cutoff.
I think maybe I’m referring to the entire industry investing in AI, and you’re just talking about Microsoft’s investment?
Yea that checks out. Microsoft alone is at about 300 billion, the whole invest by all companies actually making AI or stuff for AI is estimated between 2 and 3 trillion, depending where you want to do the cutoff.