Microsoft AI CEO Suleyman: Computing Power Stalls Largest Scale AI Ventures

• Microsoft AI CEO Mustafa Suleyman states the company lacks computing power for largest scale AI systems.
• Microsoft aims to reduce reliance on external partners by expanding internal AI capabilities.
• Suleyman notes challenges like data center capacity, equipment shortages, power, and labor impact AI development pace.
• Nearly half of US data centers planned for 2026 face delays or cancellations, hindering AI infrastructure.
• Bottleneck for AI development is not funding but shortage of electrical equipment like transformers and switchgear.