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Analysts say hyperscalers are stockpiling uninstalled AI chips for lack of data centers and power

TechnologyInternationalXataka45 s readAI summary
Image: Xataka

According to an analysis by analyst Ed Zitron cited by Xataka, Nvidia and Broadcom have sold more than 560 billion dollars in AI chips and equipment since early 2023, but half of it may be uninstalled or without power. Bloomberg reported that Microsoft had about 12 GW of total capacity, of which only about two correspond to AI chips, and Satya Nadella said in November 2025 that they had chips they could not plug in. A Business Insider investigation pointed in the same direction for Amazon.

In 45 seconds

  • Zitron estimates Nvidia and Broadcom have sold more than 560 billion dollars in AI chips and equipment since 2023, and that half may be uninstalled or without power
  • Bloomberg reported Microsoft had about 12 GW of total capacity, of which only about two correspond to AI chips
  • Nadella said in November 2025 that they had chips they could not plug in
Read the full story at Xataka

IASummary generated by artificial intelligence from a story by Xataka. It may contain errors: the original source prevails.

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