Are Microsoft's AI plans being held back by a shortage of chips?

Are Microsoft's AI plans being held back by a shortage of chips? Mon 17 Aug 2026 00.00 EDTLast modified on Mon 17 Aug 2026 00.15 EDT The chips are quite small and some can be held in the palm of a hand. They are fundamental to the development of artificial intelligence models - and the world's biggest technology companies need vast numbers of them to keep ahead. Microsoft is one of them. And, on paper, it seems to have a problem.