Microsoft's 2.2M-chip AI capacity question

A Guardian investigation says internal documents show Microsoft has 2.2 million advanced AI chips installed during a roughly $280 billion infrastructure expansion, while its public power claims could imply closer to 4 million or more. Microsoft says the calculations are inaccurate and does not disclose its specific chip volume; the disputed gap may reflect chips waiting for usable data-center shells rather than a simple shortage. For builders, the archive’s AI power analysis is the practical takeaway: count energized, usable capacity—not announced megawatts or purchased GPUs—when setting a deployment date.