A week ago, analyst TD Cowen revealed that Microsoft had canceled leases "totalling a couple hundred MWs," with "at least two private data center operators across multiple US markets." The report also details how Microsoft "pulled back on converting negotiated and signed Statement[s] of Qualifications (SQQs)," which it added
„Microsoft stopped building AI data center infrastructure, therefore Microsoft signals that there’s not enough demand” is a valid point in itself but not enough to merit a blog post that’s this long.
I’m getting an impression that minor fame and success went into Ed Zitron’s head because he now brags about those word counts and other pretentious shit on BlueSky constantly.
Ed Zitron is credible but he’s trying a little bit too much for his own good. My guess is loads of people bought into the hype and are now holding the bags awkwardly and we’re left with smug assholes pointing that out. Takes one to know one ;)
I don’t buy that. The article covers a lot more than the cancellation of data center leases.
It also talks about Stargate, SoftBank, and a lot of other related elements that point to the original premise as the correct one - M$ is aware they’re not going to get the bike for Christmas.
„Microsoft stopped building AI data center infrastructure, therefore Microsoft signals that there’s not enough demand” is a valid point in itself but not enough to merit a blog post that’s this long.
I’m getting an impression that minor fame and success went into Ed Zitron’s head because he now brags about those word counts and other pretentious shit on BlueSky constantly.
Really? That’s disappointing.
I was hoping for more credible people to be pointing out the wank that is generative AI.
Ed Zitron is credible but he’s trying a little bit too much for his own good. My guess is loads of people bought into the hype and are now holding the bags awkwardly and we’re left with smug assholes pointing that out. Takes one to know one ;)
I don’t buy that. The article covers a lot more than the cancellation of data center leases.
It also talks about Stargate, SoftBank, and a lot of other related elements that point to the original premise as the correct one - M$ is aware they’re not going to get the bike for Christmas.