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
It’s not like Microsoft has their finger on the pulse of technology advancement, they only got involved with AI to seem relevant, and now it’s not worth doing anymore.
I was thinking this. Microsoft got some participation on OpenAI and has been paying them with cheap credits to run on their data centers. I guess they’re starting to worry that once the house of cards collapse, they’ll be the ones to pick up the pieces for any over-investment.
It’s not like Microsoft has their finger on the pulse of technology advancement, they only got involved with AI to seem relevant, and now it’s not worth doing anymore.
I was thinking this. Microsoft got some participation on OpenAI and has been paying them with cheap credits to run on their data centers. I guess they’re starting to worry that once the house of cards collapse, they’ll be the ones to pick up the pieces for any over-investment.