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
The difference is that we’ll just be running small, specialized, on-demand models instead of huge, resource-heavy, all-purpose models. It’s already being done. Just look at how Google and Apple are approaching AI on mobile devices. You don’t need a lot of power for that, just plenty of storage.
The difference is that we’ll just be running small, specialized, on-demand models instead of huge, resource-heavy, all-purpose models. It’s already being done. Just look at how Google and Apple are approaching AI on mobile devices. You don’t need a lot of power for that, just plenty of storage.