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
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.
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 ;)
Really? That’s disappointing.
I was hoping for more credible people to be pointing out the wank that is generative AI.
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.
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 ;)