Microsoft has pulled back on over a gigawatt of planned data center capacity, suggesting that they do not think there is a growth future in generative AI

Arthur Besse · 28 days ago

Microsoft has pulled back on over a gigawatt of planned data center capacity, suggesting that they do not think there is a growth future in generative AI

Optional · 28 days ago

I am sure the internal stakeholders of Micro$oft’s AI strategies will be the very last to know. Probably as they are instructed to clean out their desks.

Jesus · 28 days ago

There are a few of us here who are closer to Satya‘s strategic roadmap than you might think.

Optional · 28 days ago

I’m sure but they’re not going to hedge on a roadmap. Roadmaps are aways full-steam-ahead.