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
Cancelling new data centers because deep seek has shown a more efficient path isn’t proof that AI is dead as the author claims.
Fiber buildouts were cancelled back in 2000 because multimode made existing fiber more efficient. The Internet investment bubble popped. That didn’t mean the Internet was dead.
yeah, genai as a technology and field of study may not disappear. genai as an overinflated product marketed as the be all end all that would solve all of humanity’s problems may. the bubble can’t burst soon enough
This is a good point. It’s never sat right with me that LLMs require such overwhelming resources and cannot be optimized. It’s possible that innovation has been too fast to worry about optimization yet, but all this BS about building new power plants and chip foundries for trillions of dollars and whatnot just seems mad.
Cancelling new data centers because deep seek has shown a more efficient path isn’t proof that AI is dead as the author claims.
Fiber buildouts were cancelled back in 2000 because multimode made existing fiber more efficient. The Internet investment bubble popped. That didn’t mean the Internet was dead.
yeah, genai as a technology and field of study may not disappear. genai as an overinflated product marketed as the be all end all that would solve all of humanity’s problems may. the bubble can’t burst soon enough
This is a good point. It’s never sat right with me that LLMs require such overwhelming resources and cannot be optimized. It’s possible that innovation has been too fast to worry about optimization yet, but all this BS about building new power plants and chip foundries for trillions of dollars and whatnot just seems mad.