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 been a while since I remember a truly innovative and exciting tech announcement. Web 3.0, Crypto, and now AI have all been kind of hype driven duds.
What was the last breakthrough that wasn’t a pile of fraud? Multicore processors?
It’s been a while since I remember a truly innovative and exciting tech announcement. Web 3.0, Crypto, and now AI have all been kind of hype driven duds.
Computers as tools peaked at email, spreadsheets and hypertext.
Everything since is just rent seeking seeping in.