Power Cut
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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
  • WaxiestSteam69@lemmy.worldEnglish
    3·
    17 hours ago

    It seems like Microsoft has recognized what a money pit OpenAI is and will continue to be. If OpenAI turns out to be a failure what happens to generative AI in general. Tech always needs a “next big thing” to grow and raise money. Mature technologies aren’t useful for this purpose. Maybe tech has peaked and we’re in a phase where we’ll get incremental improvements with no big breakthroughs.

    • VisionaryBongo@lemmy.mlEnglish
      2·
      16 hours ago

      It could also be the result of deepseek. Microsoft could be forcing a constraint on its development in order to push innovation towards more efficient models.