No stargate?
Microsoft cancels leases for AI data centers, analyst says
161–170 of 349 posts
Re: Microsoft cancels leases for AI data centers, analyst says
#162Earlier quoted context omitted.
IMHO anyone who started using AI seriously: 1) Wouldn't want to go back 2) Wouldn't believe that it's about to replace human intellectual work In other words AI got advanced enough to do amazing things but not 500B or T level of amazing and people with the money are not convinced that it will be anytime soon.
What is using AI seriously? I’ve tried to use it as a web search replacement and often the information is generic or tells me what I already know or wrong. I’ve used a code suggestions variant long before OpenAI hype started and while sometimes useful, rarely is it correct or helpful on getting over the next hurdle. Any code from my coworkers is now just AI slop they glanced over once. Then I spend a long time review…
Either you’re using it wrong, or you are using the wrong tools.
For search, try kagi fastgpt (no subscription required):
For code completion, I’ve found it’s not good at jumping hard hurdles, but it is a bit better than find replace (e.g. it finds things that are syntactically different, but semantically related), and can notice stuff like “you forgot to fix the Nth implementation of the interface you just extended”.
It’s also good at “I need to do something simple in a language I do not know”.
I’ve definitely encountered ai slop from coworkers. I’m sure they also produce stack overflow copy paste garbage too. Dealing with their newly-found increased “productivity” is an open problem.
Insisting on strict static typing helps. The LLMs can’t help with that, and it forces a higher bar before compilation succeeds.
Re: Microsoft cancels leases for AI data centers, analyst says
#163Earlier quoted context omitted.
“Before AI I would have to study how Bluetooth works now I don't have to.” And “It's very good at handling the BS part of coding…” This is the part that I think is difficult in a team situation. Learning and understanding is the important part, and certainly isn’t BS. I understand that it really can make it seem like velocity has increased when you really are shipping things that more or less “work”, but it’s really…
It is effective because you can spend your mental energy on the things that matter, things that make difference. Code quality actually doesn't matter when you remove the human from the loop as long as it works correctly because it becomes something made by a machine to be interpreted by a machine.
Code isn’t a binary scale of works or doesn’t - there is inefficient code and insecure code and everything else in between that still technically “works” - but a lack of understanding will eventually cause these “working” solutions to catch up to you.
Re: Microsoft cancels leases for AI data centers, analyst says
#164Earlier quoted context omitted.
And Henry Ford would reply: "Who is going to buy the cars?" We have been living in a fake economy for quite some time where money is printed and distributed to the "tech" sector. Which isn't really "tech", but mostly entertainment (YouTube, Netflix, Facebook, ...). Growth of the economy means nothing. The money that has been printed goes to shareholders. What the common man gets is inflation and job losses. If you wa…
> If you want to grow the real economy, build houses and reduce the cost of living. Yes, I wonder why it is so hard for Western countries to understand that there's no future in a place where housing is more expensive than your average salary. If may look cool for a few years until most people have left or are living on the streets.
Plenty of housing. The problem is, people want cheap housing in places where everyone wants to live. I don't think that will happen any time soon.
Re: Microsoft cancels leases for AI data centers, analyst says
#165Earlier quoted context omitted.
Nadella is looking for the world to grow at 10% due to AI enhancement, like it did during the industrial revolution. That seems like a low bar because it already is- it's just not equally distributed yet. My own productivity has grown far more than 10% thanks to AI, and I don't just mean in terms of dev. It reads my bloodwork results, speeds up my ability to repair a leak in my toilet tank, writes a concise "no I won…
And Henry Ford would reply: "Who is going to buy the cars?" We have been living in a fake economy for quite some time where money is printed and distributed to the "tech" sector. Which isn't really "tech", but mostly entertainment (YouTube, Netflix, Facebook, ...). Growth of the economy means nothing. The money that has been printed goes to shareholders. What the common man gets is inflation and job losses. If you wa…
A friend tried to tell me China has a real estate crisis, because the value of houses is dropping due to building to many and people are losing on their investments. I asked him if he is sure cheap and available housing is a crisis.
Re: Microsoft cancels leases for AI data centers, analyst says
#166Earlier quoted context omitted.
It is effective because you can spend your mental energy on the things that matter, things that make difference. Code quality actually doesn't matter when you remove the human from the loop as long as it works correctly because it becomes something made by a machine to be interpreted by a machine.
Code isn’t a binary scale of works or doesn’t - there is inefficient code and insecure code and everything else in between that still technically “works” - but a lack of understanding will eventually cause these “working” solutions to catch up to you.
You can always revisit that part of code if it doesn’t perform. For vast majority of code running on consumer devices there’s no difference between smart implementation and mediocre implementation. LLMs are great at being mediocre by default.
As for security, that mostly stems from the architecture. LLMs mediocracy also helps with following industry conventions and best practices.
In my case I never get the code being written at once, instead I make LLMs write pieces that I put together myself. Never got used to copilot or Cursor, I feel in control only with the chat interface.
Re: Microsoft cancels leases for AI data centers, analyst says
#167Earlier quoted context omitted.
A common hypothesis for why Nvidia is so hot is because they have an effective monopoly on the hardware to train AI models and it requires a crap ton of hardware. With DeepSeek it’s been demonstrated you can get pretty damn for a lot cheaper. I can only imagine that there are tons of investors thinking that it’s better to invest their dollars in undercutting the costs of new models vs investing billions in hardware.…
it’s effectively a software moat wrt. GPU programming, there’s nothing stopping AMD from catching up besides insufficiently deep pockets and engineering culture
Not sure why AMD’s software side gets so much flack these days. For everything other than AI programming, their drivers range from fine to best in class.
I have an AMD minipc running linux that I use for steam gaming, light development, etc. The kernel taint bit is off.
There is one intel device on the pci/usb buses: wifi/bt, and it’s the only thing with a flaky driver in the system. People have been complaining about my exact issue for something like 10 years, across multiple product generations.
Re: Microsoft cancels leases for AI data centers, analyst says
#168Related discussion on reddit:
https://old.reddit.com/r/stocks/comments/1ix27vd/microsoft_c...
Re: Microsoft cancels leases for AI data centers, analyst says
#169No stargate?
Maybe stargate is the reason why MS doesn't need these leases?
Re: Microsoft cancels leases for AI data centers, analyst says
#170No stargate?
It's already done. Their AI is self-evolving now. No need for data centers anymore.