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Microsoft cancels leases for AI data centers, analyst says

bloomberg.com

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Re: Microsoft cancels leases for AI data centers, analyst says

#21

Post by mvdtnz »

intended wrote: post #16
belter wrote: post #5

Earlier quoted context omitted.

I would like to note Bloomberg pulls these types of FUD before every NVDA earnings release. The last one they did was the false reports on Blackwell technical issues. They have been doing it for years "Bloomberg fined €5m over report of fake news release" - https://www.ft.com/content/32013b6a-202f-11ea-b8a1-584213ee7... "Supermicro Statement on Bloomberg’s Claims" - https://www.supermicro.com/en/pressreleases/supermi…

I’ve worked in equity research, and an accusation of FUD is an accusation of intentionally malign behavior. Getting reporting wrong is not the same as FUD.

When you double down on the incorrect reporting instead of retracting or correcting it, as Bloomberg did with their ludicrous spy chip story, it becomes FUD regardless of your initial intent.

Re: Microsoft cancels leases for AI data centers, analyst says

#22

Post by qgin »

A few things from the Dwarkesh interview with Satya:

* He sees data center leases getting cheaper in near future due to everyone building

* He’s investing big in AI, but in every year there needs to be a rough balance between capacity and need for capacity

* He doesn’t necessarily believe in fast takeoff AGI (just yet)

* Even if there is fast takeoff AGI, he thinks human messiness will slow implementation

* It won’t be a winner-take-all market and there will be plenty of time to scale up capacity and still be a major player

Re: Microsoft cancels leases for AI data centers, analyst says

#23

Post by belter »

intended wrote: post #16
belter wrote: post #5

Earlier quoted context omitted.

I would like to note Bloomberg pulls these types of FUD before every NVDA earnings release. The last one they did was the false reports on Blackwell technical issues. They have been doing it for years "Bloomberg fined €5m over report of fake news release" - https://www.ft.com/content/32013b6a-202f-11ea-b8a1-584213ee7... "Supermicro Statement on Bloomberg’s Claims" - https://www.supermicro.com/en/pressreleases/supermi…

I’ve worked in equity research, and an accusation of FUD is an accusation of intentionally malign behavior. Getting reporting wrong is not the same as FUD.

"Years later, Bloomberg doubles down on disputed Supermicro supply chain hack story" - https://www.datacenterdynamics.com/en/news/years-later-bloom...

Re: Microsoft cancels leases for AI data centers, analyst says

#24

Post by toomuchtodo »

Microsoft CEO Admits That AI Is Generating Basically No Value - https://futurism.com/microsoft-ceo-ai-generating-no-value

Bit of a click bait title, but it certainly seems like the realization is setting in that the hype has exceeded near term realistic expectations and some are walking back claims (for whatever reason; honesty, derisking against investor securities suits, poor capital allocation, etc).

Nadella appears to be the adult in the room, which is somewhat refreshing considering the broad over exuberance.

Re: Microsoft cancels leases for AI data centers, analyst says

#25

Post by suraci »

isoprophlex wrote: post #13
suraci wrote: post #8

Earlier quoted context omitted.

This is indeed worth noting. Bloomberg seems to be a player in the market, or at least it is affected by players in the market. It always publishes news in good rhythm with the market. this article is just a reference, still need to wait for Microsoft's announcement

so, historically speaking, who should i short? ;)

when there's a scam, don't be scammed

Re: Microsoft cancels leases for AI data centers, analyst says

#26

Post by numbsafari »

helsinkiandrew wrote: post #20

Meanwhile: "Apple Says It Will Add 20k Jobs, Spend $500B, Produce AI Servers in US" https://www.bloomberg.com/news/articles/2025-02-24/apple-say... https://news.ycombinator.com/item?id=43158168

This has nothing to do with supply/demand, and everything to do with geopolitics.

Re: Microsoft cancels leases for AI data centers, analyst says

#28

Post by orzig »

Remember that there is a lot of nuance to these sorts of deals.

I don’t have any domain knowledge, but I recently saw an executive put in restaurant reservations for five different places the night of our team offsite, so he would have optionality. An article could accurately claim that he later canceled 80% of the teams eating capacity!

Re: Microsoft cancels leases for AI data centers, analyst says

#29

Post by turnsout »

helsinkiandrew wrote: post #20

Meanwhile: "Apple Says It Will Add 20k Jobs, Spend $500B, Produce AI Servers in US" https://www.bloomberg.com/news/articles/2025-02-24/apple-say... https://news.ycombinator.com/item?id=43158168

If Apple can pull off "Siri with context," it will completely annihilate Microsoft's first mover advantage. They'll be left with a large investment in a zero-margin commodity (OpenAI).

Re: Microsoft cancels leases for AI data centers, analyst says

#30

Post by asadhaider »

turnsout wrote: post #29
helsinkiandrew wrote: post #20

Meanwhile: "Apple Says It Will Add 20k Jobs, Spend $500B, Produce AI Servers in US" https://www.bloomberg.com/news/articles/2025-02-24/apple-say... https://news.ycombinator.com/item?id=43158168

If Apple can pull off "Siri with context," it will completely annihilate Microsoft's first mover advantage. They'll be left with a large investment in a zero-margin commodity (OpenAI).

Unfortunately Siri remains near useless at times even with Apple Intelligence™®
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