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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

#281

Post by ksec »

aresant wrote: post #185

- This is a proper MSFT resource allocation commentary, not an industry wide canary in coalmine - MSFT CapEx is up 45% YoY, positioning for inference dominance - MSFT is prioritizing AI inference for millions of customers over massive AI training for OpenAI - Losing inference demand risks clients moving to AWS/GCP - MSFT taking bet that industry overbuild will lead to more attractive leasing terms in future vs owning…

I think that is the best direction to go.

M$ Nadella is great at business strategic decisions. If only there is another great product person at M$ that pushes the design of their software and hardware. Both has gotten a lot better but still not Apple level of polish.

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

#282

Post by derkster »

kamranjon wrote: post #149
mrtksn wrote: post #144

Earlier quoted context omitted.

In my case its coding real world apps that people use and pay money for. I no longer personally type most of my code, Instead I describe stuff or write pseudo code that LLMs end up converting into the real thing. It's very good at handling the BS part of coding but also its very good at knowing things that I don't know. I recently used it to hack a small bluetooth printer which requires its own iOS app to print, usin…

“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…

For mass production/scalability, I absolutely agree with you.

For products that won't be scaled, I imagine it becomes just another abstraction layer, with the cost of human input outweighing the cost of the additional infrastructure / beefing up hardware to support the inefficiencies created.

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

#283

Post by wkat4242 »

aresant wrote: post #185

- This is a proper MSFT resource allocation commentary, not an industry wide canary in coalmine - MSFT CapEx is up 45% YoY, positioning for inference dominance - MSFT is prioritizing AI inference for millions of customers over massive AI training for OpenAI - Losing inference demand risks clients moving to AWS/GCP - MSFT taking bet that industry overbuild will lead to more attractive leasing terms in future vs owning…

Copilot (referring to the M365 one) is not a very great product though. It's clearly been rushed to market before it was even done. Microsoft is soooo afraid they'll miss this boat. But we are stuck with the fallout.

And it isn't even that affordable.

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

#285

Post by dmix »

lmm wrote: post #272
djtango wrote: post #53

Earlier quoted context omitted.

> Even if there is fast takeoff AGI, he thinks human messiness will slow implementation Five years ago during covid all these clunky legacy businesses couldn't figure out a CSV let alone APIs but suddenly with AGI they are going to become tech masters and know how to automate and processize their entire operations? I found it very amusing that at the turn of the decade "digitalisation" was a buzzword as Amazon was ap…

> Five years ago during covid all these clunky legacy businesses couldn't figure out a CSV let alone APIs but suddenly with AGI they are going to become tech masters and know how to automate and processize their entire operations? The whole point of an AGI is that you don't need to be a tech master (or even someone of basic competence) to use it, it can just figure it all out.

Random non-technical people dealing with CSVs is probably one of the best usecases for current AI tools too.

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

#286

Post by jcgrillo »

llm_trw wrote: post #278
jcgrillo wrote: post #266

Earlier quoted context omitted.

Since I don't have an expendable army, I must be either an idiot or a troglodyte. Where my understanding falters is finding a domain where accuracy and truth aren't relevant. In your example you said nothing about a "phased rollout", is that even germane to this scenario? Is there appreciable "financial risk?" Are you personally qualified to make that judgement? You put your name at the bottom of this letter and prov…

If I was sending it as a business email I'd edit it before sending it off. But the first draft saved me between 10 to 30 minutes of trying to get out of the headspace of "this is a fucking disaster and I need to look for a new job" to speaking corporatese that MBAs can understand. This is where the HI comes into the equation.

Is that really a problem most people have in business communication? I can't recall a time sending a professionally appropriate email was actually hard.. Also, consider the email's recipient. How would you feel if you had to wade through paragraph upon paragraph of vacuous bullshit that boils down to "Hey [name], I think the thing we're doing could be done a little differently and that would make it a lot less expensive, would you like to discuss?"

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

#287

Post by ipsum2 »

MichaelMoser123 wrote: post #274
apsec112 wrote: post #208

Earlier quoted context omitted.

He doesn't actually say that, the (very biased and polemical) article writer seems to have made that up. The actual quote is: "Us self-claiming some [artificial general intelligence] milestone, that's just nonsensical benchmark hacking to me. So, the first thing that we all have to do is, when we say this is like the Industrial Revolution, let's have that Industrial Revolution type of growth. The real benchmark is: t…

What kind of growth? who is going to buy all that stuff, if a third of the workforce has suddenly been made redundant? (I always thought that this 'evil microsoft' trope is a sign of stupidity, now i am having second thoughts...)

There's a wikipedia page addressing your exact concern: https://en.wikipedia.org/wiki/Lump_of_labour_fallacy

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

#288

Post by mhh__ »

wkat4242 wrote: post #283
aresant wrote: post #185

- This is a proper MSFT resource allocation commentary, not an industry wide canary in coalmine - MSFT CapEx is up 45% YoY, positioning for inference dominance - MSFT is prioritizing AI inference for millions of customers over massive AI training for OpenAI - Losing inference demand risks clients moving to AWS/GCP - MSFT taking bet that industry overbuild will lead to more attractive leasing terms in future vs owning…

Copilot (referring to the M365 one) is not a very great product though. It's clearly been rushed to market before it was even done. Microsoft is soooo afraid they'll miss this boat. But we are stuck with the fallout. And it isn't even that affordable.

As with every other Microsoft business product it's a name with no ideology. No sense of what and what not to do.

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

#289

Post by hackernoops »

ksec wrote: post #281
aresant wrote: post #185

- This is a proper MSFT resource allocation commentary, not an industry wide canary in coalmine - MSFT CapEx is up 45% YoY, positioning for inference dominance - MSFT is prioritizing AI inference for millions of customers over massive AI training for OpenAI - Losing inference demand risks clients moving to AWS/GCP - MSFT taking bet that industry overbuild will lead to more attractive leasing terms in future vs owning…

I think that is the best direction to go. M$ Nadella is great at business strategic decisions. If only there is another great product person at M$ that pushes the design of their software and hardware. Both has gotten a lot better but still not Apple level of polish.

>Apple level of polish.

Absurd claim given the untenable OS release cadence under Tim Cook.

"But better than M$" is still undeserving of the lofty implication from "level of polish".

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

#290

Post by galkk »

ksec wrote: post #281
aresant wrote: post #185

- This is a proper MSFT resource allocation commentary, not an industry wide canary in coalmine - MSFT CapEx is up 45% YoY, positioning for inference dominance - MSFT is prioritizing AI inference for millions of customers over massive AI training for OpenAI - Losing inference demand risks clients moving to AWS/GCP - MSFT taking bet that industry overbuild will lead to more attractive leasing terms in future vs owning…

I think that is the best direction to go. M$ Nadella is great at business strategic decisions. If only there is another great product person at M$ that pushes the design of their software and hardware. Both has gotten a lot better but still not Apple level of polish.

Have you seen a fail that was Apple “Intelligence” launch? The apple polish is long lost.
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