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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

#31

Post by ZeroGravitas »

orzig wrote: post #28

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!

But if it was reported in the press that your team was going to eat 5 meals at the same time before it was revealed that it was just an asshole screwing over small businesses, then that correction in eating capacity should be reported.

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

#32

Post by helsinkiandrew »

asadhaider wrote: post #30
turnsout wrote: post #29

Earlier quoted context omitted.

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™®

The "LLM Siri" hasn't been rolled out even in beta, estimates reckon 2026

https://www.macrumors.com/2024/11/21/apple-llm-siri-2026

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

#33

Post by smetj »

> Wall Street stepped up its questions about the massive outlays after the Chinese upstart DeepSeek released a new open-source AI model that it claims rivals the abilities of US technology at a fraction of the cost.

And that's the crux of it and that's also why DeepSeek was such a big deal.

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

#34

Post by bognition »

toomuchtodo wrote: post #24

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 appea…

Time to sort NVDA?

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

#35

Post by unsupp0rted »

toomuchtodo wrote: post #24

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 appea…

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't lend you money; I barely know you" message... you name it.

Normally all of those things would take much longer and I'd get worse results on my own.

If that's what I can do at the personal level, then surely 10% is an easily-achievable improvement at the enterprise level.

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

#37

Post by toomuchtodo »

bognition wrote: post #34
toomuchtodo wrote: post #24

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 appea…

Time to sort NVDA?

A fellow degenerate gambler I see. The market can remain irrational longer than you can remain solvent, trade with caution. Being early is the same as being wrong.

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

#38

Post by bsenftner »

toomuchtodo wrote: post #24

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 appea…

The "elephant in the room" is that AI is good enough, it's revolutionary in fact, but the issue now is the user needs more education to actually realize AI's value. No amount of uber-duper AI can help an immature user population lacking in critical thinking, which in their short shortsightedness seek self destructive pastimes.

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

#39

Post by joshstrange »

helsinkiandrew wrote: post #32
asadhaider wrote: post #30

Earlier quoted context omitted.

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

The "LLM Siri" hasn't been rolled out even in beta, estimates reckon 2026 https://www.macrumors.com/2024/11/21/apple-llm-siri-2026

Correct, Apple changing the UI before changing the backend might be one of the more stupid things I’ve ever seen.

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

#40

Post by dpflan »

bognition wrote: post #34
toomuchtodo wrote: post #24

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 appea…

Time to sort NVDA?

Using “bubble” sort? ;)
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