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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

#81

Post by unsupp0rted »

Eggpants wrote: post #77
unsupp0rted wrote: post #59

Earlier quoted context omitted.

Every time I contact an enterprise for support, the person I'm talking to gets lots of things wrong too. It takes skepticism on my part and some back and forth to clean up the mess. On balance AI gets more things wrong than the best humans and fewer things wrong than average humans.

AI is a lossy data compression technique at best. One can always tell when an AI cheerleader/ex blockchain bro has hitched their financial wagon to this statistic based word vomit grift.

Please elaborate, preferably without breaking HN guidelines about dismissive name-calling

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

#82

Post by jononor »

unsupp0rted wrote: post #35
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…

What is your personal productivity metric by which you have more than 10% increase? More money earned, less money spent, fewer working hours for same income, more leisure time? It needs to be something in aggregate to mean something related to what Nadella meant. There are many individual task which LLM system can help with. But there is also may ways for those gains to fail to aggregate into large overall gains. Both on personal level and on corporate, and economy wide level.

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

#83

Post by ta1243 »

suraci wrote: post #54
unsupp0rted wrote: post #35

Earlier 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…

I think the 'grow at 10%' refers to the incremental part of the entire world/market. during the industrial revolution(steam/electricity/internet), the world was growing, there're trains, cars, netflix bussiness grown with productivity growing, even so, we lived through 2 world wars and dozens of economic crisis but now is very different, when you repair the tank with LLM's help, when the labour value of repairers is…

> let's assume robotics become to a extremely high level, everything humen work can be reduced to 1/100 with help of robots, what will happen next?

We work 35 hour years instead of 35 hour weeks?

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

#84

Post by rsynnott »

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…

Lining up for whatever the next thing is. "Look, we know we said AR/VR was the next big thing in the late tens and LLMs were the next big thing in the early 20s, but quantum is the next big thing now. For real, this time!"

(Not entirely sure what the next fad will be, but some sort of quantum computing thing doesn't feel unlikely. Lot of noise in that direction lately.)

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

#85

Post by rsynnott »

bsenftner wrote: post #38
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.

"You're holding it wrong" only goes so far.

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

#86

Post by szundi »

thagsF wrote: post #44
unsupp0rted wrote: post #35

Earlier 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…

[dead]

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

#87

Post by rsynnott »

FrustratedMonky wrote: post #68
numbsafari wrote: post #26

Earlier quoted context omitted.

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

You think they would spend 500B without thinking there will be any demand?

You're missing the key phrase. "Says it will". Companies, of course, say all sorts of things. Sometimes, those things come to pass. But not really all that often.

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

#88

Post by alexvitkov »

geuis wrote: post #56
unsupp0rted wrote: post #35

Earlier 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…

All I hear is anecdotal statements from people claiming LLMs have made them some percent more productive. Yet few actually say how or demonstrate it. For the last year, I've tried all sorts of models both as hosted services and running locally with llama.cpp or ollama. I've used both the continue.dev vscode extension and cursor more recently. The results have been frustrating at best. The user interface of the tools…

If LLM chatbots are making you vastly more productive in a field, you are in the bottom 20% of that field.

They're still useful tools for exploring new disciplines, but if you're say a programmer and you think ChatGPT or DeepSeek is good at programming, that's a good sign you need to start improving.

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

#90

Post by intended »

belter wrote: post #23
intended wrote: post #16

Earlier quoted context omitted.

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...

Sorry I forgot.

Yes, this is absolutely FUD.

This is the insistence to spread FUD for … some uncertain aim.

Perhaps it hitting all these various firms, in order to leverage their strong reputation, to cause the price to drop, allowing someone - perhaps Bloomberg himself, to make a profit off of it.

No no, I know I sound like a conspiracy theorist now. But my eyes were opened by the sharing of the story.

The fact that FT, WSJ, Fox or a million other sites haven’t latched onto this obvious scheme, is heinous, and once again a sign of our completely captured media.

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