A week ago, analyst TD Cowen revealed that Microsoft had canceled leases "totalling a couple hundred MWs," with "at least two private data center operators across multiple US markets." The report also details how Microsoft "pulled back on converting negotiated and signed Statement[s] of Qualifications (SQQs)," which it added
Hmm, not meaning to get my conspiracy hat on here but do we think this could relate to the fact that Microsoft now has a quantum computing chip that they can hype to their investors to show they have the next big thing in the bag?
AI has served its purpose and is no longer strategically necessary?
Since they are only spending investors money it doesn’t matter if they burn billions on leading the industry down the wrong path and now they can let it rot on the vine and rake in the next round of funding while the competition scrambles to catch up.
Had a big thing written out, didn’t like it when I read it back. So keeping it simple, I equivocated to try to deflect some of the potential rough replies from the cultists who have already drunk the Koolaid.
Hmm, not meaning to get my conspiracy hat on here but do we think this could relate to the fact that Microsoft now has a quantum computing chip that they can hype to their investors to show they have the next big thing in the bag?
AI has served its purpose and is no longer strategically necessary?
Since they are only spending investors money it doesn’t matter if they burn billions on leading the industry down the wrong path and now they can let it rot on the vine and rake in the next round of funding while the competition scrambles to catch up.
How would that be a conspiracy. If the AI bubble bursts eventually, I’m sure Microsoft won’t want to be among the last ones to leave.
Had a big thing written out, didn’t like it when I read it back. So keeping it simple, I equivocated to try to deflect some of the potential rough replies from the cultists who have already drunk the Koolaid.
Literally IBM a decade ago. AI->Quantum