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
For the last year or two AI has been the buzzword of the day. Anyone not investing in AI is considered dinosauric.
Just like cloud was 5 to 10 years ago.
Only the cycle has happened a little more quickly this time. AI was supposed to produce immediate revolution, and we are seeing the immediate results are… Just okay.
Google spends billions building an AI that takes 10x more power per query than a standard search, only so it can tell people to superglue their pizza together and jump off the Golden Gate Bridge when they are depressed.
Copilot 365 costs about as much as an E3 license, so turning it on basically doubles your monthly spend with Microsoft. I don’t see it doubling anybody’s productivity.
AI is like cloud. There are some places where it makes sense, where it can be helpful, where it can save time or help do difficult jobs. That is not everywhere doing everything for everybody, and I think perhaps some of the world is starting to realize that.
For the last year or two AI has been the buzzword of the day. Anyone not investing in AI is considered dinosauric. Just like cloud was 5 to 10 years ago.
Only the cycle has happened a little more quickly this time. AI was supposed to produce immediate revolution, and we are seeing the immediate results are… Just okay.
Google spends billions building an AI that takes 10x more power per query than a standard search, only so it can tell people to superglue their pizza together and jump off the Golden Gate Bridge when they are depressed.
Copilot 365 costs about as much as an E3 license, so turning it on basically doubles your monthly spend with Microsoft. I don’t see it doubling anybody’s productivity.
AI is like cloud. There are some places where it makes sense, where it can be helpful, where it can save time or help do difficult jobs. That is not everywhere doing everything for everybody, and I think perhaps some of the world is starting to realize that.
Finally!
If only they’d programmed the AI to tell them this sooner.