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> I don't think it's a sign that there is less demand for AI compute. Note also Microsoft declined to take on extra capacity: "Microsoft chose not to exercise
by belter 2y ago
> I don't think it's a sign that there is less demand for AI compute.
Note also Microsoft declined to take on extra capacity:
"Microsoft chose not to exercise $12 billion Coreweave option" - https://www.semafor.com/article/03/20/2025/microsoft-chose-not-to-exercise-12-billion-coreweave-option https://www.semafor.com/article/03/20/2025/microsoft-chose-n...
- aurareturn 2y agoYes, but Meta and Google promptly picked up Microsoft's abandoned data centers. I think Microsoft investing less into AI compute is directly related to their gradual split from OpenAI. OpenAI seems to want to chart its own path by partnering with Softbank. Edit: You linked to older news. OpenAI directly picked up Microsoft's Coreweave deal.
- belter 2y agoCould be. But these two data points are from today and 2 days ago. "Microsoft ditches more AI data centre leases as spending bubble looms" - https://www.capacitymedia.com/article/microsoft-ditches-more-ai-data-centre-leases-as-spending-bubble-looms https://www.capacitymedia.com/article/microsoft-ditches-more... "Alibaba chair warns of AI data centre bubble amid massive buildouts: report" - https://www.capacitymedia.com/article/alibaba-chair-warns-of-ai-data-centre-bubble-amid-massive-buildouts-report https://www.capacitymedia.com/article/alibaba-chair-warns-of...
- aurareturn 2y agoThe Microsoft story - I think it's due to the gradual split between Microsoft and OpenAI. Google and Meta leased the abandoned Microsoft data centers promptly. The Alibaba story - it's one person's opinion. I think he's worried that competitors are too optimistic and he wants them to slow down so Alibaba can have a chance.