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Yes, 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 g
by aurareturn 2y ago
Yes, 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.