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> Something to temper this, lots of these AI datacenter projects are being cancelled or put on hiatus because the demand isnt there. Wait, any sources for that
by fakedang 1y ago
> Something to temper this, lots of these AI datacenter projects are being cancelled or put on hiatus because the demand isnt there.
Wait, any sources for that? Because everywhere I go, there seems to be this hype for more AI data centers. Some fresh air would be nice.
- protocolture 1y agohttps://www.datacenterdynamics.com/en/news/microsoft-cancels-up-to-2gw-of-data-center-projects-says-td-cowen/ https://www.datacenterdynamics.com/en/news/microsoft-cancels... AI seems like it is speedrunning all the phases of the hype cycle. "TD Cowen analysts Michael Elias, Cooper Belanger, and Gregory Williams wrote in the latest research note: “We continue to believe the lease cancellations and deferrals of capacity points to data center oversupply relative to its current demand forecast.”"