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
I think deepseek shook them enough to realize what should have been obvious for a while… Brute force doesn’t beat new techniques, and spending the most might not be the safest bet
There’s a ton of new techniques being developed all the time to do things more efficiently, and if you don’t need a crazy context window, in many use cases you can get away with much smaller models that don’t need massive datacenters
I am sure the internal stakeholders of Micro$oft’s AI strategies will be the very last to know. Probably as they are instructed to clean out their desks.
My guess is that, given Lemmy’s software developer demographic, I’m not the only person here who is close to this space and these players.
From what I’m seeing in my day to day work, MS is still aggressively dedicated to AI internally.
I think deepseek shook them enough to realize what should have been obvious for a while… Brute force doesn’t beat new techniques, and spending the most might not be the safest bet
There’s a ton of new techniques being developed all the time to do things more efficiently, and if you don’t need a crazy context window, in many use cases you can get away with much smaller models that don’t need massive datacenters
Because investors expect it, whether it generates profit or not.
Same. Big tech is still whole hog on Generative AI
I am sure the internal stakeholders of Micro$oft’s AI strategies will be the very last to know. Probably as they are instructed to clean out their desks.
Why would a company or government use Azure or windows if MS is compromising it with ai?
Pick a lane