Power Cut
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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
  • froztbyte@awful.systemsEnglish
    5·
    4 months ago

    nod, I get what you mean. probably 70/30 (although I wish it were closer to 50/50) on whether oracle goes for it, but boy how fucking funny would it be if if were the 30 and openai was suddenly scrambling to find a home for their bullshit

    haven’t really had the headpsace to read into the stargate mess whatsoever! it is funny to hear that the borderline-ouroboros is still hungry but I’m not sure if it’ll, y’know, Learn From This