@garimakochhar.bsky.social
The Register agrees with you. bsky.app/profile/tobi...
In case you missed it, here's what I think is really going on with Microsoft's dropped DC leases. TLDR its probably less bubble pop and more power hop.
My latest for @theregister.com
#Microsoft #Nvidia #AI #datacenter #tech
www.theregister.com/2025/03/26/m...
My latest for @theregister.com
#Microsoft #Nvidia #AI #datacenter #tech
www.theregister.com/2025/03/26/m...
Microsoft dropping datacenter leases isn't AI Armageddon
Comment: Why lease space that can't power or cool 120kW racks - or the next-gen 600kW monsters?
www.theregister.com
March 27, 2025 at 5:51 PM
The Register agrees with you. bsky.app/profile/tobi...