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QuarZo Media Finally, someone let me out of my cage. Welcome to this week's Better Offline Monologue, and I'm your host, Ed Zittron.

We're approaching high noon for regenerative AI,

and it's the true test of whether this industry has that dog in it.

And I believe it does, but the

dog in question is sick, covered in fleas and the swallowed a live grenade. Let me set the scene.

A few weeks ago, I reported that Microsoft had pulled at least a gigawatt of planned compute

capacity, according to a report, by analyst T.D. Cohen, equivalent to the entire capacity of

London or Tokyo. To be clear, the actual figure

was much, much more than a gigawatt, but that figure was the only one we had solid confirmation

for, despite the press sitting on their hands not really covering this number. They should have.

A follow-up report published on March 26th shed more light on the situation and revealed

that Microsoft has actually pulled

over two gigawatts of capacity across the US and Europe. That's the equivalent capacity of London

and Tokyo combined. Worse still, T.D. Cohen-awson said, and I quote, the pullback on new capacity

...