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Greetums. I'm Ed Zittron, and this is Better Offline.

Better Offline.

In my last episode, I started by telling you about a report from the analyst wing of a major bank,

T.D. Cohen, that revealed how Microsoft had drastically pulled back on its plans to build new

data center capacity. At a bare minimum, Microsoft had cancelled the equivalent of every data center

in London or Tokyo. At least, the real figure is actually probably much, much higher.

And as I pointed out,

that this is a real pale horse, a harbinger of bad times through generative AI and open AI especially,

and an indicator that the bubble is imploding or popping. I really don't want to say it's popped,

and I actually don't know if it's necessary to say when it does. It's never going to be one thing. I also

mentioned that some may interpret this move as a response to Open AI Stargate Project, which

aims to build hundreds of billions of dollars of data centers and power generation facilities in the

US, all to power generative AI apps and tools that I'm not sure actually there's really the demand

...