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
If only they’d programmed the AI to tell them this sooner.
That would require genuine intelligence. We only have artificial intelligence, both in the machines and the empty suits who market them.