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
Microsoft’s “AI” solutions are not the same as just running a LLM locally. Their big thing is that it all integrates with the myriad of microsoft services and products that you’re using for work, something that a local LLM cannot do. Take copilot in Git and VS for example - it “learns” how your entire codebase/repos works and can do a tonne of stuff in there like write tests, write code, etc.
Microsoft’s “AI” solutions are not the same as just running a LLM locally. Their big thing is that it all integrates with the myriad of microsoft services and products that you’re using for work, something that a local LLM cannot do. Take copilot in Git and VS for example - it “learns” how your entire codebase/repos works and can do a tonne of stuff in there like write tests, write code, etc.