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Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
TD Cowen reports that Microsoft has actually walked away from TWO GIGAWATTS of compute capacity, owing it to them deciding not to support OpenAI's training workloads, and Microsoft being in an "oversupply position." It's even worse than I previously thought!
2025-03-26T14:25:36.507Z