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M.G. Siegler
mgsiegler.com
did:plc:bqdtwrjvjqldbquxyezad735
Clear that what I wrote about the freak out over Microsoft's data center "pullback" last February seems correct. It wasn't a pullback, it was a pause to hand-off OpenAI and reassess their own needs... Foot is back on the gas now. https://spyglass.org/ai-data-center-demand/
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2025-11-13T11:47:44.958Z