I dunno, the bit about dedicating more data center capacity to customers rather than in-house use seems to suggest that Microsoft are acknowledging that AI is a bubble that doesn’t provide any real value but they think the bubble still has some life left yet and they can make a buck selling compute to other suckers visionary investors.

I used to find slashdot delightful,
but my feelings of late are more spiteful;
my comments sarcastic
the iconoclastic
keep modding to plus five (Insightful).

No, this is Patrick