BUBBLE?: Microsoft CUTS AI Data Center Spending

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Krystal and Saagar discuss the AI bubble as Microsoft cuts data center spending.

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It's ben clear for years, that so much of U.S. industry is dominated by "juicing valuations" rather than creating quality products or trust with their customers.

darinsingleton
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Sadly, vulture capital has also ransacked JoAnn's Fabrics and left its carcass to die. Lots of public goods and services are being flushed away by oligarchs who don't know or care what ordinary folks want or need.

aggedyran
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Apple will "invest $500 billion" the same way Foxconn "invested" last time Trump was president 😂

luodeligesi
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Hopefully the beginning of the biggest bubble burst in a long time. AI is not a revenue stream. AI is not real. No one that isn't a scammer is making money on AI.

christopherlperezcruz
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Starbucks is on the BDS list. They've been losing tons of money for over a year partially because of that.

NickaelDC
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good thing no one is actively pushing multiple economies towards recession

brendenbowers
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Lmao apple marketing gets Saagar every time. I’m still on the fence with the vision pro 😅

angelmartinezjr
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I just think tech found out AI isn't as profitable as they think.
And AI is more suited for CEO, management, marketing, advertising, accounting. PR, HR

-daysago
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Deepseek threw a humongous wrench on all their AI plans

TheMrgoodmanners
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Im working at a secretive Microsoft datacenter right now as we speak. They don't seem to be scaling anything back.

zoanth
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All they need anymore are announcements. Next month it will be something else bogus.

jebbrown
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Everything has always been smoke and mirrors. If you work in tech, you know.

geronimogerardot
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never forget saagar once did an entire segment about tesla car sales LMAO

vietimports
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Was this video mistitled? It's weird that the video barely mentions Microsoft, but has a title that only mentions Microsoft, and has a thumbnail that only mentions Apple.

awesomeferret
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Microsoft is the same company that spent over $100 BILLION on video game companies for Xbox just to end up closing a few and letting the rest make games for their competitor. They might be successful but ironically they are notorious for failure. Don’t use them as a measurement for AI’s success

bibby
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And even if they do a big hiring push, everything I've seen in tech tells me they'll just lay them off later when they need a good quarterly report for their bottom line. Merica!

talyahr
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DeepSeek made sure that AI will not fall under the claws of a few overlords ... too bad.

luiswhatshisname
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If MS actually achieved the breakthrough in quantum computing they claim then cutting AI data center spending just makes sense.

ryhanon
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It's not a bubble.. They're just using the AI to save them money on employees.

GrumpDog
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We've been "on shaky ground" and on "the verge of a recession" since early 2022. Bloomberg had predicted a 100% chance of recession in 2023; US gdp grew by 2.3% that year. Just keep calm and carry on.

jakedesnake
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