이 에피소드에 관해
🚨 Microsoft is making waves in the data center world – but not in the way you'd expect.
The tech giant has canceled multiple U.S. data center leases, scaled back international expansion, and reallocated billions in AI spending—but why?
In this quick Hot Take, we break down:
- Microsoft's shifting AI and cloud strategy – is this a cost-saving pivot or something bigger?
- Pre-committed global data center investments getting cut – what's behind the sudden change?
- Is AI infrastructure spending slowing down? Or is this a strategic retreat?
- Apple stepping in – are they about to capitalise on Microsoft's pullback?
- Is this a tech decision… or a political statement?
Something big is brewing in the data center world. Listen now to hear my take on what it all means for AI, cloud, and Big Tech's next moves.
🎧 Tune in and join the conversation: www.linkedin.com/in/robertussher
영어
미국
전사 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
이 팟캐스트의 다른 에피소드
France and the UAE are making waves with a $30-$50 billion investment in a 1-gigawatt AI data center—but why now, and why Europe? 🇫🇷🇦🇪
With France offering 35 potential sites and the UAE backing the deal, this move signals a shift in AI dominance beyond the US and China. Could this mark the start …
Is AI truly revolutionising the way we understand clients and employees? Or is it just another buzzword being tossed around?
In this episode, Ryan Scott, Chief Technology Officer at DNA Behavior, joins me to break down the real-world impact of AI in behavioural data analytics. We dive into how DNA…
Craig MacFadyen is back on the podcast - this time fresh from the floor of the OCP Global Summit in Dublin.
In this episode, Craig and Robert dig into the real conversations happening around liquid cooling, hyperscaler expectations, and whether the data center world is preparing for a future that …
Two-phase cooling isn't new - but it's never been more needed.
In this episode, Dr. Richard Bonner of Accelsius joins Robert to unpack how a decades-old thermal principle, once used in industrial processes, is being reimagined to meet the explosive demands of AI and high-power GPUs.
They explore …
면책 조항: 이 페이지에 포함된 팟캐스트와 작품은 Robert Ussher에서 가져온 것입니다. 이 팟캐스트는 소유자의 재산이며 Listen Notes, Inc.와 제휴하거나 보증하지 않습니다.