Post #2580619
2026-01-30 08:36 UTC
Is that the bubble beginning to pop?
Replies (3)
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@sorghum@sh.itjust.works 2026-01-30 08:40
Naw, the valuation is still $3.22 trillion. The bigger tell will be the AI only companies start feeling the squeeze.
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@gnutrino@programming.dev 2026-01-30 10:08
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.
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@TheBlackLounge@lemmy.zip 2026-01-30 09:04
Seems like it's down because investors think they didn't spend enough on AI.