> Other companies pour money into their own giant datacenters, hoping to keep pace.
> estimates that the globally available AI-relevant compute will grow by a factor of 10x by December 2027 (2.25x per year) relative to March 2025 to 100M H100e.
Meanwhile, back in the real March 2025, Microsoft and Google slash datacenter investment.
https://theconversation.com/microsoft-cuts-data-centre-plans...