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> first signs of pulling back investments

I agree with you, but I’m curious; do you have link to one or two concrete examples of companies pulling back investments, or rolling back an AI push?

(Yes it’s just to fuel my confirmation bias, but it’s still feels nice:-) )

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Most prominent example was this one: https://www.reuters.com/technology/microsoft-pulls-back-more...

I think that's more reflective of the deteriorating relationship between OpenAI and Microsoft than an true lack of demand for datacenters. If a major model provider (OpenAI, Anthropic, Google, xAI) were to see a dip in available funding or stop focusing on training more powerful models, that would convince me we may be in a bubble about to pop, but there are no signs of that as far as I can see.

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