🎯 Microsoft was driven off by the power grid

📰 Microsoft has withdrawn its commitment to partner with Nscale on a London data center. The reason is blunt: the site won’t be connected to the grid for several years, so for now they’ll have to find alternative power sources

💬 That’s a pretty strong signal: AI’s bottleneck right now isn’t money, it’s electricity. Miners’ advantage in exploiting power-price arbitrage is becoming even more pronounced. Coins built on a computing-power narrative will all have to trade at a discount going forward

🏷️ #微软 #AI算力 #电力瓶颈 #Nscale