HBD Steve Jobs, Supercharging US Manufacturing, Adderall Fueled Insider Trading, Sam Bankman Prison Interview, Ellison's Island
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Microsoft's Data Center Dilemma
This chapter explores the recent strategic shifts by Microsoft regarding their data center leases and the implications for the tech industry amid changing market dynamics. It draws parallels to historical financial risks while highlighting the importance of managing capacity and demand in the AI sector. The discussion also touches on broader themes such as ESG commitments and the potential impact of new policies on American manufacturing.
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