The Cerebral Valley Podcast $200 Billion for Data Centers... In This Economy?
11 snips
Feb 28, 2025 This week, the hosts cover the ripples of Microsoft's data center cancellations on the AI landscape. They discuss Nvidia's earnings and the cautious pace of tech adoption amidst heavy investments in AI. Jeff Bezos’ influence on the Washington Post’s editorial line raises eyebrows about media integrity. They also contrast journalism ethics with the chaotic influencer culture. The spotlight on UK startup Lovable showcases its impressive growth, sparking excitement over AI investments. Finally, they invite listener questions for upcoming engagement.
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Microsoft's Data Center Miscommunication
- Microsoft caused panic by suggesting it might abandon data centers.
- This fear was unfounded, as Microsoft clarified its continued $80B AI infrastructure investment.
Macro Factors Affect Tech Stocks
- Tech stocks dropped, not necessarily due to company performance.
- Macroeconomic factors like Trump's policies and overall market uncertainty are to blame.
Nvidia's Earnings and Market Apathy
- Despite Nvidia beating projected earnings, the market reacted with indifference.
- Macroeconomic concerns, particularly about tariffs and China, likely overshadowed the positive earnings.