Did QWEN crash the AI rally?

[Chase]

While Deepseek is like a fraud but Alibaba's QWEN appears to be the real deal.

https://www.scmp.com/tech/big-tech/...models-china-ai-know-how-goes-beyond-deepseek
https://www.prestigeonline.com/hk/lifestyle/gadgets/qwen-ai-deepseek-chatgpt/
Even Elon Musk rushed the launch of Grok 3 but results in several aspects were not as good as ChatGPT.

Now, Microsoft appears to pull the plug. Microsoft is rumored to be paying penalties to exit some data center contracts and power agreements.

 

[Chase]

AI CAPEX Investment for 2025

• Microsoft committed US$80B
• Meta: US$65B
• Google: US$75B
• Amazon: US$104B

 

[Chase]

Why is Microsoft cutting two data centers?​

https://longportapp.com/en/news/229302440

 

[Chase]

Bloomberg is reporting now
https://www.msn.com/en-us/technolog...-for-ai-data-centers-analyst-says/ar-AA1zEcFL

Maybe more weakness tonight

 

[Willamshakespear]

No, to the ThreadStarter's question.

It had been the recent leaps & bounds of advancements in Quantum Physics & its proven technologies, that would make AI algorithms based upon classical computers redundant....

Why invest billions in redundancies when the future of Quantum computing beholds?

 

[syed putra]

Why is Microsoft cutting two data centers?​

https://longportapp.com/en/news/229302440

Cause they are building two in jiu hu.

 

[Chase]

Cause they are building two in jiu hu.

no sir, it is not just about data centers.

Microsoft just walked away from OpenAI’s Stargate project. QWEN is quietly rewriting the rulebook. Alibaba's share up 50% in 4 weeks. Nvidia’s dominance isn’t vanishing, but the easy money phase is ending. If AI models like QWEN can get top-tier results without Nvidia’s cutting-edge chips, why would companies keep pouring billions into them?