[tsunego]

No stargate?

[rcleveng]

Maybe stargate is the reason why MS doesn't need these leases?

[ivalm]

I don’t think they are a compute partner for stargate.

[w0m]

IIRC, MS has right-of-first-refusal on providing any new/necessaary compute for stargate.

But also iirc; Stargate was well along before trumps horse/pony show also no idea how much is still necessary to purchase.

[meindnoch]

It's already done. Their AI is self-evolving now. No need for data centers anymore.