Seriously this should be a daytime tv drama lol Microsoft just made it crystal clear: they are still spending $80 billion on AI this year—but they are “readjusting” where the money goes. Why? OpenAI is moving to SoftBank’s Oracle stack, shifting the largest tenant of Microsoft’s Azure AI infrastructure. A private research note suggests Microsoft is delaying or adjusting data center plans in Kenosha, Wisconsin, and Atlanta, Georgia. This isn’t a budget cut, just a reallocation. It’s like the NFL salary cap—you move things around, but the money is still being spent. Meanwhile, Nvidia flexed its dominance, revealing that their Blackwell chips are fully booked through 2025 and quickly filling up 2026. Despite the AI doomers, the demand for compute isn’t slowing. Satya Nadella recently commented that AI needs to do “economically useful work,” setting a high bar. But let’s be real—workers using AI today are already seeing huge productivity boosts. Replacing jobs? That’s still hit-or-miss (just ask Klarna, which recently struggled with AI-driven layoffs). The AI debate is getting noisy, with some thinking this signals an AI bubble. But bubbles happen when everyone blindly agrees something is the greatest thing ever. Right now? We’re still arguing. So yeah, not a bubble—just business as usual in AI. #product #productmanager #productmanagement #startup #business #openai #llm #ai #microsoft #google #gemini #anthropic #claude #llama #meta #nvidia #career #careeradvice #mentor #mentorship #mentortiktok #mentortok #careertok #job #jobadvice #future #2024 #story #news #dev #coding #code #engineering #engineer #coder #sales #cs #marketing #agent #work #workflow #smart #thinking #strategy #cool #real #jobtips #hack #hacks #tip #tips #tech #techtok #techtiktok #openaidevday #aiupdates #techtrends #voiceAI #developerlife #stonks #stock #cursor #replit #pythagora #bolt - @nate.b.jones