SK and GS Plan Massive AI Data Centers Amid Overcapacity Concerns
South Korea's SK and GS pursue AI data center projects up to 17.4GW, prompting expert warnings over real demand, GPU procurement hurdles, and asset depreciation
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Microsoft Reportedly Exits UK Nscale AI Cluster Contract Over Power Delays
Following power grid delays into the 2030s, Microsoft has reportedly exited a UK AI cluster contract planned for 23,040 Nvidia GB300 GPUs.