CEO AI Confidence Slips, Memory Chip Shortages, and Microsoft’s Waterless Data Center | TSG Ep. 1003
Techstrong Gang
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22-Jan-2026
Alan, Mike, Jon, Fred Wilmot and Gina Rosenthal delve into why CEO confidence in investments in artificial intelligence (AI) has dropped, before diving into the impact a global shortage of memory chips is likely to have on IT projects.
Then the gang takes a look at Microsoft’s effort to build a data center that doesn't require water to run compute intensive AI applications that consume a lot of power.
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