One less-bad side-effect of the tariff-war nonsense: It's giving the boardroom classes the excuse they've been looking for to *not* continue to pour money into Artificial Incompetence. For example:

Microsoft puts $1B US datacenter builds on hold amid AI, tariff uncertainty

Committed $80B capex for DCs as recently as January. We wonder what changed?

Microsoft has called a halt to the construction of three datacenter campuses in central Ohio, in a sign the tech giant is having to reappraise its infrastructure requirements amid uncertain economic circumstances and weaker-than-expected AI demand.

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World War Fee trumps Fear Of Missing Out. (I may wish to rephrase that.)