this is a big move. i think in general data centres are overblown, open source models that run on your laptop are getting better and better and more and more popular. it's discussed here: https://johnny588358.substack.com/p/why-ai-infra-is-overblow... tdlr: a lot of infrastructure spending might wind up being wasted funds. i'd imagine more cities/counties are going to be moving this way, whether thats really good or not, i dont know
I think Nvidia, Microsoft and Apple all see the increasing likelihood that the future of AI isn't in big (and divisive) data centre inference, but on device instead.