Why a Data Center Slowdown Benefits Big Tech

The conventional wisdom heading into the elections were that if Democrats took power as they appeared that they were going to, it would be very bad for data centers. And yet now that the thing has actually happened, people are starting to point out that there are some very specific reasons why not only might the blue wave not be as bad as people thought for data centers, but that in fact, a data center slowdown could

It goes beyond the title with direct discussion of data, centers, think, including: Certainly one interpretation of the market sell-off in chips and neoclouds over the preceding few weeks was anticipating this potential reality.

1. 01By the way, it also looks like after a couple of quiet weeks, we might be in model release season again soon
2. 02Conductor was founded in 2024 and focuses on the orchestration layer, offering a platform that lets developers run multiple coding agents in parallel
3. 03Meta launched their own coding agent MuseCode in August, but it's received relatively little buzz