Tech giants will pull back as LLM performance plateaus
June 30, 2025
๐๏ธ Posted on: 30th June 2025
๐ Industry pulse
- The entire AI arms race assumes the Scaling Laws will keep delivering gains, yet new results show models converging and plateauing.
- Microsoft has already begun pulling back on datacenter / GPU spend in anticipation of this slowdown. Satya Nadella is hedging his bets.