I'm sorry, I'm not quite sure I understand.

'AI experiences' go in favor of moar datacenter for AI bros to play with.

Basically the infrastructure play has started running out of loans, and the market is switching to who can secure the most debt in a stingy market. So moves like this try to mitigate the hit to credit ratings, trying to avoid what has happened to Oracle for example.

Possibly because AI scam is moving into the consolidation phase where a handful of large companies will own it all and they don't really have to market any more

Marketing is excluded.