Techstrong Gang - 1/22/2026

Alan, Mike, Jon, Fred Wilmot and Gina Rosenthal delve into why CEO confidence in investments in artificial intelligence (AI) has dropped, before diving into the impact a global shortage of memory chips is likely to have on IT projects.

Then the gang takes a look at Microsoft’s effort to build a data center that doesn't require water to run compute intensive AI applications that consume a lot of power.