A week ago, analyst TD Cowen revealed that Microsoft had canceled leases "totalling a couple hundred MWs," with "at least two private data center operators across multiple US markets." The report also details how Microsoft "pulled back on converting negotiated and signed Statement[s] of Qualifications (SQQs)," which it added
I am sure the internal stakeholders of Micro$oft’s AI strategies will be the very last to know. Probably as they are instructed to clean out their desks.
I am sure the internal stakeholders of Micro$oft’s AI strategies will be the very last to know. Probably as they are instructed to clean out their desks.