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
Sometimes the hype bubble bursts and then the products eventually grows to be even larger than the hype. But you never know how connected hype actually is to reality. Hype can pop like a cherry tree on the first sunny day of spring, thinking summer has arrived, but then get drenched by another few weeks of rain. And as stupid as that cherry tree is, summer will eventually arrive.
Sometimes the hype bubble bursts and then the products eventually grows to be even larger than the hype. But you never know how connected hype actually is to reality. Hype can pop like a cherry tree on the first sunny day of spring, thinking summer has arrived, but then get drenched by another few weeks of rain. And as stupid as that cherry tree is, summer will eventually arrive.