MSFT
🛑 Microsoft has begun canceling leases for a substantial amount of data center capacity in the U.S.
⚠️ This move may indicate concerns about overbuilding AI computing infrastructure.
📉 The cancellation could signal a potential slowdown in Microsoft’s AI investments and data center construction.
@bernardodegarcia:
“Microsoft has begun to cancel lease contracts for a substantial amount of data center capacity in the United States, a measure that may reflect concerns about whether it is building more AI computing than it will need in the long term, and this will end up bursting the AI bubble. Microsoft is also redirecting part of its planned international spending to the United States, which suggests a material slowdown in international leasing.”
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