Analysts flag possible slowdown in Microsoft's AI data-center leases, raising attention of investors
💨 Abstract
Microsoft reportedly canceled leases for significant data center capacity in the US, leading to concerns of oversupply and a potential slowdown in leasing due to AI-led stock market skepticism. TD Cowen analysts claimed Microsoft canceled leases totaling "a couple of hundred megawatts" with private data-center operators.
Courtesy: theprint.in
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