💨 Abstract

Microsoft may have slowed down on leasing data center capacity, according to a recent analyst note from TD Cowen. This suggests potential oversupply as the tech giant builds out its artificial intelligence infrastructure. The brokerage reported that Microsoft canceled leases totaling "a couple of hundred megawatts" of capacity with at least two private data-center operators.

Courtesy: theprint.in

Summarized by Einstein Beta 🤖