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
Microsoft is definitely not moving away from AI. They’re adding it into basically every single product that they have.
Microsoft are probably counting on better efficiency and/or newer hardware so they don’t need any more physical space. Their new quantum chips probably have something to do with it.
Microsoft is definitely not moving away from AI. They’re adding it into basically every single product that they have.
Microsoft are probably counting on better efficiency and/or newer hardware so they don’t need any more physical space. Their new quantum chips probably have something to do with it.