Bloomberg:

TD Cowen: Microsoft canceled new data center projects in the US and Europe that would've amounted to ~2 gigawatts of capacity, a sign of AI computing oversupply  —  The analysts, who rattled investors with a February note highlighting leases Microsoft had abandoned in the US …

Bloomberg:

TD Cowen: Microsoft canceled new data center projects in the US and Europe that would've amounted to ~2 gigawatts of capacity, a sign of AI computing oversupply  —  The analysts, who rattled investors with a February note highlighting leases Microsoft had abandoned in the US …

Source: TechMeme
Source Link: http://www.techmeme.com/250326/p27#a250326p27