SemiAnalysis:

A look at Microsoft freezing ~1.5GW of data centers set for 2025 and 2026; Microsoft has walked away from significantly more than 2GW of non-binding contracts  —  OpenAI Shift, Oracle & Stargate Acceleration, Hyperscale Capex Implications, Vertiv's Impact Misunderstood, Copilot Weak Adoption

SemiAnalysis:

A look at Microsoft freezing ~1.5GW of data centers set for 2025 and 2026; Microsoft has walked away from significantly more than 2GW of non-binding contracts  —  OpenAI Shift, Oracle & Stargate Acceleration, Hyperscale Capex Implications, Vertiv's Impact Misunderstood, Copilot Weak Adoption

Source: TechMeme
Source Link: http://www.techmeme.com/250428/p8#a250428p8