Microsoft Cancels US Data Center Leases, Analyst Says

Microsoft Has Dropped Some AI Data Center Leases, TD Cowen Says
Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over whether it’s securing more AI computing capacity than it needs in the long term.
Microsoft shelves AI data-center deals in sign of potential oversupply, analyst says
Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at the tech giant as it builds out artificial intelligence infrastructure to meet a potential demand surge,
Microsoft cancels 200MW of AI data center leases - report
Microsoft has withdrawn from data center leasing agreements worth 200MW, a report claims.
Microsoft Cancels Some AI Data Center Leases, TD Cowen Says. Why Analysts Aren’t Concerned Just Yet.
TD Cowen analysts first reported in a research note Friday that Microsoft had cancelled leases with “at least two data private center operators” in the U.S., amounting to a fe
The research note that’s raising eyebrows: Microsoft reportedly is cancelling data-center leases.
Is Microsoft starting to have doubts after artificial-intelligence demand? A research note written by TD Cowen analysts say Microsoft has cancelled leases in the U.S. with at least two private data-center operators totalling a couple hundreds of megawatts and also is not converting so-called statements of qualifications into leases.
Datacenter Dynamics1m
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